art werner: the godfather and tax issues | quick tax tip
the corleones’ quest mirrors modern succession planning.
quick tax tip
with art werner
cpe today
surveys & research
what if you could start over?
spend a few minutes imagining a clean slate.
by ed mendlowitz
tax season opportunity guide
we all get caught up with what we do. sometimes so much that we lose sight of what we are doing and the purpose.
more by ed mendlowitz
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also, work happens. many of us start out with lofty plans that go astray as the practice develops. many things cause it – clients we get, availability or lack of availability of the right staff, how we choose to learn or not learn new things, and even where we locate.
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advanced tax preparers need managing, too
four best practices.
by frank stitely
the relentless cpa
managing advanced-level preparers sounds easier than it is. these preparers will all have blind spots that appear at inconvenient times. some won’t be able to adapt to your internal procedures, because they worked at firms without well-defined procedures.
we had one person who insisted on printing out the prior year tax returns and workpapers before beginning a return. she said she just needed the paper in her hands. that didn’t work for us.
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she asked to be paid on a salaried basis. when we agreed, she then demanded to be paid on an hourly basis. we agreed to that as well. then she wanted to go back to a salary. she believed that whatever we agreed to would be bad for her.
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three questions about firm culture
you should be a team. but what kind are you?
by martin bissett
passport to partnership
this second c is a stormy and choppy one, often fraught with political icebergs but navigated diplomatically and with maturity, will lead you through.
more by martin bissett
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case study on culture
deborah had done well. she was bridging the firm’s culture gap and fulfilling its desire to be seen as an equal opportunities employer by becoming the practice’s standout rising star.
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steve evans: why traditional hiring methods fail | the disruptors
redefine how you hire and develop top accounting talent.
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr
in 2012, steve evans’ friend giles pearson, a big four accountant in new zealand, needed help. pwc kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. steve, an expert in psychometric testing, thought it might take half a day to scour the marketplace for appropriate tests but found nothing useful.
more podcasts and videos: roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours | mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business | nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |
“they’re all rubbish,” he recalls telling giles. “they’re out of date. they’re not country-specific. they’re not really accounting-specific. they’re just math questions dressed up as an accounting test.” out of that failure, accountests was born.