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ten popular benefits that keep staff happy | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

today’s scarcity of accounting talent makes it all the more important to retain existing professionals and staff. salary alone won’t keep them happy. the most valued benefits often center around work-life balance, financial perks and career development.

here are the top 10 benefits that typically appeal to cpa office staff:

  1. flexible work arrangements. options like remote work, flexible hours and compressed workweeks are highly desirable for balancing personal and professional lives, especially during tax season. ask staff what they’d like.
  2. professional development and certification support. invest in your firm’s most important asset by covering costs for cpa exams, licensing, cpe credits and certifications. staff will appreciate, and the firm becomes stronger when staff knows more.
  3. competitive salary and bonuses. money talks! fair compensation, performance-based bonuses and profit-sharing are strong motivators, especially in an industry with rough seasonal demands. paying staff well is less expensive than trying to find new staff. surprise bonuses go a long way.
  4. health insurance and wellness programs. comprehensive health benefits, including mental health resources and wellness incentives, help staff stay healthy and resilient during high-stress times.
  5. paid time off (pto) and mental health days. generous pto policies, including paid mental health days, encourage a healthy work-life balance and help prevent burnout. if personnel have put in extra time during tax season, they deserve at least as much time off. four-day workweeks are especially appreciated in the summer. how about bonus vacation days during slow periods?
  6. retirement and financial planning assistance. a robust 401(k) match, retirement planning resources and financial education sessions are appreciated benefits. the promise of long-term financial security does much to ensure long-term retention.
  7. student loan repayment assistance. many cpas have student loan debt, so offering student loan assistance is a valuable benefit, easing financial stress and improving loyalty. after all, your firm is benefiting from the education that staff paid for. great way to attract new, trainable talent.
  8. career advancement opportunities. clear paths for promotion, mentorship programs and leadership development foster growth and engagement within the firm. be sure to consistently consult with personnel to understand where they want to go and how they want to get there.
  9. family-friendly benefits. parental leave, child care support and family-focused benefits resonate well because they demonstrate the firm’s understanding of family commitments. single parents appreciate help and understanding and will stick with a job that helps them work.
  10. workload management and seasonal assistance. hiring additional seasonal staff, outsourcing and managing workloads to avoid burnout during tax season are significant benefits for employee well-being. help existing staff understand how the seasonal assistance is making their lives easier.

if you’re serious abut retention – and you should be – look for the magic mix of benefits that keeps everybody happy and glad they work with you. and don’t try to guess what they want. ask them!

why cpas are best positioned to become financial advisors

portrait of blake oliver
oliver
blake oliver is a cpa and the founder and ceo of earmark, an app that offers nasba-approved cpe and irs-approved ce credits for listening to your favorite accounting and tax podcasts. he also co-hosts the accounting podcast, the world’s most popular podcast for accountants.

you have a lot of advice to offer beyond taxes.

by blake oliver
the holistic guide to wealth management.

“isn’t it ironic? we ignore those who adore us and adore those who ignore us.” – author ellen hopkins

every cpa i know wants to help clients make the best financial decisions. study after study shows cpas are their clients’ most trusted advisors because they have integrity, are prudent, and don’t engage in the hard sell, especially when it comes to financial services.

more: 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.

 

most cpas claim to do tax planning. but how can you do proper tax planning without knowing a client’s financial goals? you need to know much more about a client than merely their tax liability. yet that’s often where the accountant’s relationship with their client stops every year. how many people have a great tax guy/tax gal whose only goal is to minimize their client’s tax liability? that’s their job, right?
read more →

susan bryant: set boundaries and elevate client services for better results | accounting influencers

accountants who stay silent risk disappointing–and probably losing–clients.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

accounting influencers
with rob brown

accountants, take charge of your client relationships, says susan bryant, cpa, in this episode of accounting influencers.  bryant’s on a mission to empower accountants to refine their client base, set professional boundaries, and elevate client interactions to meet today’s high expectations.

bryant, a cpa and co-owner of a firm in plano, texas, has built her career on driving excellence in accounting. known for her expertise in advisory services, she’s passionate about transforming how accountants view client relationships and service delivery. “accountants today must redefine what a good client looks like,” bryant stated. “in this industry, it’s time to align with clients who truly value and respect the work we do and are ready to invest in that relationship.”

read more →

automation can be exciting in client accounting services

businessman pressing virtual "automation" button

raise client expectations.

by hitendra patil
client accounting services: the definitive success guide

we know that cas generally constitutes three key service segments:

  • after-the-fact financial statement preparation, i.e., “write-up,”
  • business transaction processing and
  • outsourced cfo and controller services.

more: 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’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

tax planning/tax strategy services may also become part of your cas offering if you have interest/expertise in that segment.

have your clients’ needs changed now?
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four steps could close the tax gap

the difference between what’s owed and what’s paid is $625 billion.

by 卡塔尔世界杯常规比赛时间 research

what’s more aggravating than paying all the taxes you owe while other people cheat?

maybe this: that the biggest tax cheats are the wealthy while it’s the lower-income taxpayers who get audited more.

more: 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 | art werner: estate planning strategies | quick tax tip | art werner: post-mortem estate planning | quick tax tip | pause to praise the tax pro volunteers | irs vs. fraudsters | imagine! the national tax advocate does | art werner: maximizing fringe benefits
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the financial consequences of noncompliance are staggering. according to the annual public report issued by the internal revenue service advisory council, an estimated $688 billion in taxes went unpaid in 2021.
read more →