management archives - page 4 of 70 - 卡塔尔世界杯常规比赛时间

five reasons to implement change orders

december 22, 2023

plus five steps to follow.

by august j. aquila
price it right: how to value accounting services

accounting firms, like any other professional service providers, may use change orders for several reasons. here are a few key reasons why accounting firms should consider utilizing change orders:

more: why you need progress billing | sixteen marketing activities to try | the four steps of your personal marketing process | how does your firm measure up? | six questions before asking for all the referrals you deserve | five rules for a marketing orientation | ten keys to marketing success
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scope of work changes: change orders allow accounting firms to document and address any changes in the scope of work requested by their clients. these changes could involve additional services, alterations to existing services, or changes in project timelines. by using change orders, accounting firms can clearly define the new requirements and avoid any misunderstandings or disputes with their clients.

why you need progress billing

december 15, 2023

by august j. aquila

seven steps to setting it up and four benefits.

by august j. aquila
price it right: how to value accounting services

there are many things that are critical for a successful client service engagement. in my mind, there are two that should be at the top of your list.

more: sixteen marketing activities to try | make your practice better | eleven marketing strategies for smaller firms | five questions for developing your marketing plan | you only have four strategies | the damage that traditional fee methods do
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number one is providing the client with a progress report or reports. number two is making sure that you progress bill and provide a change order if the scope of the engagement changes. doing both ensures that you will have a happy client and get paid promptly for your services.
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you have to manage three kinds of procedures

november 21, 2023

by penny breslin

need help with internal procedures? here are three apps for organizing them.

by penny breslin
it’s not just the numbers

there is a symbiotic relationship between your technology and your processes. you have to consider both, or you won’t get the full benefit.

more: federated search: what it is, why it matters | creating a back office support playbook | strengthen client ties with workflow tools | understand your online marketing options | narrow your prospects by choosing a vertical | build your team, then choose your clients | how back office support adds value
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mckinsey global has been researching the impact of automation around the world, and (no surprise) found that when companies try to retrofit technology to fit into existing processes, “companies end up with a patchwork of incongruous technology tools that automate separate and distinct parts of the process. this approach is fine for capturing the first 5 percent or so of automation’s impact. but unlocking the full potential requires a fundamentally different way of thinking. to capture that potential, managers must be willing to re-engineer their processes completely.”
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make your practice better

november 17, 2023

by august j. aquila

are you helping clients achieve their goals?

by august j. aquila
price it right: how to value accounting services

there is only one person who can make your practice better. that person is you if you are a sole practitioner. if you are a multi-partner firm, then it’s up to all the partners and senior staff. let’s explore how you get your firm to the next level.

more: five tips for cross-selling and upselling | the four steps of your personal marketing process | how does your firm measure up? | six questions before asking for all the referrals you deserve | five rules for a marketing orientation | ten keys to marketing success
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do you tolerate mediocrity?

tolerating mediocrity is the death of many good firms. whenever and wherever you see it in your firm, stamp it out fast.
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federated search: what it is, why it matters

november 14, 2023

by penny breslin

computer screen littered with icons — take a look at your team’s desktops.

imagine a world without subfolders.

by penny breslin
it’s not just the numbers

much has been done to help people deal with information overload. desktop search tools have made it easier to find a piece of data hidden among all the other data stored on your system. but what about all the data available on portals, stored in shared drives, and trapped in business applications, let alone the valuable information stored in various employees’ heads?

more: creating a back office support playbook | tech tips for back office support | decoding accounting tech (and all those acronyms) | digital marketing strategies level the playing field | eight tasks to delegate today | advisory services done your way | ai is not your enemy
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this information is vital to your firm. employees need this data to do their jobs, and they need it quickly.
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train now before it costs you down the road

november 7, 2023

by frank stitely

your time investment now could reap dividends during tax season.

by frank stitely
the relentless cpa

we’ve all heard it.

ask if an assigned project has been completed and get the, “it’s done, but …” followed by a few reasons why said project is still – let’s be honest – incomplete.

more: keep clients from “balance due” shock | stop clients from performing “favors” | control your time: avoid ambush meetings and calls | make fewer mistakes, increase revenue and capacity | six ways to create a millennial-friendly firm
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let’s examine how we got a “done but” society. a lot of this will sound like, “back in my day, sonny …” old man nonsense, and a lot of it is.

however, i promise you a solution after my sociological exploration of 21st-century culture. you won’t need a degree in sociology to understand this.

“done” only has one meaning

october 31, 2023

by frank stitely

“done but” increases wip and turnaround time. profits go … well, you know.

by frank stitely
the relentless cpa

in my last book, i recommended hiring younger staff. in that book, i cautioned that you might have to teach very simple tasks like breathing and using the bathroom to your newbies.

more: keep clients from “balance due” shock | stop clients from performing “favors” | who needs fall tax planning? clients … and you | it’s okay to say no to clients (even the large ones) | control your time: avoid ambush meetings and calls | make fewer mistakes, increase revenue and capacity
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one reader posted that she didn’t believe it was the responsibility of an admin department to teach bathroom use. she was new to this hot new writing technique called sarcasm, but she did a great job making my point that you have to teach your staff a lot of basic things.

one of those teaching tasks is the meaning of “done.”

surge pricing: what works for uber could work for cpa firms

october 25, 2023

by bill penczak

limited supply puts you in the driver’s seat.

by bill penczak

the serenity prayer states, “grant me the serenity to accept the things i cannot change, the courage to change the things i can, and the wisdom to know the difference.” keep that in mind for a moment.

more: four considerations for effective client culling | partner accountability: the only two things that really matter | chase birky: overcoming paralysis by analysis | o.d. lanier: stepping into advisory | are you too generous with your write-offs?
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when preparing tax returns and financial statement audits, one of the biggest challenges cpa firms face is either late or incomplete client information.

do you really want that client?

october 25, 2023

by edward mendlowitz

sometimes you should consider saying no.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

we all want additional business, but sometimes the client should be vetted to determine if it is a good fit for your firm and if there are any danger signs.

following is an eight-point checklist that could help you in making a decision to accept the client.
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uncooperative partner might not be the problem

october 23, 2023

by edward mendlowitz

why are they unwilling to help?

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: my tax partner gives me a hard time when i ask her for assistance. is there anything i can do to get her to be more responsive?

more: merge in lower-priced work without losing out | 20 things you need for a business valuation
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response: this can apply to every research question asked by anyone in the firm. besides tax, it can be for audit, internal controls, succession planning or any other client service area.

four considerations for effective client culling

october 18, 2023

by bill penczak

2023: the year “cull” was no longer a four-letter word for cpa firms.

by bill penczak

it finally happened.

for at least the past dozen years, i’ve heard cpa firm partners’ bold talk about culling their clients in order to ease staffing issues, focus on larger, more profitable engagements, or rid the firm of the pita clients, which has nothing to do with animal rights and more about protecting their people from those who are a pain ____ _____ _____ (complete the next three words on your own, and you can skip wordle for today).

more: partner accountability: the only two things that really matter | how to boost profits by (omg) sharing the upside | dustin verity: keep an open mind and constantly learn | secret to success? a growth and abundance mindset | the six essential kpis for managing partners | your marketing sucks: six reasons why | nine smooth moves to build client satisfaction
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a recent study was published that indicated only 1 percent of cpa firms could adequately staff their engagements. and while more firms are migrating to offshore models to get work done, more are actually culling clients, but without a measured process for doing so.

here are some suggestions for successful extrication of clients who are wearing down the profitability and the morale of firms:

keep clients from “balance due” shock

october 17, 2023

by frank stitely

with just a little advanced marketing, you can get paid year-round and have more satisfied clients.

by frank stitely
the relentless cpa

when i talk with prospective clients in any medium, i lead with tax planning. i don’t care if i’m meeting them, calling them or emailing them. i lead with tax planning. the number one complaint clients have about cpas and tax preparers is a lack of planning. they get tax returns and nothing else.

more: stop clients from performing “favors” | who needs fall tax planning? clients … and you | get clients to bring tax docs early…yes, early | why time tracking still matters | make fewer mistakes, increase revenue and capacity | six ways to create a millennial-friendly firm
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the fun part is seeing the reaction when i mention planning. i tell them that they can know the results while there’s still time to change the results. tax season is no longer stressful because they know the answers in advance about refunds and balances due.
read more →

harper & co. cpas: the perspective of a non-accountant is imperative

october 15, 2023

by donny shimamoto

“the perspective of a non-accountant is imperative.”

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

transformation talks
with donny shimamoto
center for accounting transformation

glen harper, cpa, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. the owner of harper & company cpas should know: he’s had to embrace both philosophies to become successful.

more transformation talks: menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis | dustin verity: keep an open mind and constantly learn | james ross: csr for cpas: the missing ingredient | o.d. lanier: stepping into advisory | mike maksymiw: the secret to success? a growth and abundance mindset | paul mueller: from tax to transformation

more podcasts & videos: cas or caas? getting clarity | the seller’s guide to getting the best price for your firm | doing nothing is not an option | why the future is in risk advisory | fine-tuning the subscription fee model | thinking smart about new tech: byron patrick | blake oliver: why tax work yearns to be free | private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same | think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson | turning client service into new revenue | see all podcasts and videos here

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in a recent episode of transformation talks, harper tells host donny shimamoto, cpa, citp, cgma, who is also the founder and managing director of intraprise techknowlogies llc and the founder of the center for accounting transformation, that a good advisor can help you see your business from a different perspective and identify opportunities that you may have missed. he said after some self-reflection, he needed what his successful clients already had–a ceo.

enter julie smith.