special archives - page 166 of 341 - 卡塔尔世界杯常规比赛时间

dustin verity: keep an open mind and constantly learn

march 16, 2023

tech allows small to mid-size firms to provide better cas.

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transformation talks
with bill penczak
center for accounting transformation

dustin verity admits to being cautious. he also admits to being a technophile.

in the latest episode of transformation talks, the cpa explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm.

more: secret to success? a growth and abundance mindset | o.d. lanier: stepping into advisory | from tax to transformation | early adopters gain an edge in audit | why the future is in risk advisory | four strategies for a future ready firm
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“i’ve always been interested in technology and, and you know, efficiencies,” verity said, always wanting to know how his firm could produce more and work more efficiently. “that means less hours that we have to spend in the office ourselves.” read more →

there are only three growth strategies

march 15, 2023

by hitendra patil

where will you focus?

by hitendra patil
client accounting services: the definitive success guide

q: most traditional cpa firm growth comes from existing clients and referral sources. pilot and other similar client accounting and advisory services providers will obviously have a different growth strategy. what can you share about successful growth strategies that vary from traditional accounting firm strategies?

more cas q&a: eight steps to optimize capacity | four steps to firm caas buy-in | clients don’t understand cas, but they know value | do i need to learn new skills to succeed in cas?
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a: the business model of traditional cpa firms and the likes of pilot are vastly different. and when growth is financed by other people’s money, the methods and costs of attracting new clients are very different too.
read more →

perception is reality, client version

march 15, 2023

by martin bissett

avoid the funhouse mirror effect.

by martin bissett
business development on a budget

there used to be an old exercise used in training sessions about customer relations or selling or leadership that went like this. the trainer would ask the group to think about the color green. a few seconds later he would ask them what type of green they were thinking of, and of course there would be many variations of green.

more: your website promises. do you deliver? | a lesson in customer service and reputation | prioritize your prospects | consistency is key to business development | five questions about your network | seven things that good advisors skip
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the point is that, as the saying goes, perception is reality. whatever each person perceived as green, that would be the reality for them – but it would be different for each person in the room.
read more →

the top hotspot router – and why you need it

march 14, 2023

by rick richardson

reliability. adaptability. and cool capabilities.

by rick richardson

your phone probably has a built-in hotspot feature that enables you to share your internet connection with other devices, regardless of whether you use an iphone or an android smartphone.

more tech this week: 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
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it’s a nice function, but if you use it frequently, a separate mobile hotspot router will probably serve you better.

eight ways to value a family-owned business

march 13, 2023

by edward mendlowitz

why fair market value can’t always be used.

by ed mendlowitz
77 ways to wow!

there are many ways and purposes for valuing a privately owned business. there is no one “right” way. an appropriate method should be determined depending upon the reason and use for the valuation. here are explanations of some of the most used methods.

more: solos need plans for death, disability | when an owner dies without a buy-sell agreement | due diligence is in the details | manage better with the right financial tools | do you need a forensic professional? | six benefits of an internal audit
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fair market value

many people refer to a business’ value as its “fair market value” but this is generally a misused term. its derivation is from a 1959 irs revenue ruling that specifically addresses valuations for gift and estate tax purposes and does not necessarily provide a reasonable valuation for other uses.
read more →

can’t irs tax pro accounts do more?

march 12, 2023

by 卡塔尔世界杯常规比赛时间 research

of course it can. here are five recommendations.

by 卡塔尔世界杯常规比赛时间 research

in 2021, the irs rolled out its tax pro account program, a relatively quick response to the complications brought down by covid-19, not to mention the years of dwindling service brought down by congressional budget cuts.

more: hello? irs? anybody home? | taxpayer assistance centers need upgrade | tax pros offer advice for small businesses | has early tax season optimism peaked? | why the irs is still doing data entry by hand | accountants’ top problems for tax season 2023
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the purpose of tax pro accounts is to allow practitioners to perform basic services online for their clients.

unfortunately, the services enabled by the program were and still are rather limited. many of the services that individual taxpayers themselves can access online are not available to their tax accountants.
read more →

review your cas: when, what, how

march 12, 2023

by hitendra patil

weave the review actions right into your processes.

by hitendra patil
client accounting services: the definitive success guide

why review your client accounting services offering periodically?

more: be serious about ai, not amused | how to offer proof to cas prospects | how to market cas to existing clients | 12 cas profitability killers | how weekly cas reports help businesses | cas: much more than bookkeeping
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most accounting firms ultimately optimize their internal processes and resources that produce their services. the measurement of such optimization is the profitability of the firm. when firm owners/partners feel the pressure on profitability, it is natural for them to measure the factors that contribute to profitability, and the cost thereof.
read more →

nine reasons that prospects say yes

march 10, 2023

by bruce w. marcus

how to use marketing to build for the future.

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.

to put it simply, professional services marketing is a process that’s designed to bring a firm and its prospective clientele together. more than just accumulating clients, the effective marketing program helps shape and secure a practice that’s relevant to the dynamic needs of both the firm and the clients it serves. more than a collection of marketing activities, marketing is a process.

more: why is change so hard for firms? | how marketing in accounting has evolved | how marketing evolved to 3.0 | why value pricing works | accounting marketing 3.0: new rules | accountants don’t sell soap. | why competition matters most | nine fundamentals for a healthy marketing culture in an accounting firm
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the process, essentially, may be perceived in four parts:

define the market.
define the service to meet the needs of the market.
define the tools of marketing to be used to reach and persuade the market.
manage the tools.

what managing partners must be doing

march 10, 2023

by august j. aquila

bonus: questions for self-evaluation.

by august j. aquila
what makes a great partnership

the responsibilities of a managing partner can be captured in the following two paragraphs:

general responsibilities include reporting directly to the governing committee and the firm, being responsible for the firm’s overall management and practice, supervising the overall marketing and business development effort, managing the professional staff and providing guidance for the support staff.

more: managing partner: the toughest job in the world | eleven things partners must do | seven keys to becoming an equity partner | how to achieve partner unity
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specific responsibilities include coordinating the firm’s practices among the different offices and departments, implementing the partnership agreement, appointing heads of various committees, representing the firm in community and professional organizations, supervising the functioning of the governing committee, overseeing the functioning of standing and ad hoc committees, providing guidance on financial policies and working with the governing committee to develop personal and administrative policies.

these are without doubt good areas, but are they the ones managing partners should focus on?
read more →

solve a math problem without doing math

march 10, 2023

by beth ziesenis

or maybe figure out how to help your kids with common core math.

by beth ziesenis
app of the week

pi day is celebrated on march 14 (3.14). people love the theme so much that it’s also the international day of mathematics. bonus: it’s also albert einstein’s birthday!

the nerd power is strong.

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
see all: apps of the week here
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if you would rather celebrate pi day with actual pie than solve math problems, check out the problem-solving ai in these apps.
read more →

it shouldn’t take so long to make partner

march 9, 2023

by marc rosenberg

bonus: a 15-point checklist for the path.

by marc rosenberg
how to bring in new partners

not too long ago, accounting today published a very interesting piece of research titled “the long path to partner.” the polling question: how many years does it take to make partner at your firm?

more: 16 steps to creating a partnership path | nine ways to measure staff performance on the path to partner | five people to keep out of partnership
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the results:

less than 5 years: 9%
5-7 years: 12%
8-9 years: 12%
10-13 years: 30%
more than 13 years: 17%
don’t know: 20%

why does it take so long?

hello? irs? anybody home?

march 8, 2023

by 卡塔尔世界杯常规比赛时间 research

pulling people off the phones: not helpful.

by 卡塔尔世界杯常规比赛时间 research

the latest results from the 2023 cpatrendlines busy season barometer showed a significant shift in practitioners’ main concern this year. it used to be “late or unprepared clients.”

more: taxpayer assistance centers need upgrade | on business outlook, cpas are confident … and concerned | at the irs, short on staff means short on service | tax pros offer advice for small businesses | busy season barometer finds many cpas in transition | more cpas see worsening economy | has early tax season optimism peaked? | marchternity: just say ‘no’
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