special

you have to believe in yourself

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young man fixing collar in mirrorperception, even your own, is reality.

by martin bissett
 business development on a budget

“no man has the ability to step outside of the shadow of his own character.” — robespierre

as far as our potential clients are concerned, how they perceive us is how we really are to them, regardless of the truth of the matter.

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 | four biz dev tasks to start the new year | what the next generation of practice leaders faces | five ways to show commitment
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because of this, it’s important to realize that when we are meeting a new potential client who has not been referred to us, it does not matter what the reality of our value proposition is; it matters how that potential client perceives our value proposition. therefore, to be effective
in winning work, we must understand how we can positively influence their perception of us at each stage of the relationship-building process.
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26 ways to wreck a financial projection

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and some things to do instead.

by ed mendlowitz
77 ways to wow!

hello, i am mr. no and have been asked to explain what i do and why i could be your biggest obstacle.

more: how to prepare business plan financial projections | what’s more profitable, raising or lowering prices? | insurance you might not know you need | solos need plans for death, disability | five ways to ward off fraud in not-for-profits | client hires new manager: you need a plan | anatomy of a fraud | how to explain internal controls to clients
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i can’t help you, but i can definitely hurt you. and i love to hurt those who understate my importance. in reality, there is nothing in it for me to okay a deal, and my reputation and credibility might be hurt, and i could even lose my job if the deal flops. on the other hand, saying no keeps me safe and free from harm.
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help clients avoid fallout from personal complications

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this requires a certain level of trust.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

the terms “mistresses” and “mister-esses” tend to have negative connotations, as they refer to out-of-marriage emotional or sexual relationships. all too often, wealthy individuals with a paramour (illicit partner) open themselves up to potentially very messy and costly situations.

more: why tax planning matters so much to the wealthy
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family relationships are commonly impacted. for example, the matter of what assets become the property of the paramour can be especially problematic without the implementation of certain wealth planning strategies.
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megan genest tarnow: hire for curiosity rather than compliance

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flip the org chart and put staff at the top.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

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

megan genest tarnow is well-known in accounting circles as the go-to expert in using quickbooks for the fund accounting required by nonprofit entities.  

more: 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

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many of the best accountants she knows have come from non-traditional backgrounds like dance or philosophy. megan herself worked in theater for several years before she was thrust into a finance role. like her, these non-traditional accountants apply their native curiosity to understand how the pieces fit together. by leaning into the work and asking questions, they uncover an unknown aptitude for accounting, suggesting that perhaps we should hire for curiosity rather than compliance knowledge.  

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wants vs. needs: why not fill both?

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woman driving a sports carcas can help make it happen.

by hitendra patil
client accounting services: the definitive success guide

what some clients feel is an absolute need, other clients may feel it is not. people may need to book an uber or lyft ride, but some of them may want a premium ride.

more: 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?
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some of your client accounting services will be the premium ride your clients will want. for some clients, your premium services will be the need. (you want such clients.)
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12 points of a good compensation plan

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green checks being made on checklisthow to reward partners.

by august j. aquila
what makes a great partnership

during the last 13 years i have focused a large part of my practice on helping firms develop compensation plans. a critical element in keeping partners engaged is having a compensation system that rewards them for doing the right things. here’s what i found to be some of the best practices.

more: rate managing partners in six areas | eight ways managing partners make a real difference | five reasons that leaders fail | eleven things partners must do | seven keys to becoming an equity partner | how to achieve partner unity | the seven building blocks of a great partnership
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  1. every compensation plan should be constructed to help the firm enhance its ability to service clients, achieve its strategic goals and attract, reward and retain the right people. if a firm’s plan does not accomplish these objectives, it needs to be restructured.

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4 new tech trends to watch

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embedded research assistants, metaverse meetings, more evs and safer connections are closer than you think.//www.g005e.com/2022/12/06/choose-your-little-black-dress-of-technology/

by rick richardson
technology this week

now that we have a few weeks of 2023 under our belts, it’s time to look out to the remaining months to see what areas of technology are going to have the biggest impacts on our lives.

before we look forward, let’s look back to the end of 2022 and see the trends that were forming and how they will affect our world in 2023.

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.

from a hardware perspective, it was an unexciting year. apple and samsung refreshed their flagship smartphones, but most reviewers rated the changes as incremental upgrades. mark zuckerberg, with his eyes on changing the way people work, introduced a $1,500 virtual-reality headset. but, with only a two-hour battery, most users will strap the new headset on for gaming.

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what your marketing program can and can’t do

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"target market" illustration with arrow and bull's eyeall the marketing effort in the world will rarely produce a client. it can only produce a receptive prospect.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

the tools of marketing are not a program – they are simply tools.

more: have you planned how to service your new revenue? | how to set marketing objectives | how marketing in accounting has evolved | accounting marketing 3.0: new rules | nine fundamentals for a healthy marketing culture in an accounting firm
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a marketing program, then, is not simply a catalogue of tools. it’s a plan – a strategy and a tactical plan. it’s the sum total of all relevant activities, supporting one another, and not just random activities designed without objective nor relevance to the needs of the prospective client.
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who is better at accounting, ai or humans?

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and what that means for the profession.

by hitendra patil
rise of the aiccountants

a new research study by the american accounting association evaluated the performance of chatgpt on accounting-specific content.

more: talent shortage: ai neither the cause nor the remedy | accounting profession to experience highest ai impact | be serious about ai, not amused
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the study was conducted by a team of 327 coauthors from 186 educational institutions worldwide, who entered 25,817 assessment questions and evaluated the accuracy of chatgpt’s responses.
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why buying into a firm is such a great investment

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hand watering small plant in pot shaped like upward arrowcaution: don’t get hung up on ownership percentage.

by marc rosenberg
how to bring in new partners

accepting a partnership invitation offers two terrific, lifetime benefits to new partners that for most people cannot possibly be matched in any other career pursuit.

more: four philosophies for managing a cpa firm | how partner and staff actions impact profits | nuts and bolts of mentoring staff | nine ways to measure staff performance on the path to partner | sixteen duties of a partner
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if they don’t see this and agree with it, then perhaps it would be unwise for them to accept the partnership offer.
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capture testimonials to increase credibility

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testimonials are powerful, and video leads the way.

by beth ziesenis
app of the week

the first full week of may is update your references week, and whether you want references for yourself or your company, it’s always a good idea to know someone who can speak well of you and/or your services.

more apps of the week:  make your computer a clean slate | recycle and repurpose old devices | enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination | 
see all: apps of the week here |
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a reference or testimonial can be crucial because they are typically unbiased comments that will either prompt managers to secure an interview with a hopeful job candidate or they can encourage others to try your products or services.

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four reasons to perform tax projections

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fountain pen on word "tax"make sure the client sees the value.

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

many accountants do tax projections. some clients get projections who should not, but there are many who do not, who should.

more: four additional services to suggest
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here are some insights about preparing and charging for them.
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start every engagement with an sla

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man and woman at table in client meetingbonus: an sla sample checklist.

by penny breslin
it’s not just the numbers

anytime there is a business relationship between entities, expect to see a contract or some form of written agreement. in outsourcing, as in many other relationships, this is called a service level agreement (sla). this agreement is used to establish the scope of the engagement. it clearly states who is responsible for what, when, where and how. it provides a quid pro quo that you can verify with the business owner(s), so that both parties are fully aware of their obligations.

more: three demos: pricing your value add | set expectations with an anticipatory set | four steps for controlling source documents | how to use onenote to create a firm playbook | how to develop procedures for bos | top tech tools for building your new bos business | choose your little black dress of technology | pick your favorite clients | keep the accountants focused on accounting | what do you want advisory services to be?
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the important thing is to go through each function and each area with the business owners(s), have them read it with you together and check off each item so that they are clear on what you expect from them, and so you are clear on what deliverables you are promising.
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