survey: merger? maybe
nearly half of firms say they’re thinking about it.
by randy johnston and brian tankersley
the accounting firm operations and technology survey
special
pros process 44% of tax e-filings
refunds top the $100 billion mark.
by beth bellor
with the traditional tax filing deadline back in place, it’s a good thing that the gaps between 2020 and 2021 data points are closing more each week.
more: tax professionals report tough slogging | busy season 2021 gets off to weak start
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the irs had received 55.7 million individual income tax returns as of march 5, the latest data available. this was down 18.1 percent from the same calendar week in 2020, but not an apples-to-apples comparison because the 2021 tax season began 18 days later. it had processed 49 million returns, down 24.7 percent, pegging the current processing rate at 87.9 percent.
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six ways to make your own history during women’s history month
most of them are easier than you might think.
add your voice to comments: what’s working for women in the profession? and what needs more attention (especially this year when issues like this get pushed to the lowest priority)?
by sandi leyva
did international women’s day come and go again in your firm without much fanfare? that’s ok because you have the entire month of march to not only celebrate women’s history month but also to make some history of your own.
more on small-firm growth strategies: clubhouse: hottest new social platform or just more noise? | who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day | 3 ways to opt out of any downturn | 5 ‘low-hanging fruit’ ways to raise your revenues right now | how to lead in a crisis
here are several ideas you can implement immediately that will each take one small step toward advancing women.
read more →
the managing partner’s role in managing staff
14 keys. yes, they’re all important.
by marc rosenberg
the role of the managing partner
we have shared the most important parts of overall cpa firm management and the main duties of the managing partner in particular.
more: 10 ways to hold partners accountable | five ways to evaluate partners | manage partners with goal setting | overarching authority that managing partners must have | herding cats: advice for managing partners
we presented a job description for a managing partner. depending on the day of the week and the makeup of the group discussing this job description, several items would be finalists for the most important duty on the list. few would argue if the winner of that competition were managing staff. here is the managing partner job description item pertaining to staff:
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the irs studebaker bomb
that ticking you hear is time running out on the irs.
by 卡塔尔世界杯常规比赛时间 research
america is a great nation but not without its occasional embarrassment. one of the lesser-known national ignominies is the patched-up, jury-rigged studebaker at the core of the irs information technology system.
more: irs ‘level of service’ too low | irs has recruiting problems, too
studebaker didn’t manufacture the individual master file system, but the company was producing the lark at about the same time the imf was installed at the irs in the early 1960s. studebaker has long since gone out of business, and larks are as dead as dinosaurs, but the imf is still chugging away.
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make your firm faster, smarter, richer … with millennials
you need them as clients … and employees.
by frank stitely
the relentless cpa
do you know why millennials can’t buy houses?
- avocado toast is expensive.
more: seven ways to beat staffing shortages | who’s your most valuable employee? | ‘quick questions’ and other client sins | when clients create errors | how we killed the tax season client meeting | why small firms can win the talent wars
how many millennials does it take to change a light bulb?
- none. they accept it for what it is.
josh fisher: battling for staffers
you’re competing with the world these days.
^ click to play
with richard rothstein
in this interview, richard rothstein, founder of rothstein consulting, speaks with josh fisher of district partners, about what recruiting looks like for accounting firms in 2021, and how covid has affected things. read more →
nine reasons you need another partner
plus nine reasons they should want to be.
by marc rosenberg
the rosenberg practice management library
before we get too far, we must answer a basic question: why would a cpa firm ever want to make someone a partner in the first place? why would it want to share profits with more people?
more: how to make partner?
the short answer is that it must be beneficial to both the firm and the new partner. a win-win, as the saying goes.
read more →
tax professionals report tough slogging
efilings perk up. most tax professionals remain dour.
by beth bellor
how’s your busy season far?
join the survey. get the results
business development activities shouldn’t be a chore
be ready when the time comes.
by steven e. sacks
the new fundamentals
survey: your top tech problem?
security ranks first. workflow comes next.
by randy johnston and brian tankersley
the accounting firm operations and technology survey
stop beating up the irs – really
look what these people have been asked to do over the years, and thank them.
by jon baron, mba
co-founder and head of strategy at make the connection inc.
assessing your leadership team
four common challenges.
by anthony zecca