卡塔尔世界杯常规比赛时间

today's features

why you should function as a fiduciary

diversify and figure out which assets not to own.

by anthony glomski
your $5 million high-net-worth practice

the first thing you and your clients should understand as investors looking to make smart financial decisions is this: the broad asset classes you choose to own (such as stocks, bonds, alternatives, real estate, private equity and so on) and the percentage of your household wealth that you allocate to each of those asset classes will have a greater impact on your future investment returns than any other decision you make – including which individual stocks you buy.

more: how to flip the switch to wealth preservation | how to outline your client’s big picture | your entrepreneurs need advice, but which kind? | three ways to work together on wealth | how to implement collaborative wealth management | five challenges of liquidating a business
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this means your first question as intelligent investors must be: how should i allocate my assets among the major asset categories?
read more →

advisory & consulting

women-owned businesses upbeat but need help

access to capital is a concern … and an opportunity for accountants.

by 卡塔尔世界杯常规比赛时间 research

despite a few challenges, small businesses are somewhat optimistic about their immediate future. according to the bank of america’s “2023 women & minority business owner spotlight,” 67 percent expect their revenue to increase over the next 12 months, and 46 percent plan to expand their business.

more: survey: 42% of accountants turn away work over staff shortages | ethics on sustainability puzzle some accountants | accountants hopeful, concerned and confused about ai | survey respondents see exciting year coming up | the 7 categories of cybersecurity solutions firms need | how auditors can beat ai | why the u.s. must act now to protect our online privacy
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this guarded optimism is in the face of several perceived problems. only 34 percent think the national economy will improve in that timeframe, a number unchanged since last fall. a few more – 41 percent – see their local economy improving, though that number has dipped 2 percentage points since last fall.
read more →

outlook & analysis

outlook: soft skills are front and center

leadership must be ready to challenge mindsets … and not slowly.

by sarah dobek
the rosenberg map survey

editor’s note: every year, the rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country. how do you think the next 12 months will unfold? also, how would you assess the last 12 months?

i believe that over the next 12 months, firms will continue to focus on ideal clients with a more strategic focus on client acceptance. this will help with bandwidth constraints, ensure strategic growth and protect resources. as an outcome, firms will be challenged to improve scoping conversations by considering their services.

more: outlook: it’s time for a new business model | rosenberg map: partner incomes surge 11.4%
exclusively for pro members. log in here or 2022世界杯足球排名 today.

client experience standards will become a stronger focus as well. as a result of focusing on advisory and consulting services, they will identify and likely face challenges around skills development in these areas. training and development inside firms will continue to evolve, and by next year, firms will be back in full swing with their soft skills development training if they weren’t already in 2023.
read more →

advisory & consulting

start with existing clients to add cas

their questions will help shape your pitch to others.

by hitendra patil
client accounting services: the definitive success guide

you will use very similar fundamental steps to generate words and content to express the value of your client accounting services offering. you will focus on each component of your cas offering to do so, e.g., different content to talk about bill payment services, different for advisory and outsourced cfo services, and so on.

more: your clients’ words = your new cas marketing | attract clients through facebook groups | want higher profitability? turn to cas | structure insights as what-why-what | set your processes apart in nine steps | five ways to overcome cas staffing challenges | think cas isn’t for your firm? | convince your firm of cas value | ten ways to tell a client is ready for cas
exclusively for pro members. log in here or 2022世界杯足球排名 today.

you will also use the “contrast principle” to differentiate between your “usual” services and “cas offering.” marketing cas to your existing clients will be different than marketing cas to your prospects.
read more →

pro member exclusive

jeremy sulzmann: can intuit mend fences with accountants at qb connect?

how intuit plans to heal a strained relationship with accountants.

em>by seth fineberg at large

news

art werner: what the corporate transparency act means for accountants

a crucial guide for you and your clients.

by art werner
werner-rocca ltd.

concern is starting to be expressed by many cpas as to what their responsibilities are regarding the corporate transparency act. clients, if they haven’t done so already, will be expressing their own concerns and frustrations.

what compliance issues are on our client’s horizon, and where does the cpa fit in regarding the cta? cpas and tax professionals need to know how to advise their clients in this new regulatory era of the cta.

more in tax & financial planning: when clients haven’t filed taxes for years | it’s ok to say no to clients (even the large ones) | financial planning: beyond the numbers | careful… you may be advising! | jason deshayes: what we’re doing isn’t working | stress test: will clients get the outcome they want? | irs and ftc cybersecurity expectations of tax practitioners | with fresh funding, irs shows service improvements | stop non-tax season service requests | congress: tax prep companies shared private data with google, meta for years | safe harbor compliance reduces risk of fines and penalties | how tax practitioners became cybersecurity risks | get clients to bring tax docs early … yes, early |

exclusively for pro members. log in here or 2022世界杯足球排名 today.

the corporate transparency act mandates that a business entity must disclose who the beneficial owners of the business entity are. corporations, partnerships, professional corporations, and limited liability entities are all subject to the cta. the purpose of the cta legislation is to assist the financial crimes enforcement network in identifying entities that may be involved in money laundering, terrorism, tax evasion, organized crime, and/or other illegal activities.

outlook & analysis

survey: 42% of accountants turn away work over staff shortages

bar chart — complete answers include “we’re turning away work because of it,” “we’re outsourcing at least some work” and “we’re upgrading comp & benefits packages.”

survey respondents offer their strategies.

by 卡塔尔世界杯常规比赛时间 research

the most shocking stat to come out of early results in the 卡塔尔世界杯常规比赛时间 outlook 2024 emerging issues, opportunities and trends survey is also the most painful.

it’s this: 42 percent of responding firms are turning away work for lack of staff.

more: ethics on sustainability puzzle some accountants | accountants to the rescue as startups struggle | talent gap widening: be very scared | accountants hopeful, concerned and confused about ai | looking for recent grads? good luck | cpa biz is booming, but for how long?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

that’s a big ouch for firms that have spent time, effort and money on marketing, only to find that they can’t reap the results.

data is still coming in from firms across the continent (and a few from across the ocean), but the trend is definitely toward critical. and the prognosis isn’t good.
read more →

pro member exclusive

fifteen big questions for your next strategy session

focus everyone on the big issues.

by marc rosenberg
the rosenberg practice management library

most firms spend their time at retreats planning for the future, forming goals and addressing pressing issues and problem areas. the problem areas aren’t day-to-day issues such as purchasing a new copy machine or revising the policy on sick days. the problem areas are more strategic: morale issues, recruiting problems, profitability, etc.

more: five steps to transition to partnership | disturb the present to improve the future
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some specific examples:
read more →

marketing & sales

make your prospect kit stand out

eight must-haves and 10 ways to go beyond the expected.

by sandi leyva
the complete guide to marketing for tax & accounting firms

if you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of benefits or advantages that you like to mention about your company to every prospect. you may have a very structured way of going about this, and you may not.

more: five ways to wow your clients | six strategies to make more without working more | the art of prompt engineering for accountants | calculate your business relationship ratios | set bold new goals for the rest of the year | five ways to acquire more clients | five stages of any business | leverage your client list today | need leads? try a quiz
exclusively for pro members. log in here or 2022世界杯足球排名 today.

in any case, building a prospect kit will help you become even more consistent in the presentation of your company’s strong points to prospects. and, it’s absolutely essential as you move into larger and larger business deals.

marketing & sales

bissett bullet: be the now accountant

today’s bissett bullet: “we talk a lot about what we could do for clients. we talk a lot about what we should do for clients and what we would do for prospects. what we don’t often talk about is what they need right now.”

by martin bissett

what if you found out what challenges they face now, what they want to achieve now and how you could help immediately to help them really accelerate their business? the “now” accountant is one who deals with fast fixes that make a huge impact for that client.

today’s to-do:

do you know of anything your clients are facing right now for which you could offer a quick and effective solution? let them know about it. if you do not already offer a solution, what new value could be created to meet that immediate need?

see more bissett bullets here

growth strategies

outlook: it’s time for a new business model

how about a chief growth officer?

by gale crosley
the rosenberg map survey

our homogenous profession consists of firms with similar ownership and governance structures and business models. looking forward we’ll see an increased variety of approaches.

more: rosenberg map: partner incomes surge 11.4%
exclusively for pro members. log in here or 2022世界杯足球排名 today.

many will look more like the corporate world, where ownership is not just in the hands of equity partners. governance structures will include a c-suite of non-cpa players. business models will include the melting away of geographic borders, value-based pricing and a variety of career paths.
read more →

outlook & analysis

ethics on sustainability puzzle some accountants

ethical sustainability reporting: essential, yes. easy, no.

by 卡塔尔世界杯常规比赛时间 research

cpas are renowned for their honesty, integrity and ethics, not to mention their detached disinterest, their objectivity and capability, their knowledge, accuracy and thoroughness. they act in the public interest, not the interests of those who hire them or even themselves.

more: accountants to the rescue as startups struggle | talent gap widening: be very scared | cpa biz is booming, but for how long? | survey: accountants economic outlook brightens | research: accounting pros cautiously optimistic about generative ai
exclusively for pro members. log in here or 2022世界杯足球排名 today.

certified by the american institute of cpas, they necessarily accept and comply with the international code of ethics for professional accountants.

ethical dilemmas

the guidance in the code has a long history of consideration and development, but one of the newer parts of the code, on ethics involved in sustainability reporting, is still a bit vague. it can leave accountants with ethical dilemmas not easily resolved, according to a new study from the association of chartered certified accountants, “ethical dilemmas in an ear of sustainability reporting.”
read more →

marketing & sales

twelve ways to establish your brand

yes, appearances matter.

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

branding is part of marketing, but requires you to come up with a unique identity toward your specialty.

more on marketing: why other accountants are great referral sources | do you really want that client? | how to begin a business valuation | how to offer conflict resolution | get your clients talking about retirement | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections
exclusively for pro members. log in here or 2022世界杯足球排名 today.

tax department branding can be done as part of the overall firm, or separately.
read more →