never more important than in busy season.
by sandi smith leyva
the accountant’s accelerator
no matter what time of the year it is, it seems like there is never enough time for entrepreneurial accountants to get everything done. here are three not-so-common ideas on how to make the most of your time. read more →
executive summary of key findings available.
卡塔尔世界杯常规比赛时间 is joining in the release of a broad new benchmarking project, the accounting firm operations and technology survey, produced by randy johnston, chairman and ceo of network management group, inc., and leslie garrett, phd, ceo of insight research group.
“our primary goal in developing and publishing this ebook is to deliver an easily accessible reference tool accounting professionals can leverage when making operational and technology decisions,” said johnston.
the 2014 ebook provides the most complete and up-to-date information about practice management and technology u.s. accountants are using in their practices. the ebook shares factual, actionable items and insights that are not available from any other source, further broken down for the practitioner by size of firm.
how the best managing partners gain commitment.
by robert j. lees and august j. aquila
creating the effective partnership
in the very best firms, the partners debate the options and, while it is incredibly rare for every partner to agree with every single aspect of the vision and strategy, the partners agree to line up behind the ultimate decisions. read more →
by rick telberg
卡塔尔世界杯常规比赛时间
accountants joining the annual 卡塔尔世界杯常规比赛时间 busy season barometer poll are recommending regular rest and recreation among their leading survival strategies.
some know how to balance things just right, like vic butcher who says to “exercise every morning and go out for pizza and drinks every thursday night.” we can’t object to pizza and drinks, although alan gray would have us “eat and drink less.” read more →
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how to build a plan.
by ed mendlowitz
101 questions and answers for managing an accounting practice
question: i want to start growing my practice but am having trouble defining my target client. i tend to accept every client i can and seem to have clients all over the place. is there anything i can do to better target my “ideal” clients?
answer: to have a target client means you have a target. the target is the result of a plan. so, what is your plan? read more →
tip #5: get paid before filing.
by sandi smith leyva
accountant’s accelerator
here are some fast tips to help you make the most out of busy season, which is when you have the highest amount of your clients’ attention all year long. read more →
make tax season less taxing. next question: what’s your personal “survival” strategy for busy season? join the survey; get the results.
by hitendra patil
pransform inc.
you know that tax season is all about multitasking, to-do lists, workflow, stress, stretch and of course, earning. as a tax professional, your brain (and body) is really taxed during the tax season. read more →
then you’re probably not spending enough on building a practice.
by ed mendlowitz
how to review tax returns
i refer to the tax return review process just as that – the review process. however, in reality it is part of the quality control (“qc”) system. if you think of the review as qc, would you look at tax return reviews differently? read more →
one of the signs of a good partner.
by marc rosenberg
how to bring in new partners
a standard section in well-written partnership agreements is a non-solicitation agreement. this term is a bit confusing. it really should be called the “if you leave and take clients with you, you have to pay for them” section. but it means more than that. read more →
four checklists for thinking through the process, picking the right candidate and making it work.
by august aquila
creating the effective partnership
it seems that you can’t pick up a newspaper today without reading about a merger of national, regional or local firms.
if you are a partner in a cpa firm that is contemplating a merger, you are about to enter into an extremely risky venture. this article will help you to lessen your risk and give you a better chance of having a successful merger. read more →
survey shows new sense of confidence – and urgency.
get more updates: join the survey; get the results.
by rick telberg
卡塔尔世界杯常规比赛时间
tax and accounting professionals are hoping to make 2014 the year of working smarter, instead of harder, according to a new 卡塔尔世界杯常规比赛时间 survey.
in general, the goals and objectives as described by more than 200 accountants suggest a new surge of confidence in their business and in their clients’ businesses, and a new sense of urgency in upgrading their practices or moving on.
the survey is part of a 卡塔尔世界杯常规比赛时间 project, now in its eighth year, tracking the shifts in strategy and objectives in the profession. it measures sentiment on 21 or more strategies and tactics, and goals and ambitions across firms of all sizes nationwide. read more →
the thought and calculation that goes into pruning a client list.
by ed mendlowitz
question: i want to clean out my client list of small tax clients because i am just too jammed during tax season, and don’t have enough business to hire someone. should i just drop the lowest-paying 10% of my clients?
response: i never like dropping clients unless you just can’t stand them and are losing money on them and they never referred any new business to you. however, there are times when it is smart to prune your client list.
many times practices grow where you take every client that comes along. for some that is a good strategy. for others, the strategy could be to accept only the type of clients you feel you could service best and can get the right fees. we are in a personal service business and we make our money by the work we personally do or personally are responsible for and personally supervise. we literally give up part of our lives for the benefit of our clients (and also to make our living). somehow the living comes – for some a little higher and for others a little lower, but it comes. it is the way we want to spend our time that we need to control.
this starts with a clear assessment of your abilities and what gets you charged up, and where you think you can help clients the most, and for which they are willing to pay your fee based somewhat on the value of what you contribute to them. regardless of when you started and how much you might have strayed from your original plan, you can always do an up-to-date assessment and start from that point going forward. read more →