special

the right tech tools for covid work-from-home

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ipads, android, or microsoft surface?

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

one of the key components in optimizing firm production is providing the capability for firm personnel to work from any place, at any time, at their own convenience. allowing experienced firm personnel the ability to work remotely used to be a key employee retention strategy. then came covid-19 and it became a necessity.

more: maximize your office 365 roi | why you need windows 10 with automatic updates | it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
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giving your personnel secure access to the firm’s application and data resources allows them to work effectively outside normal office hours and avoid unnecessary commuting time.

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an alternative to pro bono

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businesswoman at crossroads, facing two pathstry board service instead.

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

question: occasionally i receive requests to perform accounting services for free for not-for-profit organizations. i usually ignore them. do you have any suggestions on how to handle these emails?

more: work the client needs … but won’t pay for | advising estate executors: the newbie guide to getting started | 14 better uses for timesheet data | tossing timesheets is just the start | how’s your overhead? | 9 must-haves for firm growth | 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.

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who’s afraid of client accounting services?

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卡塔尔世界杯常规比赛时间 research shows why some firms fall behind in cas.

by hitendra patil
the definitive success guide to client accounting services

over the past about three years, i have been keenly observing, following and analyzing the evolution of cas as one of the topmost new revenue and growth segments for firms of almost all sizes. i have been reading every piece of content, whitepapers, documents, research reports, survey results, etc., related to cas, and discovering and debating insights from them.

more: 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
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my day-to-day work involves interacting with customers. for the past 16 years, i have been working exclusively with accountants. every day, i speak with accountants about what services they offer under cas, what is working and not working, what are the challenges in creating their cas practices, how is cas differentiated, and so on.
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make your writing count

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woman working at desktop computergood writing still takes time and careful consideration.

by steven e. sacks
the new fundamentals

every day we write something, whether it is a text, an email, a handwritten note (yes, they still exist), an article, speech, a report or something else. it takes practice and patience to become proficient. it does not matter what profession or field of endeavor in which you work. to be clear and concise is to respect the reader’s time and position.

more: 6 types of non-listeners | etiquette never goes out of style | make news, not noise | have a real-life conversation | exchanging knowledge has no downside | take that extra breath with email | effective communications in the age of covid | profit is not a mission
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you advise businesses, besides the guidance you impart, your most valuable product can be a memo, letter or a report. your report is the only tangible product the client will receive in return for paying your fee. it serves as a historical record of the effort you put forth. it can mask or reveal the quality of the fact-finding or analysis you conducted simply based on how clearly you communicated your information.
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try an accountability chart instead

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blank organizational chartthen check to see whether the right people are in the right seats.

by jody grunden
building the virtual cfo firm in the cloud

“getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – jim collins, “good to great”

more: give your leadership team time to lead | be more effective remotely with disc | protect client files from cyberthreats | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to audit 401(k)s | 3 measures of the effectiveness of your team | how to profit with workflow apps
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when adam and i first started the company, we didn’t have much organizational structure. we didn’t need it. but as the company grew, it became necessary to develop an organizational structure. there’s a great quote by michael e. gerber in his book “the e-myth revisited” that says, “without the organization chart, confusion, discord and conflict become the order of the day.”
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trust: one building block of success

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businesspeople discussing chartsremote work and “rightsizing” make it more important than ever.

by steven e. sacks
the new fundamentals

people are so busy these days, juggling meetings, projects, conference calls, performance reviews and a whole slew of other responsibilities. each of these activities has a level of commitment attached to it. the person who is accountable for completing the tasks promises he or she will follow through. the other party who is requesting the deliverable expects that the promise will be kept.

more: 6 types of non-listeners | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how often have we become disappointed that others have failed in their commitments?

a lot.
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are you sure you’re in the wrong place?

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man walking boardwalk forest trail in early morningyou could be further on x, but then y would have suffered.

by bill reeb

at this point in the process, you have already identified a desire (including a plan, tactics, timeline and expectations) and have been following that plan doing the work. however, for you to be at this juncture, you had to kick out of the try (work)-evaluate loop because you were feeling unsuccessful or unhappy about your progress or priorities. when this negative evaluation occurs, you are either starting to get stuck or you are already stuck.

more: how to change the way you think (and why) | letting go is not giving up | your obligation to yourself | work smarter, not harder | why we risk change | learn to embrace failure | what would make you happy? | do you have a goal or just a speed? | learn more by letting go
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as i have observed in my experience with clients, martial arts students and my own life, identifying a solution to get you back on track occurs by working through one of two paths. the first path is for you to consider “what you are thinking,” with the second path reflecting on “what you are doing.” as you consider the variety of techniques focused on what to let go of so that you can start regaining momentum, your action choices will come down to replanning, reprioritizing or reaffirming your desire, or some combination of these. with this in mind, let’s consider some techniques to help you reassess what you are thinking.
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leadership must drive culture

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superhero businesswoman wearing shadow capebehavior will drive the bus off the road.

by anthony zecca
leading from the edge

“culture is like the wind. it is invisible; yet its effect can be seen and felt.” – bryan walker, partner and managing director, ideo

more on edge leadership: 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.

edge leaders are magnificent creators and stewards of a winning culture. i use the concept of “creating” because, regardless of what process is used to develop the culture of the firm, it is the firm leader who either gives life to it or modifies it through action and communication. edge leaders reflect the firm culture in all their actions, and they focus on ensuring that the firm’s performance is achieved within the culture and roadmap (strategy) that creates a standout, high-performing firm.
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breaking it down: marketing job descriptions

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word "marketing" highlighted above other wordsmake sure what you’re looking for is what you want.

by marc rosenberg
the rosenberg practice management library

here are detailed job descriptions for two key positions in cpa firms: marketing director and director of business development.

more: how incentives for business development should work | is it time to hire a marketing consultant? |how to manage the practice development function | networking for fun and profit | 14 marketing activities needed now more than ever | now is the time to activate your referral network | the 4 marketing disciplines
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for a cpa firm marketing director, the objective is to lead the strategic development, planning and execution of the firm’s marketing goals and action steps, all designed to continuously increase the firm’s revenue.
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shift your practice: stop depending on compliance work

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number 5 drawn in sandare you ready to step off the hamster wheel?

by matt solomon
the center for enlightened business

this article is the first in our five shifts series, which lays out five key shifts you need to take your business away from a high-volume model with long hours and unfulfilling work and toward monthly engagement of $3,000-$15,000 per client with $500+ hourly realization rates and a better quality of life.

shift 1: stop depending on compliance work

more: let go of beliefs that hold you back | reframe sales as communicating value | 3 keys to evolving your accounting practice
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the idea of reducing your dependence on compliance work may be radical for some accountants and familiar to others.

compliance work is the main source of income for many accountants, but unfortunately, it’s a high volume, low-profit ballgame. in order to be successful, you need to have flawless execution and massive leverage – if anything is out of place or goes awry, you won’t get the results you’re hoping for.
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build the practice you want in 4 steps

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businessman's shoes toeing words "what's your next step?"it’s never too late to start.

by ty hendrickson

building an accounting practice is not for the faint of heart. you go into this profession because of a love of analyzing numbers and helping others, but to have work to do accountants have to pivot and become salespeople too.

more: get goal-ready for 2021 | why choose you? | the one big reason your hiring sucks | 5 crucial areas of firm culture not to ignore | the cpa firm partner’s role is changing | are you botching your first impression? | 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.

there are many ways to grow a practice, some being more passive, including utilizing referrals as they come, and some being more outward, including networking and prospecting. the bottom line is that accountants must find a way to bring new clients in the door to keep the doors open.
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work the client needs … but won’t pay for

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young businesswoman putting hand out in "stop" gesture while sipping coffeemaybe it’s time to part ways.

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

question: i know that one of my clients needs some extra work done, but they don’t want to pay for it. it is important that this work gets done.

more: advising estate executors: the newbie guide to getting started | 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.

do you think i should do it anyway? what is my responsibility?
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who’s offering your clients ppp services?

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https://www.e-junkie.com/ecom/gb.php?ii=1671049&cl=23704&c=cart&ejc=2&aff=29672084% of your colleagues are.

by sandi leyva

clients have inundated accountants all year with questions and issues about the paycheck protection program (ppp), and no end is in sight.

more: ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

earlier this year, it was all about loan acquisition. now, borrowers are gearing up for loan forgiveness and asking their cpas for assistance.
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