卡塔尔世界杯常规比赛时间

today's features

keep clients from “balance due” shock

with just a little advanced marketing, you can get paid year-round and have more satisfied clients.

when i talk with prospective clients in any medium, i lead with tax planning. i don’t care if i’m meeting them, calling them or emailing them. i lead with tax planning. the number one complaint clients have about cpas and tax preparers is a lack of planning. they get tax returns and nothing else.

more: stop clients from performing “favors” | who needs fall tax planning? clients … and you | get clients to bring tax docs early…yes, early | why time tracking still matters | make fewer mistakes, increase revenue and capacity | six ways to create a millennial-friendly firm
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the fun part is seeing the reaction when i mention planning. i tell them that they can know the results while there’s still time to change the results. tax season is no longer stressful because they know the answers in advance about refunds and balances due.
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pro member exclusive

major websites blocking content from ai crawlers

amazon, quora and indeed are three major websites that prohibit chatgpt’s bot.

by rick richardson
technology this week

according to recent data from content detector originality.ai, nearly 20 percent of the top 1000 websites in the world are restricting crawler bots that collect web data for ai services.

more: what is an heic file? | ai + mri = diseases that doctors might miss | your boarding pass could onboard hackers | chatgpt passes cpa exam on second try | cyber insurance costs rise in health care as attacks soar | adobe announces “creator-friendly” generative ai tools
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big and small websites are taking matters into their own hands because there are no clear legal or regulatory guidelines limiting ai’s usage of intellectual information.

early in august, openai unveiled its gptbot crawler, claiming that the information obtained “might improve future models,” assuring that paywalled content will be omitted and providing instructions on how to block the crawler on websites. read more →

advisory & consulting

ai and the future of advisory

or, ‘the real battlefield: ai’s inroads into value creation within accounting’

by ric payne

four university professors sat the 3.5 version of chatgpt for the cpa exam in may. and it failed. rather badly, it turns out! averaging a score of 53.1 across all sections.

however, it passed when the same researchers repeated the experiment on the upgraded chatgpt version 4.0 only a month later. rather impressively, actually. with an average score of “the chatbot received an 87.5 in the part that rated highest, auditing and attestation (aud),” the researchers reported.

more on artificial intelligence: chris vanover: question the why or stay with the status quo | ai + mri = diseases that doctors might miss | the art of prompt engineering for accountants | staff need good pay and tlc | two words define your work future in the ai world | becky livingston launches “the b2b marketer’s guide to ai” | getting real: accounting tech decisions you need to make today | generative ai: should you avoid it or adopt it? | the disruptors: al anderson on the new manifesto for accountants | should accountancy account for sustainability? | firms rev up expansion plans | what an a.i.-powered workforce means for accountants | jody padar: build a practice that works for you, not vice-versa. | ai systems just for accounting in development | ai is not your enemy |

more 卡塔尔世界杯常规比赛时间 coverage here.

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this is a very interesting development for several reasons.

first, it’s amazing how quickly chatgpt has improved. i doubt a human, even a smart one, would achieve a 32 percentage point improvement in an examination score in just a few months. this performance improvement begs the question: are we looking at the likelihood of close to 100% shortly? read more →

pro member exclusive

three ways to work together on wealth

collaboration can be in house, but it doesn’t have to be.

by anthony glomski

the term “wealth management” comes up time and time again as you seek advice about helping your clients with their financial challenges and opportunities.

more: target the family ceo | how to implement collaborative wealth management | five challenges of liquidating a business
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people throughout the financial services industry like to call themselves “wealth managers” or “wealth advisors,” but research shows that only about 1 in 16 financial professionals really provide collaborative wealth management. this type of client relationship includes not only investment consulting, but all aspects of advanced planning and relationship management. mostly they focus on investment management services that everyone else provides. in most cases, standard investment management services are not enough to make a meaningful difference in your client’s total financial picture. but your role as your clients’ personal cfo does make a huge impact.
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pro member exclusive

merge in lower-priced work without losing out

you bought a tax practice! but they charge less than you do. now what?

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

question: i bought a tax return practice in december from a person who was charging $180 per hour. my rate is $300 per hour so i did not make money and i would like to know what i could do to raise fees so i don’t continue to lose on it.

more: want more tax clients? here’s how | bundle tax services with financial planning | how to begin a business valuation | how to offer conflict resolution | get your clients talking about retirement | when clients remarry | four reasons to perform tax projections
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answer: after a long discussion, it appears that he bought a good practice with good fees charged for the returns. his problem is that he has no employees and did all the work himself – about 750 tax returns, and was totally overwhelmed with non-stop work.
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