five tips for virtual team member happiness

businesswoman with piggy bankfind ways to challenge them.

by sandi leyva
the complete guide to marketing for tax & accounting firms

it’s not uncommon for even the smallest of businesses to have employees and contractors all over the world. at one point i had an employee in ukraine, two employees in san jose, a virtual admin in orange county, a warehouse team in indiana, a transcriptionist in las vegas, partners in new york, chicago, missouri and atlanta, and a coach in sydney, australia.

more: three thoughts for a quiet morning | take a moment for appreciation | five skills that spell success | the seven-step plan for marketing by spreadsheet | five things clients have taught me
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i moved from san jose, calif., to plano, texas, while my team stayed put. and it didn’t hurt my business one tiny bit. here are five tips to help your virtual team play at their best.
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try for success, not a win

three people speaking by videoconferencekeep your eyes on the real goal.

by steven e. sacks
the new fundamentals

we enter into negotiations every day without realizing it, whether it is on a professional or personal basis. irrespective of whether it is a contractual transaction between a company and vendor or if a husband and wife are deciding on which couch to buy, each side is seeking to gain something. neither side may get everything it wants because an all-or-nothing-at-all approach will be a barrier to making any progress.

more: civility goes a long way | don’t overlook office relationships | how to deliver authentic value | why deadlines get missed | five reasons you’re not swot-ready | are you productive or just busy? | accounting is a profession, not an industry
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negotiating involves getting and keeping agreements that work for all parties. you can reach an agreement, but the issue is whether you can maintain the agreement and the relationship built around it. both sides need to have a sense of victory or, at the very least, feel they have not lost, because if this should occur then further conflict will result.
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is remote the new normal?

young woman eating an apple and working on a laptop at homewhat clients want may differ from your employees’ wishes.

by 卡塔尔世界杯常规比赛时间 research

no doubt about it: the accounting business was quick to shift to remote work when covid-19 hit.

now the question is: will accounting offices remain remote and will more go remote?

more surveys & research: accounting pros face challenges in turbulent times  |  accountants find new worlds of opportunity |  2022世界杯赛程安排 |  six quick solutions for irs backlogs |  the big battles ahead for corporate finance  |  what gig workers want  |  accountants agree: the top five ways to fix the irs  |  survey: big worries for u.s. and small business  |  the big issues in audit: frustration, inconsistency, and technology

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according to the 卡塔尔世界杯常规比赛时间 business barometer, accountants are getting used to working out of their spare bedrooms and living room nooks, and managers are getting used to managing from afar.
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ask these 10 questions before adding financial services

remember it’s a new business.

by ed mendlowitz
101 questions and answers: managing an accounting practice, the complete 2-volume set

q: i am thinking of adding financial services to my practice. what are your thoughts?

more: selling your practice is not a retirement strategy | thirteen things to know before selling your practice | 10 reasons clients don’t pay
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a: for starters, “financial services” means selling investment products or managing money. this is different from adding financial planning, which i see as an extension of and a next step to sound tax planning for clients.
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