special

making partner: the essential metrics

by

from mastering business-building skills to people-building skills.

by marc rosenberg

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

more: making partner: what managers need to know | the 17 rules for making partner at a cpa firm | who shouldn’t be a partner? | nine reasons people are promoted to partner | how to make partner?
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. they are not listed in any particular order of importance.

read more →

beyond tax prep: the big cha-ching!

by

five reasons business clients are ready for tax advisory services.

credit for data: intuit

by 卡塔尔世界杯常规比赛时间

question: if half your tax clients were buying planning or advisory services for five times what they’re paying for tax prep, what would that add up to?

answer: a big cha-ching!

more on tax season: crisis at the irs | the irs’s 10 biggest problems. here are just the first five. | fear and loathing for tax season ’22 |  padar joins vc-backed tax fintech for banks |  covid chokes an already crippled irs | tax regs for the metaverse | 10 steps to a superior tax department | accountants critical of competitor price-cutting |  automate busy season with apps you already use | sales & use tax costs are higher than anyone thought | survey: nobody loves the wayfair decision | busy season forecast: more chaos  | a woman named wanda leaves an ira nightmare  | are you under-pricing your client accounting services?  | your best advice: get smart, get tech, get moving | worries for small business clients |

goprocpa.compro members: log in here or 2022世界杯足球排名 today.

this may be the season for tax filing, but accountants failing to leverage prep into planning and advisory are missing out on a lot of potential revenue.

the average annual fee for tax planning and advisory services is $2,351—five times the average annual tax prep fee of $459, according to a new study. read more →

crisis at the irs

by

sound-off: how would accountants fix the irs? join the survey. get the results.

by 卡塔尔世界杯常规比赛时间

tax preparers and taxpayers aren’t the only ones with tax problems. the irs has problems, too.

ten of those problems have been laid out in an annual report to congress from the taxpayer advocate service.

how to save the irs?
make your voice heard:
join the survey. get the results.

we covered the top five here. and here are the next five explained. read more →

the irs’s 10 biggest problems

by

here are just the first five.

by 卡塔尔世界杯常规比赛时间 research

america’s taxpayer advocate service—an independent watchdog agency within the irs—has identified the ten most serious problems at the irs.

get the outlook for busy season 2022
bonus question: how to save the irs?
make your voice heard:
join the survey. get the results.
full results are available for participants and pro members.

more: fear and loathing for tax season ’22 |  padar joins vc-backed tax fintech for banks |  covid chokes an already crippled irs | tax regs for the metaverse | 10 steps to a superior tax department | accountants critical of competitor price-cutting |  automate busy season with apps you already use | sales & use tax costs are higher than anyone thought | survey: nobody loves the wayfair decision | busy season forecast: more chaos  | a woman named wanda leaves an ira nightmare  | are you under-pricing your client accounting services?  | your best advice: get smart, get tech, get moving | worries for small business clients |

goprocpa.compro members: log in here or 2022世界杯足球排名 today.

by “problems,” the tas means the difference between what taxpayers want and what the irs delivers. unfortunately, tax preparers trying to bridge the gap between the two often end up taking grief for failing to do the impossible.

understanding the problems at the irs end can help practitioners explain the situation. here are the top five: read more →

fear and loathing for tax season ’22

by

most tax and accounting practitioners see a bleak outlook ahead.

by 卡塔尔世界杯常规比赛时间 research

tax and accounting professionals are launching into busy season 2022 with widespread fears of crisis and chaos, facing a third year of pandemic conditions, the staffing shortage, a sputtering irs, and political and economic uncertainties.

the outlook for busy season 2022?
join the survey. get the results.

full results available for participants and pro members

a majority of accountants are telling the 卡塔尔世界杯常规比赛时间 busy season barometer that they are expecting an even worse year than last year, with 40 percent bracing for “somewhat” worse and 11 percent girding for “much “worse.

read more →

padar joins vc-backed tax fintech for banks

by

padar

april tax solutions targets banks and financial institutions.

jody padar, cpa, also known as “the radical cpa,” has exited botkeeper after three years and joined april tax solutions, inc., a start-up that uses an intelligent tax platform to automate the filing process and embed tax prep into broader financial applications.

padar is head of tax and evangelism. april is backed by $10 million in seed capital from a number of venture capital funds.

“it’s time to bring taxes into the digital age,” says padar. “i’m excited to lead the charge and help the next generation of consumers and accounting professionals have a better relationship with tax filings.”

april says it partners directly with banks and financial institutions to do away with the silos traditionally existing between tax and financial planning. the company is rolling out in the first half of 2022 to select customers of leading fintech partners in time to file their taxes for this season.

read more →

close the sale: getting across the finish line

by

what you need to know before you get to price.

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

with sarah dobek and ty hendrickson
inovautus consulting

negotiating the terms of a new engagement can be intimidating and downright scary.

related: growing revenue through client service | 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.

however, it’s the most important – and last – step to securing new revenue. read more →

what makes a partner

by

checklist: the 16 big responsibilities for any partner.

by marc rosenberg

when managers become new partners, they face numerous changes.

more: the 17 rules for making partner at a cpa firm | who shouldn’t be a partner? | nine reasons people are promoted to partner | how to make partner
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

those include some things they’re entitled to … and not. read more →

covid chokes an already crippled irs

by

can busy season get any worse? we’re about to find out.

irs workloads up, budgets down
irs workloads up, budgets down

by 卡塔尔世界杯常规比赛时间

the year 2021 gave tax preparers and taxpayers one big mutual hope — the hope that such a year never happens again.

more for tax season 2022: eight ways to charm a client | prepping for tax season: plug small leaks before they become big floods | four issues with ‘quick’ tax questions | updated: accountants critical of competitor price-cutting | when to pick up the phone this tax season | get your team ready for tax season | automate busy season with apps you already use | these five procedures will simplify your tax season | 11 steps to better client tax instructions | 12 ways to squeeze fun into tax season | six ways to get paid faster | survey: worries for small business clients | busy season forecast: more chaos |

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

and just in case congress didn’t get the message, national tax advocate erin m. collins submitted to that august body an annual report that pulled no punches and spared no explication. the new filing season starting jan. 24 could bring hitherto unbelievable problems.

the situation, she said, was dire. read more →

the disruptors: how to scale with new padgett coo amanda aguillard

by

watch the video or listen to the podcast.

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

“process, process, process” and other lessons in scaling an accounting business.

with liz farr

to beat the staffing shortage, tax and accounting firms will need to rank technology skills as important as accounting skills, padgett coo amanda aguillard says in this episode of the disruptors, a new 卡塔尔世界杯常规比赛时间 series of conversations between special contributor liz farr and leading change-makers in the profession. this is the first of the series.

more video: 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.

“we will have to be creative about who we hire,” aguillard says. “knowledge of accounting is important, but it’s not the only thing… being tech-curious is just as important.”

read more →

is your team climbing the right wall?

by

five ways to stay focused on the most important, not the most urgent.

by anthony zecca

do you evaluate the effectiveness of your team by what they get done or on what they get done that matters?

more zecca: how to build a standout team | competing for talent in a private-equity world | five keys to becoming a high-performing firm | assessing your firm | the 4 traits of great cpa leaders | why leaders must ensure clarity | incremental vs. exceptional success | do you lead or just manage? | managing vs. leading | is your leadership team at the edge? | 6 leadership challenges through covid and beyond | edge leaders share 7 strengths | leadership must drive culture | leading from the edge
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

simple question and for most firms, the answer is a focus on getting things done.  however, getting things done too often does not align with putting effort into getting things done that matter. read more →

eight ways to charm a client

by

we get measured on the small things – the good and the bad.

by ed mendlowitz
tax season opportunity guide

clients are our customers. they pay our salary and enable us to make good livings.

more: thorough vs. sloppy: is everyone on the same page? | four issues with ‘quick’ tax questions | 11 steps to better client tax instructions
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

do what you can to accommodate them and make them feel important – as important as they believe they are. read more →