today's features
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
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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
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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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accounting arc

the research imperative: why data drives accounting success| arc

“it’s not about what’s happening today, but about staying ahead of what’s coming next.”

 

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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

“without research, we’re just guessing,” says donny shimamoto, cpa.citp, cgma, setting the tone for a compelling discussion on the latest episode of accounting arc. alongside fellow thought leaders liz mason, cpa, and byron patrick, cpa.citp, cgma, shimamoto explores the vital role of research in modernizing and transforming the accounting profession. 

more accounting arc: how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

research, they agree, is the backbone of informed decision-making. “data allows us to see what’s truly happening, not just what we assume,” says mason, ceo of high rock accounting. for the panel, evidence-based strategies are essential to keeping pace with rapid industry changes. 

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pricing, fees & billing rates

get your team on board with value pricing

overhead view of five businesspeople stacking hands in teamwork gesture

five keys to success.

by jody padar
radical pricing – by the radical cpa

truly aligning your staff with your new business model may be the most important part of overhauling pricing and building a client-centric firm. this kind of systemic shift needs the full support, compliance and understanding of the entire firm. a change in pricing affects everyone’s job.

more by jody padar
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here are the key components your team must understand and be aligned with:

  1. understand fixed and value pricing. your team needs to understand how bundles are created and where services begin and end. they are the ones who will do the knowledge-based work, so they should follow the conversation around value and value identification. they need to understand the intricacies of each deliverable and the scope of standardized packages.

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busy season management

picking up the phone helps retain tax clients

businessman talking on phone in the office

personal touches matter.

by ed mendlowitz
tax season opportunity guide

clients are not numbers on a list that needs to be reduced. they are all individuals and consider themselves very important people and want professionals who treat them accordingly.

more by ed mendlowitz
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it is attitudinal and accountants must adopt that mindset and transmit that through to their culture. so you need to know when it’s essential to pick up the phone.
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