special

granting unconventional request pays off

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car driving on road on pillars through swiss mountainsproof that systems work.

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

one time, one of my young and very bright staff people asked me in the beginning of june if he could take off the months of july and august so he could travel by car throughout the united states. after asking him to repeat this three times, i gulped and told him he could.

more: why annual staff evaluations fall short | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping? | testifying before congress
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i figured that if i did not tell him he could, he would simply give notice and quit. i also figured that if he returned in september and applied for a job, i would rehire him. i also realized that we have women taking off at least two months at a time to have babies and nothing terrible happens. the world (as defined by my small accounting firm) survives and moves forward.
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you like being remote, but what about your clients?

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businesswoman with headache at laptop2020 shed new light on diversity.

by tamera loerzel

wow, we have learned so much from this pandemic. the toll of the illness, deaths and impact to our medical providers and so many more has been staggering; there are lasting lessons and change that can benefit us all.

more: advisory services: real commitment or just talk? | covid-19 shakes up m&a activity | we’re in the fast lane… can your partners keep up? | 2021: you’ll never see ‘normal’ again | survey: we adapted to remote work … now what? | survey: 2020’s disruptions are only the beginning | covid brought us more and better client communication
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

obviously, one of the most significant changes firms made is the swift move to remote back in march. this move to remote can be a competitive advantage for firms that truly embrace it now and aren’t waiting (or hoping) to “go back” to how it was.
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the wrong way to look for staff

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classified ad for an accountantconsider why the person is leaving.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: please explain why you told me this ad was off base.

more: how to get the most from cpe | 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 | 5 ways to build teamwork
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: the ad was placed in a local newspaper by a small cpa firm looking to hire someone with two years of experience. this firm obviously does quality work since they do audits.
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become a thought leader

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the pros and cons of curation vs. creation.

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

becoming a thought leader is one of the most effective ways to effectively position you and your practice to the ultrawealthy and the other professionals who serve them. think of it as complementing and augmenting the powerful relationships you are building using the everyone wins process.

more: personal wealth creation can be coached | covid-19 brings high-net-worth opportunities | product-neutral or product-inclusive? | what the wealthy want | the essential process for building a high-net-worth practice | 4 components of a high-net-worth practice | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while there are different ways people define a thought leader, the following captures the actions and outcomes of becoming a thought leader:
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top five cas killers and how to overcome them

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industrial metal number 5how many of these are you telling yourself?

by hitendra patil
the definitive success guide to client accounting services

why fall in the same trap that other firms have fallen into during their client accounting services journey? if you know what those traps are, you will save significant money and time in establishing your cas practice.

more: identifying the right clients for cas | communicating cas to clients and prospects | 21 ways to adjust your practice in 2021 | which of your existing clients are cas-fit? | the 8-step method for launching client accounting services | how to develop the cas mindset | client accounting services: the definitive guide
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

fortunately, the cpatrendlines cas survey identified which are the top five cas killers, for firms of different sizes, that the accounting profession has experienced.
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deadlines? ha! don’t make me laugh

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blindfolded at computerwhen they’re missed, figure out why.

by steven e. sacks
the new fundamentals

distractions, distractions and more distractions, coupled with deadlines. ah, deadlines! those are the bête noire of executives, journalists, record producers, book authors and anyone else in the workforce whose deliverables are expected by a certain date.

more: 5 steps to better time management | a rapidly changing business environment requires flexibility | another meeting?!?! … sigh | organizational trust: top-down and bottom-up | building teamwork under covid pressure | listening: how a conversation works | political correctness or just common courtesy? | effective communications in the age of covid | syncing up for the covid era
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

and what about those dates? are they arbitrary or do they have the real urgency of, say, a court order?
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what my boss did all day

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older man and younger man in meetingsome things never change … and shouldn’t.

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

on an early job i had – in a time long, long ago with no computers, smartphones, copiers or electronic adding machines – i used to go to a client in the morning, write up their books, prepare a financial statement, drop it off at the office at end of the day and then go home.

more: why annual staff evaluations fall short | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping? | testifying before congress | underpaying others hurts you, too
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the secretary typed the report in the morning. i often wondered what my boss mr. ruben did, and whether there have been any changes in that in the half-century since i started.
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teach your clients to send info digitally

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concept of sending e-mails from your computer

email is comfortable, but not always secure.

by roman h. kepczyk

one of the most critical steps in transitioning a firm to a paperless environment is capturing information in a digital format at its root source as that information enters the firm.

at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.

email has been the most frequent tool used as most clients are comfortable attaching a spreadsheet or document and sending it to the firm. this method allows the digital file to be easily accessed and saved into the firm’s file storage applications. read more →

personal wealth creation can be coached

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woman executive coaching a male employee across desksix qualities the best candidates have.

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

personal wealth creation coaching is a methodology we use with the wealthy, including the super-rich as well as select professionals. we start personal wealth creation coaching with clients by having them identify where they are today and where they want to be.

more: covid-19 brings high-net-worth opportunities | working with the super-rich and single-family offices | the family office model | the new way to get the best clients | the four-step process for client-focused business development | what the wealthy need
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we find there is always a gap. by leveraging and increasing their networks while enhancing the depth of their business relationships, we show them how to close the gap.
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5 steps to better time management

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young businessman punching and breaking clock with fistbeing “too busy” may signal a need to reprioritize.

by steven e. sacks
the new fundamentals

some firms encourage expanding workloads, creating questionable tasks or keeping people occupied under the pretense that their actual activities provide real value. what is the meaning of busy, really? and how are outcomes from efforts measured for value?

more: a rapidly changing business environment requires flexibility | organizational change starts and ends with people | busyness isn’t the same as productivity | staff orientation: a little investment goes a long way | managing information overload | 6 types of non-listeners
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

part of the illusion of being busy is that you can master many things at the same time. it certainly would keep you busy (or occupied) but you won’t nurture new skills and discover what your real aptitude is to help yourself and/or your firm.
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make tension work for you

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calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in backgroundit impacts performance, so use it.

by bill reeb

your best comes through, especially when you are calling upon fine motor skills, when you are relaxed. too much tension can quickly impact your mental, physical and emotional acuity.

more: when to cut your losses | heading off course? time to correct | don’t let time pass without … | is your sense of duty misplaced? | are you sure you’re in the wrong place? | how are you programming your mind? | how to stay in the present | stop ignoring opportunities right in front of you
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what i am referring to is finding the right level of tension to support performance at a heightened level. the problem is that there is a fine line between tension that pumps you up and tension that starts to drag you down.
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clarify partner expectations

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two women talkingit makes managing them easier.

by marc rosenberg
the role of the managing partner

over the years, during countless partner interviews, many have told me they aren’t sure of their role and what is expected of them.

more: how the managing partner manages the partners | overarching authority that managing partners must have | exceptional managing partners offer their advice | why management is the #1 key to the firm’s success | herding cats: advice for managing partners
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here is a basic, universal technique for improving performance and providing feedback:
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why annual staff evaluations fall short

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two businesswomen meeting in an officethe same information is available in better ways.

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

i have never felt annual staff evaluations are effective.

they are forced meetings that lay on complaints and blame for past failures, many of which are not remembered or are vague memories at best. i have rarely seen resulting changes last more than two or three weeks before old habits are reverted to.

more: 10 ways to stay in control | 20 best practices for staff training and retention | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients that got away | upselling made painless | boosting a fixed fee substantially
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i think these annual meetings are a waste of time. instead, i have been very successful with immediate and periodic evaluations, coupled with regular mentoring meetings.
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