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reclaim your hours with time management and productivity hacks

man filling in calendar using color-coded time blocks

plus how to leverage ai to help.

by jackie meyer

“it’s not about having time, it’s about making time.” we all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

more: how to bring core values into your accounting firm | ten key guidelines for accounting staff | hiring strategies for your dream team | the ai revolution: embracing artificial intelligence in your practice | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. this post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. the payoff? more freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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bissett bullet: show genuine empathy

today’s bissett bullet: “seek to create genuine empathy throughout the meeting and build on that wherever possible.”

by martin bissett

empathy is the ability to understand and acknowledge how another person is feeling about what they are describing. it’s not to be confused with sympathy. empathy is there to demonstrate understanding and build resonance and rapport.

if someone really opens up about their innermost fears or personal goals, this is a mark of trust so handle the situation sensitively. show that you have listened and understood, and take the opportunity to ask for more information that will help you to determine what the solution to their issue might be. all that remains is to communicate how you could help them, in a proposal document.

today’s to-do:

practice this today during meetings or interactions with your team. listen to what they tell you, ask for more detail and repeat back to show that you have listened to and understood what they have said.

see more bissett bullets here

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accounting arc

turn ai risk into strategic advantage | innovation insights

experts outline the flexible framework that works for a three-person shop or a 30,000-employee enterprise.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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innovation insights
with donny shimamoto
center for accounting transformation

artificial intelligence is advancing too quickly for organizations to adopt a “wait-and-see” approach, according to experts on the latest episode of innovation insights.

host donny shimamoto, cpa.citp, cgma, speaks with jason pikoos and david wood, co-authors of the new generative ai governance framework, about how companies can responsibly integrate ai into their operations.

more donny shimamoto

“governance isn’t optional,” says pikoos, former managing partner of client experience for connor group. “it’s good hygiene for any organization—whether you’re a three-person shop or a multinational.”

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featured video

werner: why ebay sales may be reportable | quick tax tip

new 1099-k reporting rules mean your ebay, etsy, or other online sales could land on the irs’s radar—even if you’re just cleaning out your garage.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”

by penny breslin and damien greathead – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

quick tax tip
with art werner
cpe today

if you’ve been selling old collectibles, furniture, or other personal items on ebay, you might think of it as a quick way to make cash, not something that belongs on your tax return. but according to tax guru art werner, new reporting thresholds for 1099-k forms are changing that, and the irs could already have your sales data in hand.

click here for more art werner

“in the past, the threshold for receiving a 1099-k from a payment processor or credit card company was $20,000,” werner explains in the latest episode of quick tax tip. “if you didn’t hit that threshold, you wouldn’t get the form, and frankly, no one was looking.”

that’s no longer the case.

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