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ryan lazanis: how to build the firm that suits your lifestyle

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bigger isn’t better if it creates headaches.

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

ryan lazanis started his previous firm, xen accounting, a 100% online accounting firm because he thought he could have a better life if he started his own business. now, he teaches firm owners from around the world how to build firms that support their lifestyles.

“your business is there to serve your lifestyle. we often lose sight of that,” lazanis says. instead, firm owners should think about what makes them happy and how their business will help them get there.

more: megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

“growing your firm should start with that concrete end in mind. work backward to see what you should be doing next and how big you want your firm to be. “a lot of firms are able to grow, but to the detriment of someone’s work-life balance,” he said. adding to the top line can also mean “we’re driving ourselves into the ground.”

instead, lazanis wants  “to help firm owners create a business model that can scale, where we can add to the top line, but in a more reasonable fashion where we’re not adding to our existing workload.”

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how much can automating bank feeds save you?

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would you believe 75 percent?

by hitendra patil
client accounting services: the definitive success guide

in the desktop days, write-up, bookkeeping and accounting processes were perceived more as “data-entry” work. the price clients were willing to pay for data entry put so much pressure on fees that many firms found it is not worth the hassle.

more: accountants are perfect for virtual cfo roles | ten ways to tell a client is ready for cas | wants vs. needs: why not fill both? | raise client expectations with cas | launch cas in just eight steps | get sticky with cas | the why behind your cas why | who is the professional?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

other services such as tax preparation, financial statements preparation, etc. brought in higher per-hour dollars than write-up, bookkeeping and accounting work could. such work got more and more “outsourced” by accounting firms to bookkeeping firms, freelancer bookkeepers and “processing” firms operated by non-cpas/non-accountants.
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irs embracing stakeholders

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partnership, feedback sought.

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service recognizes that it cannot achieve effective tax administration alone, that it must include a broad ecosystem of stakeholders.

more: coming soon: new ways to pay the irs | irs to speed up issue resolution | irs sets milestones for radically new service | irs promises 12 customer service initiatives | should tax preparers be certified competent?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in other words, taxation takes a village.

the irs’s new strategic operating plan 2023-2031 delves into the breadth and variety of stakeholders.
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family business needs real advisors

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can you be more than just an accountant? //www.g005e.com/2023/05/21/advisory-work-for-family-businesses/

discover today’s best strategies for advisory services
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by donny shimamoto, cpa, citp, cgma
center for accounting transformation

the world of accounting is more than just crunching numbers and balancing the books. for those who have chosen this profession, there is a calling to be more than just an accountant. the calling is to be a trusted advisor, to be someone who is impactful and rewarding, and to be a problem solver.

more:  the future of accounting: a vision of trust, clarity, and hope | donny shimamoto: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my!   |  accounting nerds, unlock your super powers  | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms |  staff retention for remote workers | why the future is in risk advisory |  ready for non-cpa “cpa” firms?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

one of the most meaningful transformations that accountants can bring about is with family-owned businesses. these businesses often face unique challenges that can be difficult to navigate. as trusted advisors, accountants and cpas can help provide guidance on stabilizing cash flow, transitioning the business to the next generation, and even having difficult conversations with family members who may not be equipped to run the business.

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when ‘quiet quitting’ hits the partner ranks

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sad businessman sitting at desk outdoors and looking straight aheadand 11 steps to take in response.

by august j. aquila
what makes a great partnership

over the years i have been called in to firms to help address an underperforming partner. i have learned that underperforming can mean a lot of different things and the underperformer can have many different problems.

more: nine ways to handle partners with strong views | nine standards for partner compensation | five ways to keep your edge as a leader | why partners need written goals | eight criteria for partnership
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i have also learned that many managing partners waste a lot time and energy either trying to “fix” the underperformer or just ignoring the 5-ton elephant in the room.
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when it comes to pricing it’s about ‘can’t afford not to’

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pricing based on efforts is all wrong.

by w. michael hsu

how often do you hear from clients that you’re too expensive or xxx firm can do it cheaper? the lesson in having that conversation is that it can’t be ‘can you afford it’ it’s: “can’t afford not to.’

more w. michael hsu: seven principles to work less and achieve more | how do firm leaders learn? | why your approach to cas and cfo services is wrong | your client base is global |

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

 

the concept of “you can’t afford not to” is a popular one in the world of entrepreneurship and one that cpas, especially those pricing cas services, need to learn. it is the idea that sometimes, even if something seems costly, you cannot afford not to do it because the cost of doing nothing or doing it yourself is even greater.

this idea is often applied to outsourcing or hiring, where entrepreneurs may feel they cannot afford to hire someone else or outsource a task. however, the truth is that they cannot afford not to.

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accountants raise alarms on small business outlook

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the avalara accountants confidence report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs.

looking ahead 12-18 months, accountants expect increasingly acute hardships, led by problems in accessing fresh capital, hiring, and managing labor costs. but new technology and automation could help cushion the pain for some.
https://cpa.click/smb23outlook
click to download (pdf 19 pages)

avalara, inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, released a new survey of over 500 main street accountants representing more than 100,000 small businesses.

survey responses revealed that looming economic headwinds could create challenges for small businesses in the next 12–18 months. the survey, conducted during the 2023 tax season, shows that accountants believe small businesses will face challenges in accessing fresh capital, increasing profits, managing payroll costs, weathering supply chain difficulties, and hiring new staff.

get the instant download here:
the avalara accountants confidence report

the 2023 avalara accountants confidence report, produced in conjunction with 卡塔尔世界杯常规比赛时间, queried trusted advisors with clear insights into the financial health of small business clients. the report measures accountants’ attitudes and outlook on a variety of pressing issues, leading with sentiment on the health of small business clients, and providing a read on the national economy and the state of smaller accounting practices. accountants were surveyed as they combed through business clients’ financials and prepared their tax returns.

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five ideas for summer focus

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calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in backgroundwhat do you need to rock out … if anything?

by sandi leyva
the complete guide to marketing for tax & accounting firms

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 because all of us have 24/7, there really is no such thing as a time problem.

more: four ways small firms can beat large ones | put your linkedin profile to work | five emotional skills for entrepreneurs | transform your marketing with crm | five kinds of small thinking | five tests: how open are you to change?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what you might have is a “focus” problem. here are five ideas to find your focus so that you can actually get something done this summer that you’ll benefit from.
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coming soon: new ways to pay the irs

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person using credit card to pay bill onlineimprovements will be made over four years.

by 卡塔尔世界杯常规比赛时间 research

americans are used to paying for things online, over the phone, through bank transfers, with automatic renewals, with credit cards, digital wallets and checks in the mail, not to mention a variety of specialized banks, such as paypal and venmo, and even good ol’-fashioned cash.

more: irs to speed up issue resolution | irs sets milestones for radically new service | irs promises 12 customer service initiatives | should tax preparers be certified competent? | irs: let the sun shine in … and out | irs has big plans for its $80 billion | can’t irs tax pro accounts do more? | hello? irs? anybody home? | taxpayer assistance centers need upgrade | at the irs, short on staff means short on service
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

to the frustration of millions of american taxpayers, the internal revenue service, until recently, has accepted payments only with 19th-century technology.
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seven questions to suggest estate planning

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a woman hugs another woman, who is cryingbonus: sample asset distribution worksheet.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.

more on marketing: 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.
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how to create effective communication systems

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young businessman using laptop and phone in the officetechnology makes communication easy – if you let it.

by penny breslin
it’s not just the numbers

open and clear communication is essential when you provide back office support (bos) services. you cannot take on this type of work and not stay on top of it. previous examples have shown what happens when you do it right. here’s what happens when you don’t.

more: start every engagement with an sla | three demos: pricing your value add | set expectations with an anticipatory set | get the most out of your client meeting | why bos calls for flat rates | four steps for controlling source documents
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

case study: when you don’t keep up your side of the agreement

a cpa wanting to provide bos services to his clients contacted us to help with the first setup. the software of choice by the business owner was quickbooks.
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cancer vaccine available by 2030?

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imagine a world without cancer. is it possible?

by rick richardson
technology this week

a ground-breaking group of new vaccines for a variety of illnesses, including cancer, might save millions of lives, according to researchers. a major pharmaceutical company expressed confidence that vaccines for ailments including cancer, cardiovascular and autoimmune diseases, as well as others, will be available by the end of this decade.

more tech this week:  chatgpt: what it is. why you need to know. | russia-linked ransomware back with a vengeance | amazon aws: the mainframe killer? | amazon launching its first internet satellites | russian solarwinds hackers at it again | nasa finds a $10 quintillion asteroid | firms must balance benefits, risks of emerging technology | microsoft and google go to war
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

studies into these vaccinations are also “very promising,” according to some researchers, who claim that the covid-19 jab’s success has “unspooled” 15 years’ worth of development in just 12 to 18 months.

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success in business comes second

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eight questions to make sure your personal life is in order.

by martin bissett
winning your first client

you know the identity of your first client, and if you buy into you, then there’s a good chance of potential clients being prepared to do so, too.

more: eight questions to hold yourself accountable | experts: what it takes to become partner | where is your next money coming from? | your website promises. do you deliver? | five reasons firms don’t thrive
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this is what we must remember about the purchasing of professional services such as accounting. if your prospective client is a grade a or b style opportunity for your firm, then they are not buying the services you provide per se. the services are the vehicles of delivery; the means to the end.
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