today's features

five steps to transition to partnership

man pointing at laptop screen as woman looks on

get your senior managers ready.

by marc rosenberg
the rosenberg practice management library

how are the duties and responsibilities of a new partner different from those of a manager? this is one of the grayest areas in bringing in new partners.

more: disturb the present to improve the future
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ideally, there should be a gradual transition for new partners from their last two to three years as a manager to the first few years as a partner.
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five ways to wow your clients

chocolate chip cookies in white plate with red cup coffee

sometimes it truly is the thought that counts.

by sandi leyva
the complete guide to marketing for tax & accounting firms

you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience.

just a little forethought and planning will make a huge difference.

more: six strategies to make more without working more | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five tips for your consideration:

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bissett bullet: culture eats strategy for breakfast

today’s bissett bullet: “we all use the same technology and the offer is very consistent so what sets us apart is our people.”

by martin bissett

if the tech is the same as our competitors, then it is our identity, the culture in our firm that sets us apart. you can have the best strategy in the world, but without the culture that engages people to deliver on your vision, it won’t work.

take a look at the culture of your business. does it reflect your vision and values? do your people know what the vision and value are and how do they reflect them? have you created an environment where they are happy to spend up to half of their waking life?

a happy, engaged, loyal team who understand what you want to be known for and are motivated to deliver that will result in greater retention, reduced recruitment cost and outstanding client experiences.

today’s to-do:

ask a team member at random what it is they think you most want your firm to be known for. do they know? do you know?

see more bissett bullets here

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accountants hopeful, concerned and confused about ai

bar charttax and accounting pros share their thoughts, both negative and positive.

by 卡塔尔世界杯常规比赛时间 research

early results of the 卡塔尔世界杯常规比赛时间 outlook 2024 emerging issues, opportunities and trends survey are finding practitioners cautiously optimistic about the potentials of artificial intelligence.

more: looking for recent grads? good luck | cpa biz is booming, but for how long? | survey respondents see exciting year coming up | survey: accountants economic outlook brightens | research: accounting pros cautiously optimistic about generative ai | how auditors can beat ai | why the u.s. must act now to protect our online privacy
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a lot more respondents see ai having a positive impact on their firms rather than a negative impact, but the vast majority – 67 percent – admit that they just aren’t sure.

twelve percent say the impact will be “very positive” as it increases efficiency, and another 17 percent are pretty sure the impact will be “somewhat positive.” only 4 percent fear a negative impact.
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why other accountants are great referral sources

plus 9 ways to meet more people.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

referrals should be your greatest way of obtaining additional business and in particular tax services.

more on marketing: do you really want that client? | want more tax clients? here’s how | seven keys to a complete succession plan | the tax effects of buying or selling a business | how to guide clients through divorce | help clients manage their investments | help heirs with tax issues | every client can use financial planning
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

referrals do not just come from existing clients, but can come from almost everyone you know. referrals are made by people who believe
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