looking for a life? look past the big four

vault.com ranks accounting firms by “quality of life” issues.

leading the way was elliot davis, which took the top spot in four categories, with withumsmith+brown and deloitte each earning no. 1 rankings in three categories.

s&g financial services took the lead in two categories, and armanino mckenna, pricewaterhousecoopers, and rothstein kass each grabbed one top spot in this year’s rankings.

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irs to start fingerprinting tax pro’s

fbi background checks for some ptin registrants.

the irs is airing proposed rules and user fees for fingerprinting and for taking the new competency examination.

total fees, counting the irs share and corporate contractors doing the work, are expected to be between $60 and $90 for fingerprinting and $100 and $125 for testing.

the irs share of the fingerprinting fee is expected to be $33 and $27 for the test.

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clark nuber’s six proven ways to attract and develop talent [video]

maybe the 150-person firm in bellevue, wash., has found a winning formula.

[jwplayer mediaid=”12592″]

tracy l. white

clark nuber is consistently ranked among one of washington’s best places to work and the firm has an 88 percent retention rate. tracy l. white, sphr, senior director of human resources, shares insights into what it takes to build a dedicated staff:

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old-fashioned accounting marketing dies slowly

the painful journey to a new era.

by bruce w. marcus
professional services marketing 3.0

bruce w. marcus

in the years following bates, accounting firms began a long and difficult process of learning how to market.

accountants were still so steeped in the no-commercialization ethic that they tried to resist any form of marketing. they couldn’t, because other firms had started doing it, and were winning clients.

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get real: six practical goals for accounting marketing

and why it’s not product marketing.

by bruce w. marcus
professional services marketing 3.0

the adjectives and comparisons and superlatives so common in product marketing have no place in professional services marketing.

the boast, even when there seems to be a foundation for it, rarely works. but professional services marketing can work when it’s designed to: read more →

what do you mean they’re not my clients?

no, you don’t own your clients.

by jason m. blumer, cpa/citp
founder, thriveal +cpa network
chief innovation officer, blumer & associates cpas

jason m. blumer
jason m. blumer

i’m learning a lot these days. for instance, i’ve learned the value of where my real assets are found.

an australian colleague said he doesn’t call his clients “his” anymore.  that is, he has realized something that many of us in the business are slow to accept – your clients are not your property and you do not own them.  ouch.

why do i believe this?

before we hit some practical aspects to this truth, let me discuss the deeper reasons for this new belief.  with the accountancy revolution, i’m seeing that clients, or customers as i like to call them, have the freedom to make their own choices for their service providers. and i now believe this deeply.

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