today's features
busy season management

teach time management and tax reviewing

man and woman looking down at document

avoid the dreaded “what’s the status of” questions.

by frank stitely
the relentless cpa

let’s discuss two training issues in detail: teaching time management and teaching review skills.

the biggest training gift that you can give your staff is time management training. you may want to offer formal training, but i have never found one that was really specific to cpa firms and the daily challenges we face.

more by frank stitely
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two time-management skills are at the heart of what cpa firms do. first, teach your staff task switching. by that i mean they shouldn’t get locked in on one type of task to the exclusion of others.
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featured video

ira rosenbloom: m&a money’s easy – culture fit’s hard | the disruptors

progressive firms are the key to the future of the profession.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “holistic guide to wealth management,” by rory henry – see today’s special offer

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the disruptors
with liz farr

the world of m&a is full of disruption, distraction, and disorientation these days, says ira rosenbloom, ceo of optimum strategies. while the headlines focus on private equity’s increasing role in cpa firm acquisitions, two new types of acquirers are playing a bigger role: family offices and wealth management.

more podcasts and videos: roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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these different participants are disrupting “the more traditional marketplace, which for years has been driven by two cpa firms getting together that had a lot in common, except one was larger and the other one was smaller,” says rosenbloom. “i just think that what we’ve seen is there’s not one approach that works for everybody. we’re seeing dimension now. we’re seeing a whole bunch of choices.”

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management

internal communication matters, too

bonus checklist: five questions to evaluate yourself.

by martin bissett
business development on a budget

the passport to partnership study collated a number of responses in a conversational style. several examples really stood out as the first steps in effective communication:

would we put this person in front of a client?

more by martin bissett
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meaning: the clients are our source of income; we don’t jeopardize that for anything. if we think that this person will do anything less than consolidate the perception of the firm and its people in the eyes of the client, we’ll keep them back in the office.
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featured video

steve yoss: up your ai skills | quick tech talks

transform your workday and discover practical ways to save time.

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quick tech talk
with steve yoss
cpe today

generative ai tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. if you haven’t explored tools like openai’s chatgpt or anthropic’s claude, now is the time to dive in. these cutting-edge technologies are as accessible as they are powerful, requiring no special training—just your ability to clearly express your needs.

more steve yoss
more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

imagine completing a 10-hour workload in just six hours. that’s the promise of generative ai: helping you work smarter, not harder.

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advisory & consulting

what empowerment should look like … and shouldn’t

man intently listening to woman in office

six skills that an auditor needs.

by alan anderson, cpa
transforming audit for the future

empowerment means that teams feel like they have ownership over the outcome, outputs and the process of what they are doing. they need to feel it’s ok to try doing things differently and even to make a mistake – and learn from it. the quality of everyone’s work improves when they have the confidence to present new ideas, and to push back when they think there’s a better way to do something. and empowerment delivers results – especially when it is partnered with owned accountability.

more by alan anderson
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unfortunately, most of us have a better idea of what an empowered team and empowering managers do not look like than what they do look like. let’s look at a few of the ones you may have seen in your time working.
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