today's features

what it takes to get a promotion in accounting

smiling man in shirt and tie seated at desk

job descriptions for staff accountant, senior accountant, manager and partner.

by marc rosenberg
cpa firm staff: managing your #1 asset

“the last person i ever want working for me is someone who says, ‘that’s not in my job description.’” – neil degrasse tyson, cosmologist and astrophysicist

“well-written and effectively developed job descriptions are communication tools that allow both employees and supervisors to clearly understand the expectations of the role, its essential duties, the competences and responsibilities, along with the required educational credentials and experience.” – mary anne kennedy, hr daily advisor

more: generational differences can’t be ignored | surveying your staff: why and how | why developing women partners matters | six tips for setting compensation | eleven things that good mentors do | how remote work is impacting accounting firms | how to solve the big disconnect in talent management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this post addresses the four most common positions at a cpa firm: staff accountant, senior accountant, manager and partner.

there is no such thing as a standard job description for these four positions. each firm must define them in ways that make sense for their practice. if ever there were job descriptions that should have flexibility built into them, most certainly they would be cpa firm positions, because the expectations vary as much by the type of assignments as by their title.
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break the burnout cycle in accounting | arc

“a firm’s culture during busy season reveals its true colors.”  

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more arc: analysis, reaction, comedy

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

as the busiest time of year looms for accountants, industry leaders byron patrick, cpa.citp, cgma; donny shimamoto, cpa.citp, cgma; and liz mason, cpa, share practical advice in the first episode of the second season of accounting arc on maintaining resilience during tax season. their conversation explores actionable strategies to counteract stress and promote mental health. 

more accounting arc: accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting professionangie grissom: next gen inspo for accountantsdoes accounting belong in stem?rose wang: where numbers meet strategy and creativitytiktok 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 numbersrachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

the hosts share relatable anecdotes, from patrick’s newfound habit of scheduling haircuts to mason’s candid discussion about balancing adhd with professional responsibilities. shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation, adds, “if it’s not on my calendar, it’s not happening,” highlighting the need for intentional scheduling. 

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six methods for getting paid faster this tax season

sure it’s good for business, but it’s also considerate to clients.

by ed mendlowitz
tax season opportunity guide

accounting is a business and businesses need to be paid.

it’s harder to justify prices when providing services rather than products. products are usually priced before delivery while many times services are priced after delivery, i.e., performance.

more: four steps could close the tax gap | art werner: how to turn tax prep into tax advisory | quick tax tip | art werner: navigating business structure decisions amid tax law changes | quick tax tip | tax season memo from staff to managing partner | is the irs adequately tracking corporate tax evasion? | irs still unsure how to measure audit rate | irs vs. fraudsters | is the irs mismeasuring phone service?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

many accountants price tax returns before they are worked on, usually basing the fee on last year, or a rate schedule. sending a bill with the return establishes the relationship that you should be paid promptly for the work done.
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how to create price packages

hand moving triangle along beam to indicate balance between price and value

three steps to setting your monthly fee.

by jody padar
radical pricing – by the radical cpa

packages are the first step toward productizing your services. your packages define your services as discrete offerings with defined parameters around what they include and what’s excluded.

more: seven steps to determining your price | using change orders with scope | when to increase scope and when to let it go | which clients should you scope? | getting aligned on scope helps your team and your clients | five areas to ground new metrics other than time | digitize clients for standardization | are you the key signal caller for your clients? | six steps to start value pricing | the radical pricing model: start with $25k | the convergence of trends makes pricing changes imperative
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the secret sauce to creating a fixed price package with a value add consists of combining several variables:

deliverables + client persona = well-priced packages

client-specific price point + market price point = well-priced packages

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steve yoss: ai’s power in assurance services | quick tech talks

efficiency meets innovation when you turbocharge audits with ai.

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quick tech talk
with steve yoss
cpe today

accountants can leverage ai tools—not just the industry-specific platforms like mindbridge and inflow systems, but also generative ai tools such as chatgpt and claude—to enhance their auditing processes.

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

amazing, dedicated ai tools exist for accountants, but did you know you can use general generative ai to analyze excel workbooks and other data files?

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