卡塔尔世界杯常规比赛时间

today's features

who is ready for client accounting services?

ten ways to tell.

by hitendra patil
client accounting services: the definitive success guide

experience of those offering successful client accounting services shows that the fastest way to start your cas practice is to provide it to some of your existing clients. if you already have a cas practice, it is important to periodically analyze which of your clients have become a good fit for cas. it is important to note that not all of your clients will be good fits for cas.

more: wants? needs? cas helps fill both | automation can be exciting in client accounting services | eight steps for better client accounting services | do you have the client accounting services mindset? | four ingredients to your cas ‘why’ | cas clients are ‘stickier’
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there are some easy ways to identify which of your existing clients are cas-fit, i.e., which of your clients will benefit the most from your cas offering. and then there are some not-so-easy ways to know which are your cas-fit clients.
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audit & assurance

what quality in audit leadership means

you can’t build it in at the end.

by alan anderson, cpa
transforming audit for the future

“it takes less time to do things right than to explain why you did them wrong.” – henry wadsworth longfellow

many audit firms think about quality as a task carried out at the end of the audit by the quality control reviewer. the problem with that thinking is that sometimes the qc reviewer misses major problems. for example, i was working with the new qc reviewer at one firm who spent most of the review time looking at the superficial details of formatting and punctuation, but almost disastrously missing a $3 million error that i spotted right away because the relationships between the numbers didn’t make sense.

more: business-minded approach helps build a better firm | are you looking at the big picture? | meet your client all year, not just during audit | give your audit teams tasks that increase business acumen | are you using the right business model? | give advice while remaining independent | stop mixing up your v’s and losing your best people | empower your team by dumping c and d clients | the new formula for an accounting business | how to upgrade c and d clients | eleven types of audit clients and which to fire | don’t risk losing good employees for bad clients
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quality in audit shouldn’t be just an extra step at the end of the audit, but it should be an approach woven into the fabric of the firm. quality is an attitude of “first time right” that permeates every task and every step in the audit. if you leave quality for the end, you’ll be challenged at delivering quality in your audits.
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advisory & consulting

ten ways to use the holiday season to prepare for the tax season | listicle

by 卡塔尔世界杯常规比赛时间 research

you want to hit the busy season running, not getting organized. the holiday season provides an excellent slow-time opportunity for tax offices to get ahead on tax season preparations.

more listicles here

here are 10 ways you can leverage this time:

organize client information: contact clients to ensure you have updated contact information, financial records and relevant documentation. resolve any missing information from previous tax years. confirm that you’ll be doing their taxes again.
schedule year-end tax planning meetings: meet with clients to review their financial situation and discuss year-end strategies, such as charitable donations, retirement contributions or capital gains harvesting, which could reduce their tax liability. also help them prepare to deliver timely tax information.
update tax software and tools: make sure your tax software is up to date. prepare any templates, checklists or tools you use for tax preparation. confirm that everything works.
train or update staff: conduct training sessions to familiarize your team with any changes in tax law, software updates or new procedures. discuss client handling and workflow management.
review changes in tax legislation: update yourself and staff on recent tax law changes at the federal, state and local levels. consider how these changes will affect your clients and adjust your strategies accordingly. inform clients as necessary.
send out year-end reminders: send emails or newsletters reminding clients of important deadlines, year-end financial considerations and any last-minute tax-saving opportunities. later, remind them again.
organize internal workflows: refine your tax season workflow, including document intake, file management and communication protocols. identify and rectify bottlenecks.
prepare engagement letters: draft and send out engagement letters to clients for the upcoming tax season, outlining services to be provided, fees and other important terms. include checklists. suggest deadlines.
update client portals: if you use a client portal, make sure it is ready for tax season, with clear instructions on how clients can upload documents, complete checklists or communicate securely. consider asking clients to use it in a trial run.
market tax services: use the holiday season to promote your tax services through social media, newsletters and local networking events. offer early-bird discounts or consultations to attract new clients.

the holiday season is a special time with a psychology all its own. it’s slower and happier. try to combine the holiday spirit with staff preparation. avoid coming back from the holidays and needing to start organizing for the busyness that’s right around the corner.

katie lyles: triumphs amid chaos | capstone conversations

risk-taking and transparency emerge as key drivers for success in accounting marketing.

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

when katie lyles joined dallas-based accounting firm lane gorman trubitt at the end of 2019, she anticipated a role focused on coordinating live events. little did she know, her career trajectory would be shaped by a global pandemic, propelling her into a spotlight she hadn’t foreseen. in 2021, lyles was named the association for accounting marketing (aam) rookie of the year, a testament to her ingenuity, adaptability, and dedication to her craft.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

on a recent episode of capstone conversations, lyles reflects on her journey, marked by resilience and resourcefulness. when covid-19 halted in-person events in early 2020, lyles quickly pivoted to virtual platforms, saving her firm over $90,000 and generating record-breaking revenue. beyond the financial impact, her efforts were instrumental in lane gorman trubitt’s ppp task force, where her marketing expertise contributed over 55% of the task force’s revenue.

outlook & analysis

artificial intelligence plays role in analytics, optimization

accounting profession also impacted by private equity and environmental, social and governance factors.

by angie grissom
the rosenberg national survey of cpa firm statistics

the accounting industry continues to be poised for significant changes over the next year, influenced by trends including more private equity activity and evolving business needs and strategies.

editor’s note: every year, the 2024 rosenberg national survey of cpa firm statistics asks the profession’s top consultants two sets of questions:

- how do you think the next 12 months will unfold? trends? predictions? other thoughts?
- how would you assess the last 12 months? trends? observations? struggles?

more: challenges for the accounting profession: private equity, offshoring, training new hires | focus on intentional growth | what’s going to happen? lots, say consultants | how accounting firms are handling the staff shortage | when staffing falls short, clients get culled | staffing turnover’s down, but why? | is this the last year of accounting’s golden age?
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the consolidation of accounting firms is expected to speed up in 2024. this trend is driven by the need for firms to enhance their resources, expand service capabilities and gain industry expertise. there will be a notable increase in mergers among top firms, including regional and national mergers, as well as east coast/west coast collaborations to broaden geographical reach. private equity (pe) involvement will also grow, with more pe transactions involving the top 150 firms and smaller tuck-ins. private equity firms are predicted to continue their significant involvement in the accounting sector. key areas of investment will include technology and health care.
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