special

the myth of multitasking

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more activity doesn’t mean better productivity.

by steven e. sacks
the new fundamentals

how many people believe they thrive on doing at least two things at a time and believe that they are achieving optimal results? when you are on the phone, do you ever hear the clack, clack, clack of the keyboard in the background of the other party? or if you are in the middle of a conversation do you sense that the other party has to put you on hold because there was someone who may have entered his or her office? or, finally, you use a hands-free device for your conference call, do you put it on mute and then conduct in-person conversations in your office, or go through your email?

more: building teamwork under covid pressure | how can change management really produce change? | trust: one building block of success | make your presentations memorable | exchanging knowledge has no downside | political correctness or just common courtesy?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what happens? you lose the essence of the conference call; you may have been given an assignment you missed or you did not respond to questions that were directed toward you. what does this tell the host of the call or the other participants? not only are you rude, but you may be the person who will throw a wrench into the spokes of an initiative that everyone is invested in.
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30 best marketing practices

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illustration of marketing strategy
marketing concept with financial graph and chart

don’t let the 80% derail the 20%.

by marc rosenberg
the rosenberg practice management library

these best marketing practices are listed in a general order of effectiveness. however, every firm is unique. what works best for one firm may not work as well for others.

more: entitled rainmakers and other practice development errors | 13 ways to make the most of your website | how incentives for business development should work | marketing plans and why you need one | working business development into your day
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

  1. have a vision for growth because it dictates the scope of your marketing activities. a marketing plan calling for 10 percent growth will need to be much more intense and aggressive than a plan for a firm content with 3 percent growth.

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top challenges? staffing, staffing, staffing

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plus: more trends and insights from annual operations and technology survey.

top challenges facing firms, via the accounting firm operations and technology survey
top challenges facing firms, via the accounting firm operations and technology survey

 

by randy johnston and brian tankersley
the accounting firm operations and technology survey

recruiting and retention have consistently been the top concern for the last two years, 33.6% of firms citing it this year, up from 28.8% of firms in 2019, according to the new accounting firm operations and technology survey. second place: raising profitability at 23.4%. third: cybersecurity and data privacy at 22.4%.

referrals – new clients who are referred to a firm by someone they trust – remain the top channel or source of new clients for firms. a higher percentage of firms report that they are receiving referrals from other sources, such as other professionals and firm website and search engine optimization, over each of the last three years.

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why management is the #1 key to the firm’s success

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do you want to get by, or be the best possible?

by marc rosenberg
the role of the managing partner

there are three critically important words in the title of this post:

  • management
  • #1 key
  • success

more: herding cats: advice for managing partners
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this post drills down on each of these words to help drive home our central theme: why management is the single most important factor in a cpa firm’s success. it matters even more than bringing in business, more than having great clients and staff, more than doing quality work.
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building teamwork under covid pressure

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handshake at an office meetingthe pandemic only highlights problems that existed before the office buildings were bolted shut.

by steven e. sacks
the new fundamentals

with the covid outbreak, businesses of all types have had their teams work remotely while trying to ensure that the team structure was secure.

more: how can change management really produce change? | managing information overload | 6 types of non-listeners | listening: how a conversation works | exchanging knowledge has no downside | political correctness or just common courtesy? | syncing up for the covid era
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how to communicate with and ensure trust with each team member has presented challenges – some having to do with issues that normally occur even in an in-person setting, in pre-pandemic times.

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five ways to rethink the way you communicate

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young businesswoman and businessman talking in a hallwayyou should be listening, not just waiting to talk.

by ty hendrickson

has someone ever cut you off during a story you were telling? maybe they jumped in on how they had a similar experience but worse!

more: 3 steps to getting the most out of every meeting | build the practice you want in 4 steps | the abcs of exceptional cpa leaders | 5 crucial areas of firm culture not to ignore | maybe the pandemic isn’t all bad
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it happens to everyone, and chances are you are guilty of the same crime. it’s when you stop listening and start focusing in on “you.”
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why should clients keep you?

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most business clients must use an accountant, but it doesn’t have to be you.

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

i met someone one day and asked how she was doing with her accountant. she said everything was fine, but reduced the three interim quarterly visits to once every four months. the year-end work did not change.

more: advice to new accountants | 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 | creative ways to retain staff | what cpas can learn from lawyers and doctors
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this got me thinking. most business clients must use an accountant, but it doesn’t have to be you.
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how to reduce tax return errors

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error stampedwe must turn unseen clients into human beings in the eyes of staff.

by frank stitely
the relentless cpa

i wasn’t initially certain this post was necessary. i covered a lot of material in my first book and other posts.

more: teaching the meaning of ‘done’ | how we killed the tax season client meeting | why small firms can win the talent wars | there are no easy answers | how to thrive as a 21st-century firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

however, last night my sleep was haunted by the ghosts of tax return errors past, present and future. i saw my coffin rolling down the chute to the cremation chamber. i was inside shouting that i had one more checklist to complete before my life was done.
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guiding clients through covid

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you can lead a virtual workshop to help them focus their perspective.

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

helping the wealthy think through where they are and what they can do is extremely powerful in establishing and strengthening relationships. it also expeditiously produces more business for accountants and other professionals.

more: help your referral sources become thought leaders | the new way to get the best clients | the four-step process for client-focused business development | life insurance as part of wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we converted the everyone wins process into a supportive workshop where the initial interaction can be conducted with a small group. it is also effective in one-on-one settings.
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the case for wireless broadband access

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illustration of network with city backgrounddon’t rely on whatever your client provides.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

one of the revolutions in remote connectivity is found within your cell phone as digital cellular providers have beefed up and expanded their networks to provide reliable internet access to remote devices. today, the vast majority of the united states and canada has access to the internet through the 4g digital cellular network at speeds of 1mpbs or more, which is adequate for remote access to most applications, particularly those hosted by cloud providers.

more: internet bandwidth: how much is enough? | the right tech tools for covid work-from-home | it’s 10 p.m. do you know where your backups are?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the key today is to determine which service provider is the best in your firm’s specific area of operations.
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before you sell your practice

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older couple on autumn walk with trees in backgrounda broker is an option, but you have things to decide first.

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

question: we are contemplating selling our firm. it’s a difficult decision due to the financial rewards and the enjoyment we get from our work. i am 63 and my wife-partner is 62 and we are not in a hurry.

more: price your practice by gross | an alternative to pro bono | work the client needs … but won’t pay for | tossing timesheets is just the start | collect more by clearing up billing | envision your future, then plan for it | 5 ways to build teamwork
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we would like to sell to a cpa who would be very committed to this business and our clients, many of whom have been with us for over 20 years. how should we start?
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the 8-step method for launching client accounting services

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start small, learn, and then expand.

by hitendra patil
client accounting services

whether you are thinking of offering client accounting services, have already started offering it or you want to grow your cas practice or make it more profitable, some proven steps will make your cas practice shape up in the most optimized way. if you have already started offering cas, these are the steps that you will revisit from time to time.

more: six reasons cas is king | who’s afraid of client accounting services? | what cas is … and is not | how to develop the cas mindset | the right mindset for client accounting services | client accounting services: the definitive guide
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are several steps to get started in cas and make your cas practice better. the following details are just a bird’s-eye view of the important aspects of how to create your cas practice. read more →