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today's features

let tech make communication easier

how to create effective systems.

by penny breslin
it’s not just the numbers

open and clear communication is essential when you provide back office support (bos) services. you cannot take on this type of work and not stay on top of it. previous examples have shown what happens when you do it right. here’s what happens when you don’t.

more: how to craft a service level agreement | three examples: pricing your bos value add | use timesheets for productivity, not billing | revisit your back office support procedures | federated search: what it is, why it matters | accounting tech tools to minimize your pain | do your apps play well with others? | it’s ok to have favorite clients | ten questions for teamwork | yes, you can be an outsourcer
exclusively for pro members. log in here or 2022世界杯足球排名 today.

case study: when you don’t keep up your side of the agreement

a cpa wanting to provide bos services to his clients contacted us to help with the first setup. the software of choice by the business owner was quickbooks.
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pro member exclusive

nuclear battery could keep your future phone running for 50 years

you would need a new phone before you ran out of juice.

by rick richardson
technology this week

a new nuclear battery created by a chinese company might power your phone for 50 years with no need to be charged.

more: did ancient romans find a solution for climate change? | tack one launches new location tracker for children and seniors | windows is now an app for pcs, apple products | bill gates says america has a math problem | what is an heic file? | congress: tax prep companies shared private data with google, meta for years | what an a.i.-powered workforce means for accountants | smartwatch saves two lives | chatgpt unlikely to replace accountants
exclusively for pro members. log in here or 2022世界杯足球排名 today.

at 15 x 15 x 5 mm, betavolt technology says it has successfully shrunk atomic energy batteries. through the process of radioactive decay, the small battery produces 100 microwatts and a voltage of 3v using 63 nuclear isotopes.

pro member exclusive

health, wealth, stealth: challenges on the path to partnership

and why we need them.

by martin bissett
passport to partnership

now we move on to our sixth “c” in the passport to partnership – challenges.

again the heading has more than a single application, which we’ll explore here.

more: it’s time to prepare the next generation | walk the commitment walk | two steps toward mastering selling | thirteen ways to show commitment | clients can’t grow without you | seven mistakes in winning new fees | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet
exclusively for pro members. log in here or 2022世界杯足球排名 today.

ultimately, the partners interviewed in our research broke “challenges” down into two key areas:

the ability for a manager to pull the firm out of the mire when there’s a problem
the ability for a manager to pull the client out of the mire when there’s a problem

advisory & consulting

when clients want to manage their own wealth

can they? maybe. but should they?

by anthony glomski

i have told you that your business owner clients will face new challenges, new transitions and new opportunities as they navigate their way through a liquidity event and emerge on the other side. i also have emphasized that you must do everything in your power to help them preserve, protect and maintain the wealth that they have worked so hard to build.

more: four attributes your experts need | your wealth management team needs these five people | there’s more to giving than tax implications | eight questions for estate planning | clients who don’t listen | how to outline your client’s big picture
exclusively for pro members. log in here or 2022世界杯足球排名 today.

nassim taleb, author of the bestselling book “the black swan: the impact of the highly improbable,” argues that we can not only learn to navigate these frightening and overwhelming events, but learn to become stronger as a result of them and to take advantage of the opportunities they provide.

by helping your clients prepare the right way to withstand the next black swan event, you can help ensure that they’ll be able to have a huge impact not only in their life, but in their family’s life, in their community and even in the world at large.
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pro member exclusive

nine tips for a healthier tax season

how to be at your best through april 15th.

by ed mendlowitz
202 questions and answers: managing an accounting practice

tax season can be a marathon. everyone has their own tips and tricks, habits and techniques for staying sane and healthy. here are 10 of mine:

more: every accounting firm needs quality control | three ways to start an accounting practice | free consultation? not always | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
exclusively for pro members. log in here or 2022世界杯足球排名 today.

eat lunch out of your office.
go for a 15-minute walk in middle of afternoon instead of eating a snack.