imagine irs ‘concierge’ service. just imagine.
we know you’re shocked.
by 卡塔尔世界杯常规比赛时间 research
special
the seven essential elements in client service
if you think you’re really delivering advisory services, think again.
by gary bolinger
how to make partner?
don’t keep it a mystery: six common mistakes.
by marc rosenberg
the rosenberg practice management library
accounting firms worldwide are dealing with an enormously difficult challenge today – one that has topped every firm’s list of critical issues since the turn of the century and will continue to be a high priority for years to come. the vast majority of firms struggle with it. failure to solve it causes hundreds of firms to merge out of existence every year.
more rosenberg: 10 ways to hold partners accountable | five ways to evaluate partners | compensation is no way to manage partners | 4 big issues that firms face | make sure partners focus on two things | manage partners with goal setting | clarify partner expectations | how the managing partner manages the partners |
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the “it” is, of course, succession planning, with difficulties rooted in a perfect storm of causes:
- the huge number of baby boomer partners nearing or reaching retirement age, coupled with …
- an acute shortage of younger people with the desire and the skills to succeed them, accompanied by …
- cpa firms’ historical weakness at retaining staff and developing them into leaders and future partners. evidence of this is the fact that 80 percent of first-generation firms never make it to the second.
seven ways to win the talent wars
how small firms can beat the staffing shortage.
by frank stitely
the relentless cpa
the following story brought tears to my eyes while i sat in a barbados resort drinking some alcohol concoction. was it the alcohol talking or the happy ending where i got a profit distribution check? maybe a little of both.
more: who’s your most valuable employee? | how to implement the laziness equation | the happier, saner, richer tax firm | ‘quick questions’ and other client sins | how to train clients | avoiding projects hung up in process | when clients create errors
the afternoon before i left for beautiful barbados, the partner group of our outsourced accounting practice met for a state of the practice meeting conducted by our director of outsourced accounting.
read more →
clubhouse: hottest new social platform or just more noise?
who it’s for and tips for use.
by sandi leyva
busy season 2021 gets off to weak start
filings trail 31 percent. tax pro forecast looks glum.
busy season barometer
join the survey. get the results
by beth bellor
more on busy season: team expectations: a checklist for busy season | you’re not just taxes | the happier, saner, richer tax firm | survey: a glint of optimism for 2021 | ppp traps: 1 in 5 accountants report shady dealings
your firm’s processes can set you apart
not just in operations, but client experience.
by hitendra patil
the definitive success guide to client accounting services
if you were to define in three sentences how your firm is different, what would those three sentences be? write them down.
more: 12 signs it’s time to outsource | how to create your firm’s cas team | the technology stack you need for cas | communicating cas to clients and prospects | how to communicate the value of cas | don’t wear a mask | the 8-step method for launching client accounting services | what cas is … and is not | client accounting services: the definitive guide
read those the next day and judge for yourself if your competitors can say the exact same three sentences to differentiate their firms. if yes, you will see why this is a significant challenge for your firm’s growth aspirations.
read more →
how to focus your priorities
what is the best use of your time right now?
by bill reeb
all of us, no matter what our income, gender, race, religion, origin, have the same amount of time – 24 hours in a day, 365 days in a year. each of us has the same capacity. the question is how we use it.
more: why clash when you can harmonize? | rely on strengths … but not too much | when to cut your losses | make worry work for you | why we have to deal with guilt
for most of us, you can carve out roughly 3,000 of those hours for sleep. even if you don’t need eight hours, you need some time to sleep, and that number cuts a big hole into your available capacity.
read more →
irs has recruiting problems, too
theirs stem from money woes.
by 卡塔尔世界杯常规比赛时间 research
the irs may a one-of-a-kind organization, with a unique mission, strengths, and weaknesses. but in at least one way, the irs is a lot like many tax and accounting firms.
more on tax season: team expectations: a checklist for busy season | you’re not just taxes | the happier, saner, richer tax firm | survey: a glint of optimism for 2021 | ppp traps: 1 in 5 accountants report shady dealings
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the problems, of course, are many. but one rises above all the others: staff recruitment and retention.
10 ways to hold partners accountable
do your firm’s core values mean anything?
by marc rosenberg
the role of the managing partner
we have addressed the techniques managing partners use to manage the partners. one of the most effective tactics to show leadership in working with partners – and managing the firm – is to create ways to establish accountability for their behavior and conduct. in this post, we drill down on this.
more: five ways to evaluate partners | compensation is no way to manage partners | clarify partner expectations | exceptional managing partners offer their advice
i have had the privilege of working with dozens of highly effective managing partners during my career. these leaders are the cpa profession’s equivalent of rock stars. one question i always ask them: what makes your firm so successful? they almost never cite the obvious suspects: great at bringing in business. lots of billable hours. high rates. expertise. long work hours.
read more →
14 simple, easy tips for a better tax season
tax season is supposed to get better every year – if you know what you’re doing.
by ed mendlowitz
call me before you do anything: the art of accounting
tax preparation is a very serious undertaking that needs to be managed and continuously improved.
more: you’re not just taxes | 20 good ways to boost tax season production | why annual staff evaluations fall short | why create an accounting firm business model? | creating a cross-selling culture | value pricing in uncharted waters
this requires buy-in from partners, managers and the entire staff. the culture of the firm has to be where only the best work done the right way at the right time is acceptable.
here are some best practices you can consider adopting:
read more →
who’s your most valuable employee?
don’t be the fool in the room.
by frank stitely
the relentless cpa
we have been heavily in the numbers so far. let’s take a break from that to discuss a factor that, while not heavily numeric, plays a big factor in managing wip – employee productivity. 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: how to implement the laziness equation | the happier, saner, richer tax firm | avoiding projects hung up in process | teaching the meaning of ‘done’ | why millennials are the answer | calculating and cutting turnaround time
first, let’s dismiss from the room all the consultants, who tell us that 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.
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make more money starting now
34 ideas for any size firm.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: do you have any tips on how i could make more money?
more: how are you spending the next five years? | how to run a practice in 90 pages | how improv can help accountants | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data | 9 must-haves for firm growth
answer: there are always ways to make more money. this includes managing every aspect of your practice and striving for productivity growth.
here is a 34-item checklist with quite a few ways you can make more money.
read more →