coronavirus resources for remote-working (#wfh)

the 卡塔尔世界杯常规比赛时间 covid-19 crisis guide for pro members
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– new management strategies for the coronavirus crisis
– technology for remote working-from-home (#wfh)
– survey results: benchmarks & metrics
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卡塔尔世界杯常规比赛时间 is providing free access to our latest updates on the coronavirus crisis.
start here for a guide to all our coverage

10 things you can start doing immediately

telberg photo barcelona blur 183-20160206okay, so we’re not invincible.

by august aquila

the pandemic has hit us fast and furious. the current crisis is forcing us to change the way to live and work. if you are reading this, you’re probably in an accounting firm. but these suggestions apply to many other sections of the economy.

the coronavirus crisis: three ways to step up in uncertain times | accountants battle coronavirus chaos | smartphone thermometers predict coronavirus hot spots | go remote with this app you already own [#wfh] | the top portable monitors for working from home | why process is key to remote work | in these turbulent times, leaders must lead! | the tax effects of coronavirus [live 1-hour webinar] | how to think straight through the coronavirus crisis | coronavirus culture-shift hits accounting firms | how to sanitize electronics against covid-19 with uv light

more: 卡塔尔世界杯常规比赛时间 is providing free access to our latest crisis update. start here for a guide to all our coverage.

here is a list of 10 items that you can start doing immediately:

read more →

three ways to step up in uncertain times

coronavirus crisis opens new opportunities to serve.

by sarah johnson dobek

in the late hours of march 11, president trump instructed the treasury department to defer tax payments without interest or penalties for certain individuals and businesses negatively impacted by covid-19 pandemic, commonly known as coronavirus.

see 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage

as many individuals and businesses grapple with the possibility and effects of illness, travel bans, quarantine, and economic distress, accounting professionals have a unique opportunity to step up as proactive advisors.

here are three ways you can help your firm and help your clients through uncertain times.

read more →

in these turbulent times, leaders must lead!

www.g005e.comsix things you needed to start doing yesterday.

by allan koltin

in the face of this unprecedented global pandemic, leaders must lead! we need to fill our days with talking to our people, clients, and our families and engaging them in the reality of the situation while at the same time stressing the positive things going on.

related: all 卡塔尔世界杯常规比赛时间 special coronavirus coverage

i was on a call this morning with a client and i was sharing how wonderful it was to have all three kids back home (they would have been studying abroad, at college, or going to high school) and how nice it was to have family dinners together again. i was also sharing the positives with the kids that their grandparents were healthy, safe, and getting calls from so many family members and how important this was to them. as i was walking the dogs this morning it occurred to me that i heard birds chirping and that i had been “so busy being busy” for the past four decades that beautiful sounds like this or the smell of the morning air were never on my mind. at a deeper level, and to equate it to a sporting event, i feel like the proverbial “scoreboard” has malfunctioned and there is now a new way to keep score, and it is becoming the new normal.

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16 tech tools for working through the coronavirus

the apps and platforms we use, and why.

by sandi leyva

maybe you were thinking about taking your practice virtual sometime in the future. but with the novel coronavirus, the future is now. we’re lucky we’re in a profession where we can deliver our services virtually.

more tech for the coronavirus crisis:  three tech solutions for protecting client data |  top tech choices for the virtual firm  |  5 questions to evaluate new tech tools  |   innovate for the right reasons  |  how to leverage app technology for streamlined services   |  cyber security at a virtual cpa firm |  how core values affect remote work culture |  the hidden costs of running a virtual cpa firm

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

our office became fully virtual in july 2019. meanwhile, here are the main 16 tools we use, sorted into 11 categories:

  1. appointment-setting
  2. conferencing
  3. data collection
  4. client portal
  5. shopping cart
  6. client emails
  7. customer support
  8. task management
  9. employee messaging
  10. phone calls
  11. cloud storage

note, some vendors are offering free services for the pandemic. now i’ll tell you exactly what we’re using and why…

read more →

more firms falling behind

rate your firm performance metrics decline from last year
卡塔尔世界杯常规比赛时间 research annual busy season barometer

more accountants see their businesses weakening under competitive pressures.

the 卡塔尔世界杯常规比赛时间 busy season barometer:
today’s bonus question:
are you ready for covid-19 conditions?

join the survey. get the results.

by 卡塔尔世界杯常规比赛时间 research

competition among tax and accounting firms is clearly intensifying, according to new readings from the annual 卡塔尔世界杯常规比赛时间 busy season barometer. it’s a stark warning.

more on tax season 2020: what makes a good tax season client?  |  call the irs for answers? good luck!  | do your clients feel important? | 5 small leaks to beware during tax season | 5 tax review keys | 4 reasons to push ahead with tax question research | one can’t-skip touch for tax season | 5 steps for tax season success | help tax clients help you | 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the 卡塔尔世界杯常规比赛时间 annual busy season barometer asks a lot of questions about how things are going at tax and accounting firms, and the results are always interesting for comparative purposes and, sometimes, advice from peers.

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toss the org chart for an accountability chart

blank organizational chartare the right people in the right seats?

by jody grunden

“getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – jim collins, “good to great”

more: how to develop your leadership team | disc helps remote team work together effectively | how core values affect remote work culture | 4 ways to bill clients | 3 ways to keep client files safe from security threats | how ‘tech stacks’ can help you standardize | automation and the future of accounting | the rise of the virtual cfo | ready to be a virtual cfo? | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when adam and i first started the company, we didn’t have much organizational structure. we didn’t need it. but as the company grew, it became necessary to develop an organizational structure. there’s a great quote by michael e. gerber in his book “the e-myth revisited” that says, “without the organization chart, confusion, discord and conflict become the order of the day.”
read more →

tax season savvy: five ways to stay sane

why good boundaries make good workplaces.

by kristen rampe

after spending nearly 20 years with accountants (including myself!), i’ve come to recognize a common trait among our tribe. we’re a group of people who love saying “yes.”

more:  why host a partner retreat? |  survey results: effective stay interviews for cpa firms |  the 16 biggest #fails in delegation |  survey: work-life balance: according to whom? |  survey results: two ways your strategic plan can reduce turnover

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we say “yes” to clients, firm partners, our team members, family, friends, volunteer engagements and so on. people love us for it. i mean, when you think of qualities you look for in people you work with, willingness and reliability are right up at the top of the list.

but as you’re working tirelessly to meet the needs of everyone you encounter, how are your own needs being met?

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disc helps remote team work together effectively

overhead view of five people in a meetingbetter understanding = better communication.

by jody grunden

working in a remote environment can be great, and it can also have its challenges. communication is one of the biggest hurdles distributed companies have to overcome. to tackle this issue head on, summit cpa has implemented many initiatives.

more: how core values affect remote work culture | 4 ways to bill clients | 3 ways to keep client files safe from security threats | how ‘tech stacks’ can help you standardize | automation and the future of accounting | the rise of the virtual cfo | ready to be a virtual cfo? | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one of our favorites is the disc profiles. let me start off by telling you a little bit of the background on the disc profiles.
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make crap a badge of honor

superhero businesswoman wearing shadow capehow do your clients view your relationship?

by steven e. sacks
the new fundamentals: practical guidance for today’s accounting firms

performing like crap. a strange concept, you might think. when someone acknowledges that your actions reflect crap there is no positivity in this assessment. and because this term is baked into the american lexicon, people will always view it negatively.

more: the holy grail: finding the right talent | strengthen your firm’s screening practices | smart trust in the workplace | what aspiring accountants need to know | improve job satisfaction or it’ll cost your firm | we hear but do we really listen?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but what if we look at it another way – in the form of an acronym? let’s give it a try.
read more →

how to start (or re-start) your own accounting firm

checklist: 18 steps to success.

by brannon poe

are you exploring the idea of starting your own cpa firm? or perhaps you are ready to re-invent the one you have? either way, we’ve gathered some of the key focus areas to help you create your plans for the future.

more by brannon poe: five keys to successfully selling a cpa firm  |  10 questions to ask yourself before buying an accounting practice  |  five key decisions for your exit strategy  |  how to transfer a boomer-owned cpa practice to a millennial |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. should you start your own cpa firm? this is a great place to start, don’t you think? not everyone is cut out to own their own business. starting a cpa firm takes a variety of different skills and talents.

in the meantime, here’s a short list of what’s needed to thrive: read more →