卡塔尔世界杯常规比赛时间

today's features

five steps to transition to partnership

get your senior managers ready.

by marc rosenberg
the rosenberg practice management library

how are the duties and responsibilities of a new partner different from those of a manager? this is one of the grayest areas in bringing in new partners.

more: disturb the present to improve the future
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ideally, there should be a gradual transition for new partners from their last two to three years as a manager to the first few years as a partner.
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pro member exclusive

five ways to wow your clients

sometimes it truly is the thought that counts.

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

you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience.

just a little forethought and planning will make a huge difference.

more: six strategies to make more without working more | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five tips for your consideration:

marketing & sales

bissett bullet: culture eats strategy for breakfast

today’s bissett bullet: “we all use the same technology and the offer is very consistent so what sets us apart is our people.”

by martin bissett

if the tech is the same as our competitors, then it is our identity, the culture in our firm that sets us apart. you can have the best strategy in the world, but without the culture that engages people to deliver on your vision, it won’t work.

take a look at the culture of your business. does it reflect your vision and values? do your people know what the vision and value are and how do they reflect them? have you created an environment where they are happy to spend up to half of their waking life?

a happy, engaged, loyal team who understand what you want to be known for and are motivated to deliver that will result in greater retention, reduced recruitment cost and outstanding client experiences.

today’s to-do:

ask a team member at random what it is they think you most want your firm to be known for. do they know? do you know?

see more bissett bullets here

outlook & analysis

accountants hopeful, concerned and confused about ai

tax and accounting pros share their thoughts, both negative and positive.

by 卡塔尔世界杯常规比赛时间 research

early results of the 卡塔尔世界杯常规比赛时间 outlook 2024 emerging issues, opportunities and trends survey are finding practitioners cautiously optimistic about the potentials of artificial intelligence.

more: looking for recent grads? good luck | cpa biz is booming, but for how long? | survey respondents see exciting year coming up | survey: accountants economic outlook brightens | research: accounting pros cautiously optimistic about generative ai | 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.

a lot more respondents see ai having a positive impact on their firms rather than a negative impact, but the vast majority – 67 percent – admit that they just aren’t sure.

twelve percent say the impact will be “very positive” as it increases efficiency, and another 17 percent are pretty sure the impact will be “somewhat positive.” only 4 percent fear a negative impact.
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growth strategies

why other accountants are great referral sources

plus 9 ways to meet more people.

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

referrals should be your greatest way of obtaining additional business and in particular tax services.

more on marketing: do you really want that client? | want more tax clients? here’s how | seven keys to a complete succession plan | the tax effects of buying or selling a business | how to guide clients through divorce | help clients manage their investments | help heirs with tax issues | every client can use financial planning
exclusively for pro members. log in here or 2022世界杯足球排名 today.

referrals do not just come from existing clients, but can come from almost everyone you know. referrals are made by people who believe
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humor

“done” only has one meaning

“done but” increases wip and turnaround time. profits go … well, you know.

by frank stitely
the relentless cpa

in my last book, i recommended hiring younger staff. in that book, i cautioned that you might have to teach very simple tasks like breathing and using the bathroom to your newbies.

more: keep clients from “balance due” shock | stop clients from performing “favors” | who needs fall tax planning? clients … and you | it’s okay to say no to clients (even the large ones) | control your time: avoid ambush meetings and calls | make fewer mistakes, increase revenue and capacity
exclusively for pro members. log in here or 2022世界杯足球排名 today.

one reader posted that she didn’t believe it was the responsibility of an admin department to teach bathroom use. she was new to this hot new writing technique called sarcasm, but she did a great job making my point that you have to teach your staff a lot of basic things.

one of those teaching tasks is the meaning of “done.”

pro member exclusive

how ai works in plain english

check out these three reads to understand ai and how to leverage it for business.

by rick richardson
technology this week

science fiction author arthur c. clarke once said, “any sufficiently advanced technology is indistinguishable from magic.” yet artificial intelligence isn’t magic, and you don’t need to be a computer scientist to understand how chatgpt works.

more: new tech could let evs go 3,0000 miles on a single charge | major websites blocking content from ai crawlers | what is an heic file? | bill gates behind next-generation nuclear plant | electronic skin that can sense touch will transform robotics | four of today’s new technologies that will be tomorrow’s ‘norm’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if it hasn’t already, ai will soon be present in your home and business. ideally, you should be ready.
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advisory & consulting

workflow tools only as good as their users

software is just the beginning. consistency is the key.

by penny breslin
it’s not just the numbers

workflow. tasking. these two words are thrown around quite a bit and sometimes they are used interchangeably. so, let’s get this part defined a bit more.

more: tech tips for back office support | accounting tech tools to minimize your pain | do your apps play well with others? | it’s ok to have favorite clients | ten questions for teamwork | yes, you can be an outsourcer
exclusively for pro members. log in here or 2022世界杯足球排名 today.

workflow definition: noun, the sequence of industrial, administrative or other processes through which a piece of work passes from initiation to completion

tasking definition: noun, a piece of work to be done or undertaken

verb, assign a piece of work to

workflow is always a noun and tasking can be either a noun or a verb. no wonder people get this confused.
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marketing & sales

make biz dev feel less like selling

five tasks that will take some reflection.

by martin bissett
business development on a budget

over the years, many partners have told me about their struggles to grow their firms proactively, the main one being that they feel they must sell, which goes against the grain for them. have you ever felt that way?

more: six keys to getting a proposal accepted | six keys to turning prospects into clients | don’t overlook internal communication | why firm culture matters for partners | three things that rich accountants do | four reasons it’s hard to sell | eight questions to hold yourself accountable | win your first client: yourself | perception is reality, client version
exclusively for pro members. log in here or 2022世界杯足球排名 today.

perhaps you’ve never had to sell before, and it is taking you way out of your comfort zone. you are entering into unfamiliar territory, that alien landscape called “selling.”
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outlook & analysis

looking for fresh accounting grads? good luck

the pipeline is just a trickle.

join the new staffing survey.

benchmark your firm.
be the first to get the winning strategies.

by 卡塔尔世界杯常规比赛时间 research

the american institute of cpas 2023 trends report on new graduation data has good news and bad.

which would you like first?

more: cpa biz is booming, but for how long? | survey respondents see exciting year coming up | survey: accountants economic outlook brightens | research: accounting pros cautiously optimistic about generative 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.

spoiler alert: even the good news is pretty bad.
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pro member exclusive

ready to retire? selling your practice is no strategy

what are the guarantees?

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i’ve heard you say that you shouldn’t count on anything from your practice when you decide to retire. are you serious?

response: i probably said that, but it was in the context of planning for guaranteed cash flow in retirement. a practice’s value is never guaranteed until the checks clear.

more: uncooperative partner might not be the problem | merge in lower-priced work without losing out | 20 things you need for a business valuation
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i did say that it is important to create an asset base for retirement and that these can come from a number of sources – and we each need to assign an importance to each source and a probability of their providing a comfortable retirement.
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advisory & consulting

how to outline your client’s big picture

three worksheets to guide you.

by anthony glomski

i realize that not all of your clients are entrepreneurs. but, consider this: 90 percent of all the wealth in the u.s. is owned by business owners and 10 percent is inherited. nearly every cpa i know works with business owners and their families. with all the changes impacting the cpa profession today, it’s imperative that you get comfortable changing lanes and adopt a more consultative role with your clients.

more: your entrepreneurs need advice, but which kind? | three ways to work together on wealth | target the family ceo | 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.

if you’re a cpa and you’re not actively overseeing all the people helping your clients with their financial lives, then you’re missing a big opportunity with your practice. you’re overlooking the opportunity to make a massive impact on the lives of your best clients, their families and the causes they care about.
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client service opportunities

karen reyburn: fix your marketing and fix your business

not more clients, better clients.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

karen reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead about the ways you can use your marketing to connect to the human experience. her company, the profitable firm, or pf for short, has been helping accountants with their marketing since 2012.

more podcasts and videos: giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life |

learn more

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

her new book, the accountant marketer: the structured approach any accountant can follow to attract clients they love, provides a step-by-step process for understanding the unique characteristics of their firm and how to connect that uniqueness with their best clients.

in reyburn’s view, marketing is closely connected to the business. “if you have a marketing problem, you have a business problem. if you have a business problem, there’s often a marketing solution that can help with it.”

this book springs out of a pf coaching group called the accelerator, where participants were guided through a process of creating a structured approach to content marketing that made their marketing better. reyburn and pf take a collaborative approach to marketing. “we don’t do marketing for people,” she explained. “we do marketing with them.”