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21 reasons tax clients fire accountants

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portrait of an angry man yelling on the phonewhat could you be preventing right now?

by ed mendlowitz
tax season opportunity guide

clients have many choices, including the choice of a tax preparer. every new client an accountant gets is because that client left – fired – their previous accountant.

more: 16 traits of the best tax clients | eight ways to charm a client | plug small leaks before they become big floods | you’re only as good as your last screw-up | four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so why do clients leave?

here are 21 good reasons why they should: read more →

5 key principles for accounting firm marketing

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what’s something that continues to evolve year after year?

by katie thomas
leaders online

accounting firm marketing.

it can be hard to keep up with all the changes. just when you think you have it down, google changes its algorithm, or a new social media channel comes to the market.

more in marketing: crafting the perfect proposal  |  nine biz-dev metrics for making partner | the seven-step plan for marketing by spreadsheet  | when you’re the ‘go-to’ expert  | close the sale: getting across the finish line |  cross-selling by spreadsheet |  should you try influencer marketing? |  the case for video marketing |  communication isn’t about you |  why your social media is a flop | the biggest seo secret of all |  turning client service into new revenue |  what sets your firm apart … if anything? |  do you ask the right questions to deepen client relationships? | eat that frog: asking for a prospect meeting

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

there are a few keys that remain consistent and will help you master your firm’s marketing. and that’s what we’re covering in today’s article: five key principles to build your entire marketing strategy around. read more →

how the r&d tax credit has expanded over the years

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portrait of deborah roth
roth

improving your process? you could qualify.

by deborah roth
source advisors

deborah roth is practice leader and managing director in the fort worth, texas office of source advisors.

governments typically incentivize private industry to produce research and development (r&d) as a strategic tool to advance their economies. initially temporary, the federal r&d tax credit became the united states’ primary means for rewarding businesses for investment in research. the path act of 2015 permanently extended the r&d tax credit and expanded its provisions.

more: the nine-point plan for handling §179d
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

rapid changes in technology over the past decades have forced most companies to constantly innovate. at every stage, companies encounter technical challenges related to developing new or improved products and trade processes and integrating them with existing assets.
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geni whitehouse: unlock your accountant super powers

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the disruptors: geni whitehouse shows how to shift from a focus on mere data to priceless wisdom.

follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

with liz farr
for 卡塔尔世界杯常规比赛时间

covid showed us that we can do more than traditional services and that we can respond to change even when we don’t have all the information, cpa geni whitehouse tells liz farr in an exclusive interview for 卡塔尔世界杯常规比赛时间.

more videos and podcasts: private equity vs. the cpa firm partnership | the fintech flood: accounting will never be the same | the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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

covid has given the profession the opportunity to impact clients in a very real way, and clients now see accountants in a very different light, says whitehouse long an evangelist in the profession for progressive practices and innovation.

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making the jump from small to mid-sized firm

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businessman reading and reclining on part of red arrow trending upwardbigger firms require bigger thinking.

by steven e. sacks
the new fundamentals

there has been talk about consolidation within the accounting profession for the last several years. will the big 4 become the big 2, or will there be the big one?

more: what sets your firm apart … if anything? | why deadlines get missed | too busy? you may need to reprioritize | is it time to outsource? | five reasons you’re not swot-ready | who needs another meeting? | 4 questions for cpa firm boards
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

or, on the other hand, will there be a combination of regional firms whose size will be in the neighborhood of the top 10 or top 15 firms that are considered super-regional firms – and who may consider themselves direct competitors to the big 4?
read more →

5 keys to m&a success

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industrial metal number 5learn from the paths of others.

by ira rosenbloom

in 2021, we worked successfully on m&a with firms ranging from $1.5 million to $250 million in annual revenue.

more: 10 steps to a superior tax department | 10 ways to protect your best clients from your competitors | are you overthinking an m&a deal? | how to put the ‘success’ in succession | how covid-19 has changed succession planning | top 10 steps to maximizing profitability
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five lessons from those transactions to put you on the road to succession success:
read more →

the secret to remote work: checklists

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woman leading meeting, flipchart in backgroundperfecting processes assures that clients benefit, and so does your team.

by jody grunden
building the virtual cfo firm in the cloud

with the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.

more: turn process into profit | three keys to client file security | cybersecurity poses challenges for virtual firms | check the roi of new tools | is that shiny new software your best choice?
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creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. process helps streamline things, reduces confusion and makes your team more efficient and productive.
read more →

buying a practice from an estate

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businessman looking thoughtfulmake the terms work for you.

by ed mendlowitz
call me before you do anything: the art of accounting

this was precipitated by my hearing of the untimely death of a sole practitioner who was a friend. his family wanted to sell the practice and was shopping around for a buyer.

more: the growing pains of a small firm | giving clients the best you’ve got | secrets in specialties | 10 more reasons cpas quit public accounting | the 10 best movie accountants | when cpas leave to work for a client | when parents, children hit an impasse | wealth is a state of mind | the six types of “impossible” clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

he died two and a half months ago and a deal still hasn’t been consummated. another friend who was trying to acquire what was left of the practice has kept me advised of the progress.
read more →

from senior to manager in 12 quick questions

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what it takes to get promoted.

by marc rosenberg
the rosenberg practice management library

cpa firms have many different titles or positions.

more: making partner: the essential metrics | what makes a partner | want to be a partner? meet these 17 expectations | five reasons not to make someone a partner | yes, you need another partner | six big mistakes in succession planning | what a firm needs from its leaders
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today, we’ll address the most common:

  • staff
  • senior
  • manager

i often use the term “staff” to refer to anyone who is not at the partner level. this is different from a “staff-level” associate, who typically has only a few years or less of experience in public accounting. but exactly what does it take to advance from staff to senior and from senior to manager?
read more →

staffing crisis: 40% are looking for new jobs

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data chart
adecco group 2022 salary guide

money isn’t the biggest draw.

by 卡塔尔世界杯常规比赛时间

america’s workers are on the move. maybe it’s post- (let’s hope) pandemic restlessness. maybe it’s the closing of companies and the loss of jobs. maybe it’s the windows of opportunity that opened during remote work.

more: the fintech flood: accounting will never be the same | cpa roi doa: why the next-gen accountant won’t be a cpa | matt wilkinson: think small to think big | how to communicate your value  | payroll services rocket with u.s. economy | internal communication can’t be overlooked | top issues: talent, time, and transformation |  the disruptors: re-inventing accounting with tyler anderson |

more in recruiting  & talent management

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

whatever it is, an astonishing 40 percent of workers say they are likely to consider a new job opportunity in 2022, according to the 2022 salary guide issued by the adecco group.
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three reasons to use pros for estates

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jason p. trenton
jason p. trenton: how to avoid family feuds.

family members might not know all the risks.

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

being named executor of an estate places many legal and fiduciary responsibilities on that person. an executor is entrusted with settling the decedent’s affairs, arranging for the payment of any income and estate taxes, and distributing the assets of the decedent’s estate.

more: six benefits of family offices | how to profit by being a thought leader | the best wealth coaching candidates | opportunities within covid-19 | clients who prefer obscurity
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in most cases, people choose a loved one or family member to serve as executor.
read more →