make risk work for you
how to turn risk into a business opportunity. by sean stein smith risk is an inevitable part of life, as well as being inherent in every business transaction that is undertaken, or not undertaken.
outlook & analysis
6 reasons to keep partners from retiring
and 4 ways to put them to good use.
by august j. aquila
creating the effective partnership
there may be some senior partners who want to spend their remaining years basking in the sun or playing golf. but, given the negative and low returns of the stock market the last few years, more senior partners will be concerned about their economic future and will want to stay involved in the profession. this can be a win-win situation for both parties or it can be a lose-lose.
senior partners have a wealth of knowledge that you don’t want to lose. for example, they possess: read more →
the top 10 cpa firm problems that technology can address
new survey shows technology’s role in turning challenges into opportunities.
by rick telberg
ask a practicing accountant what keeps them awake at night, and you’ll get many of the same answers in one form or another: clients, expenses, staff or technology. and that’s borne out in the first annual accounting firm operations and technology survey, offered exclusively by 卡塔尔世界杯常规比赛时间. read more →
efiling by tax professionals declines by 207,000 returns
through april 11, with only days to go, the nation’s professional tax practitioners had efiled almost 62 million returns, down about 207,000 from the same time a year before, or 0.3%. that may represent something of a last-minute recovery, considering … continued
what shopping habits reveal about accounting clients
the four flavors of new clients.
by hitendra patil
pransform inc.
tax season is over and you made it through the home stretch, significantly tired but scraped through! now is the time to rethink your business model on the new learning from tax season and to restart looking for new clients. you don’t want to create more “c clients” that suck the energy, time and profits like a vortex.
not sure how to estimate the value of your prospects? you may want to learn their shopping habits. read more →
succession planning for cpas: just imagine
question: i am 57 and have become very concerned about retiring and what i could get for my practice, how long i would have to stay and how the whole process works. i believe i’ve read all of your q&as but have never heard you speak on this subject. is there anything you can give me to read that sort of ties in everything?
response: for cpas in practice, succession planning takes on a meaning other than what it might seem. many of the cpas i know find it difficult to imagine themselves retiring, and therefore do little in the way of planning. for those who think they will work until they drop, stop reading now and go to the sudoku puzzle, because that will probably provide you with more gratification in the long run. read more →
ten things every firm needs to make clear firmwide
the main categories of information for internal communications and management. by bruce w. marcus professional services marketing 3.0 while the substance of information varies from firm to firm, there are 10 categories that cannot go unconsidered:
merging upward: 15 reasons small firms are so anxious about merging
natural allies: how financial professionals can partner with it
by sean stein smith advances in computer, mobile and cloud technology are revolutionizing both the ways that individuals live their lives and how organizations operate in the competitive environment.
celebrating the end of tax season 2014
sound off: marking the end of the busy season
congratulations! you’ve survived another season of long nights, saturday workdays, cranky clients, buggy software and cutthroat competition. now it’s time to party, kick back, relax, reconnect and unplug.
the 卡塔尔世界杯常规比赛时间 busy season barometer is hearing it all. here are some of our favorite comments from some of our favorite readers…
join the busy season survey; get the results.
today’s bonus question:
celebration plans read more →
tax season success drivers: better software, easier clients, higher billing rates
sound off: busy season ‘much better’ than last year in client appreciation, software and fees
卡塔尔世界杯常规比赛时间 research
better software, well-prepared clients and some fee increases are spelling an improved tax season this year for many practitioners.
the annual 卡塔尔世界杯常规比赛时间 busy season barometer shows about 47% of some 1,191 practitioners canvassed in the last 30 days say their season so far is at least “somewhat” or even “much” better than last year’s. on the other hand, about 30% are reporting no change from last year and about 24% say business is “worse” including about 4% who call it “much worse.”
join the survey; get the results.
today’s bonus question: lessons learned
5 ways to find your focus for summer success
by sandi smith leyva
with so much to do as business owners, we can get pretty overwhelmed at times. we can start believing that we have a “time” problem, but since all of us have 24/7, there really is no such thing as a time problem. read more →
tax professionals plagued by tough competition
sound-off: busy season ‘much’ worse than last year.
卡塔尔世界杯常规比赛时间 research
the nation’s tax professionals are heading into the final days of the 2014 season brimming with optimism that all the hard work may be paying off. but the hard work isn’t over yet and it isn’t paying off for everyone.
join the survey; get the results.
today’s bonus question: lessons learned