special

no more cold calls

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start by finding emails for new connections.

concept of sending e-mails from your computer

by beth ziesenis
app of the week

to celebrate no brainer day on february 27, let a handy site help you figure out company emails without any effort.

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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according to national today, the holiday is believed to be funded by adrienne sioux koopersmith “to encourage people to keep things simple and resolve situations calmly without stress.”  basically, if any activity requires planning, studying, analysis or thinking of any kind, then it’s an assignment for another day.

 

back to finding emails….

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eleven things partners must do

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woman and man in business suits looking at laptop screenthe firm’s owners are responsible for implementing its vision.

by august j. aquila
what makes a great partnership

partners are the culture in a professional service firm – what they believe, what they reward, what they do and how they do it determines what and how things get done. but one of the problems we consistently hear about is the lack of clarity in what being a partner means. and in the absence of clarity, the partners typically fill the gap by doing what they think it means, with all of the differences of thought and behavior that inevitably brings. it’s these differences in behavior that result in firms failing to maximize their potential.

more: do your partners pay their own way? | why partners need written goals | seven keys to becoming an equity partner | how to create firm accountability | eight criteria for partnership | how to achieve partner unity | five questions to ask your partners about accountability | how you can get partners to change | the seven building blocks of a great partnership
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this table illustrates some of the differences in approach that can occur when partners interpret their responsibilities themselves.
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how to be a small business advisor

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two businesspeople meeting over coffeeyou’re more than what you think you are.

by jody padar
the radical cpa

to me, to be the most trusted business advisor is to be a small business advisor. that’s what my customers see.

my firm serves small businesses from the ground up to $10 million. yes, we look at their numbers, but practically speaking one gains a lot when you’re in their financial underwear drawer. most of our conversations are around their questions. it’s a natural extension of the work we already do – financials, taxes, payroll, cash flow and forecasting.

more: center your firm around your client | commit to change | your client base is global | ready for change, so now what?
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these people are not asking complex tax questions. they’re asking about it, human resources, general licensing, and for help with some decision-making. we’re small business consultants.
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why is change so hard for firms?

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one person makes a change to a new different direction from crowd of peoplestart with trends in your clients’ industries.

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.

i’m puzzled by the accounting firm that continues to function today as it did many decades ago – in so many areas, as if the world continues to be as it was decades ago.

more: 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
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at the same time, in the midst of all that’s changing in the professional world, i’m surprised that change in the marketing process for professional services is evolving so slowly. there are indeed exceptions, in which a handful of firms have extensive programs that are innovative, and very large staffs to execute them. these few firms have specialists in such activities as business development, media relations and so forth, but considering the vast number of accounting firms, their number is a small percentage of the professions.
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why you need a link-in-bio tool

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get around limitations.

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

what the heck is a link-in-bio tool? and do i need one? yes, you do! but first, an explanation is in order.

more: what’s in a (domain) name? plenty | need leads? try a quiz | now’s the time to clean up your email list | don’t let prospects fall through the cracks | how to fire a client | five tips for virtual team member happiness | boost your cross-selling in two easy steps | beyond bookkeeping: five value-add service areas | 11 kinds of wealth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when you complete a social media profile page, you’ll notice that some have the limit of being able to include only one link. the question becomes, what link is best to add? should you link to your website? your linkedin profile? a free report you offer? or something else?
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wealthy drive expansion of family offices

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couple sitting across desk from advisoraccounting firms have an opportunity, but they’ll need to loop in other experts.

by russ alan prince

single-family offices are proving to be the preferred way the super-rich (net worth = us $500 million or more) optimize their financial and personal lives. the power of the family office model has become well recognized by wealthy individuals and families who are far from super-rich. these wealthy individuals and families are gravitating to family office practices at an exponentially greater rate.

more: does wealth management make sense for your firm? | five business models for wealth management | four core principles for elite wealth management | are you missing maximum potential? | why accountants fail at wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in a 2018 study of 264 wealthy individuals, nearly three-quarters of them reported that they want the same advantages single-family offices can provide the super-rich. nearly nine out of 10 wealthy individuals with a net worth greater than us $30 million, eight out of 10 wealthy individuals with a net worth between us $10 million and us $30 million, and about three out of five wealthy individuals with a net worth between us $1 million and us $10 million are strongly attracted to the family office model.
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nine ways to measure staff performance on the path to partner

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they may have skills, but are they the right ones?

by marc rosenberg
how to bring in new partners

there are many ways to measure the performance of staff on the path to making partner.

more: three types of skills you need to become a partner | six ways new partners differ from managers | sixteen duties of a partner | seventeen basic expectations of partners | the four essentials for every new partner | five people to keep out of partnership | nine ways to woo a prospective partner | tell potential partners what it takes
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as is my style, i will present far more measures than most firms actually use. but i doubt you’ll perceive any of the methods here as unimportant.

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‘quick and dirty’ tax review

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… in 17 steps.

by ed mendlowitz
how to review tax returns: the field-tested update

everything i suggest in my handbook is recommended and works well. each firm will use and adopt what they want and what fits into their practice.

more: when returns should be submitted for review | 10 errors that ‘smart’ scanners make | tax: the procedural checklists your firm needs | the best way to review a tax return | why you can’t skip checklists | how to turn tax returns into new business
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many times, i am asked for a quick down and dirty suggested review method, so i put the following together. this should not be a substitute for reading the handbook and considering all my recommendations. reviewing is a process, not a thing to do.
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how much advice should your firm provide?

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hitendra patil cas q-and-a logoyou have to stop somewhere.

by hitendra patil
client accounting services: the definitive success guide

q: what should be the scope of consulting/advisory services? how broad? how narrow? 

more cas q&a: battling cas cost pushback | clients don’t understand cas, but they know value | how to differentiate cas | will my clients find cas expensive? | do i need to learn new skills to succeed in cas? | cas marketing is different. here’s how | cas: much more than bookkeeping
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a: there are two distinct aspects to the scope of your firm’s consulting/advisory services.
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only 39% of tax returns filed by pros

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data tablerefund amounts are down 14%.

by beth bellor
卡塔尔世界杯常规比赛时间 research

the second week of tax season brought more double-digit increases over 2022’s pace for the same period.

more: tax season opens with refunds up 85%
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according to the latest data, the internal revenue service has received 28.8 million individual income tax returns, up 9.1 percent. it has processed 26.6 million returns, up 13.6 percent.

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why time tracking still matters

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if your team dismisses timesheets as old school, you may want to rethink that strategy.

by frank stitely
the relentless cpa

pen ready to fill in blank timesheet

because capacity is the denominator in the lean six sigma equation, and employee productivity is a big factor in capacity, employee productivity becomes a big factor in determining turnaround time.

more: business owners face one of three exits | don’t let clients dictate tax workflow | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | easy ways to avoid ‘done but’ tax returns | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first, let’s dismiss all the consultants who tell us time tracking and productivity metrics don’t matter. for the most part, these consultants have never managed or owned cpa firms. rarely have they worked in firms for any length of time. they have never known the struggles of meeting payroll the first pay period in february, when employee hours are up but the tax season money is not rolling in yet.

here’s an example that shows why time tracking and productivity metrics matter:
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procedures require regular revisiting

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woman drawing flowchart on a blackboardremember it’s not just your team on board, it’s also your clients.

by penny breslin
it’s not just the numbers

once you have your procedures, you can assign tasks to your team members. because we perform back office work for many accounting firms, we often adapt to other firms’ workflows. we are often on their workflows for our tasking but internally we also needed a simple means of tasking. another easily integrated app with slack provided this, teamline. with teamline we just type /teamline into any channel and:

  • create a new task on the fly or use a premade template
  • assign it to a team member
  • set a due date
  • attach a file
  • add a checklist of items

more: how to use onenote to create a firm playbook | how to develop internal procedures | proper workflow demands consistency | workflow tools can deepen client relationships | going viral: today’s top marketing strategies | top ten types of clients (and 24 more reader suggestions)
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teamline notifies both the assignee and the creator as to the progress of the task automatically. integration to our google calendar puts the teamline task into the calendar. we never leave slack while doing this as the integration between slack, teamline and google calendar is seamless.
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how do you value your most important asset?

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yes, your employees.

by steven e. sacks
the new fundamentals

skills, abilities and experience are the elements recruiters use to assess candidates who come before them. but what is interesting is despite a skill set playing  a dominant role in the value that an employee brings to the organization, it may not be recognized as such. this is not a new concept. i came across research conducted in 1918 by harvard university, the carnegie foundation and stanford research center.

more steve sacks: how to build a winning proposal | six ways to fix your firm agreement | the great resignation or a reshuffling? | listen to learn | build the framework to a solution with five answers | try for success, not a win
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the study discovered that almost 95% of job success comes from having well-developed soft skills (better referred to as life skills ) and people skills, while  only 5% of job success comes from technical skills and knowledge — hard skills.

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