outlook & analysis

covid brings more and better client communication

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ppp and cares: big opportunities to be trusted advisors.

by carrie steffen

the year 2019 seems like a lifetime ago and yet, as i reflect on the year it was, it strikes me that some of the trends we saw clients embrace positioned some firms to pivot more quickly in 2020 than others.

i saw an increased investment in people development – particularly the soft skills that become differentiators. areas like relationship development, communication, curiosity, and generosity took their rightful place among the areas in which firms invested in developing their people.
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ppp client fraud: how much risk is too much?

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bar chartwhere do you fall on the risk-tolerance scale?

ppp: are the risks worth it?
practice management do’s and don’ts
join the survey. get the results.

by sandi leyva

how aggressive should you be when advising clients on paycheck protection program (ppp) forgiveness?

more: survey: who’s not billing for ppp services? | ppp traps: 1 in 5 accountants report shady dealings | add these money-making rituals to your work day | 3 ways to opt out of any downturn

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

while any risk stance should always be the decision of the clients, we asked this question in a recent joint accountant’s accelerator / 卡塔尔世界杯常规比赛时间 ppp survey: on average, across all of your clients, how aggressive of a stance are you taking with ppp forgiveness?

we asked 600+ survey respondents to choose a number between zero and 100 where zero is conservative or extremely risk-avoidant and 100 is aggressive or extremely risk-tolerant. the mean was 42, or slightly more conservative than aggressive.
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