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leverage ai to grow and protect revenue: six steps

portrait of davyde wachell
wachell
 davyde “day” wachell is the co-founder and ceo of responsive ai. he studied ai in the symsys program at stanford and film at columbia. their innovative thinking drives the company’s success by bridging technology and the arts, leading to a culture of creativity and out-of-the-box thinking.

artificial intelligence can be a financial advisor’s ally, or it can be your competitor.

by davyde wachell
the holistic guide to wealth management

“there are decades where nothing happens; and there are weeks where decades happen.” – vladimir ilyich lenin

lenin’s quip resonates deeply with any seasoned advice professional. black friday, 9/11, the great recession and covid-19 kept us on our toes when it came to the markets and our clients. big outlier events that disrupt “business as usual” can arise at any moment. these moments can change the lives of our clients, and as a result, the growth and stability of our businesses. our clients can lose their trust in us in the blink of an eye if we haven’t positioned those clients correctly, or if we do not respond effectively to changes in the market.

more: how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | tsunami of m&a, pe is disrupting the accounting profession | why cpas are best positioned to become financial advisors | how wealth management has evolved | introducing you to a fulfilling return on relationships | rory henry upends the traditional accounting firm | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

how we prepare our business for the unexpected determines our ability to respond to outlier events. how we respond to those events determines how we perform under pressure. staying competitive isn’t about performing well when the sun is shining; it’s about executing and gaining clarity in the fog of war.
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client accounting services

tell clients how cas would help them

businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women present

six steps to take.

by hitendra patil
client accounting services: the definitive success guide

what is stopping you from offering client accounting services? maybe your clients aren’t asking for it. no matter. unless you are providing only tax return preparation services only to individuals, you can, and should, make sure your clients learn about the many benefits of cas.

more by hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

i sent a quick one-question poll to randomly selected people. i had no clue if such people bought any services from accountants. the question was simple: “what word comes to your mind when you hear the word ‘accountant‘?”
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featured video

amy vetter: strategies for transforming workplace culture | gear up for growth

failure to address corporate climate can critically impact talent recruitment and retention.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

amy vetter, ceo of the b3 method institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest gear up for growth episode.

“a thriving workplace culture starts with strong leadership, clear communication, and a commitment to values,” vetter says. “when leaders empower employees and lead with transparency, firms can create an environment where people feel supported and engaged.” 

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

vetter highlights the importance of setting boundaries to reduce stress. “we carry belief systems from when we started our careers—like feeling guilty for leaving the office at a reasonable hour,” vetter explains, “but no one is actually judging you for setting healthy boundaries. communicating expectations and structuring your day can help reduce unnecessary stress.” 

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leadership

management vs. leadership

woman holding marker beside whiteboard, facing three colleagues

seven experts offer their insights.

by marc rosenberg
the rosenberg practice management library

“democracy is no way to run a company.” – marc rosenberg, paraphrased from pat riley, nba coach

during my 30-year career in the business world, i have read many books and articles on management and leadership. i’ve also heard countless speakers at map conferences wax eloquent on these two terms. here is a very short list of my favorite definitions of management and leadership.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

management

management’s job is to:

  • decide what you want to be and make it happen.
  • hold others accountable for their performance.

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politics & government

could the irs do better with the phones?

data chart

measurements need to be refined.

by 卡塔尔世界杯常规比赛时间 research

the irs has made big improvements in answering phones, but the service still leaves a lot to be desired … more than the irs measures or admits.

before we get into the gripe, let’s look at the improvements.

more: irs sluggish on identity theft | tax preparers share advice for your clients | check these 41 items on business tax returns | irs must speed up tax return processing | first tax filing reports are in | cut down your tax work in progress | steve yoss: unlocking business insight with power bis | quick tax tip | more than 1 million erc claims still not processed | art werner: the godfather and tax issues | quick tax tip | advanced tax preparers need managing, too | the top ten problems the irs still needs to fix | irs processing up; payouts down
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

over the past two years, the irs has hired more than 20,000 new taxpayer services employees. many of them are the customer service representatives (csrs) who answer the phones. and many csrs were moved from other duties to do phone duty on what’s called accounts management (am) lines.

and it worked … sort of.
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