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today's features

referrals best for gaining wealthy clients

some of your potentials prefer obscurity.

by anthony glomski and russ alan prince

client-focused business development is fundamental. the everyone wins process is effective at every level of wealth. as we said, the everyone wins process is not only business-enhancing, it’s life-enhancing. so, if you are interested in working with the super-rich and with single-family offices, mastering the everyone wins process will serve you well.

more: why stress testing matters | six ways to offer financial products | where to find wealthy clients | take time to tune your practice goals | here’s where your next $5 million is coming from | help clients avoid fallout from personal complications
exclusively for pro members. log in here or 2022世界杯足球排名 today.

on the other hand, you will need to make modifications to how you operate, including what you can deliver to these cohorts when it comes to your high-net-worth practice. an obvious example is that a single-family office will turn to you for all that most high-net-worth practices can deliver. this is extremely rare.
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client accounting services

safe harbor compliance reduces risk of fines and penalties

protect your clients–and your firm–by being proactive.

by donny shimamoto, cpa, citp, cgma

in the last few years, we’re starting to see state legislatures and attorney generals recognizing that tax practitioners are trying to protect their clients. they are formalizing this recognition with changes to regulations or laws to include “safe harbor” provisions that limit or eliminate the fines and penalties for tax practitioners who take proactive action to manage their cybersecurity risks.

more: how hacker-proof is your firm? | unleashing the power of technology: transforming accountants into trusted advisors | future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my! | accounting nerds, unlock your super powers | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms | staff retention for remote workers | why the future is in risk advisory | ready for non-cpa “cpa” firms?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

as of december 2022, the following states have some type of safe harbor provision in place:

connecticut[i]
ohio[ii]
utah[iii]

in contrast, states like california and colorado are taking the opposite approach and penalizing organizations that have data breaches.[iv]

advisory & consulting

what clients don’t know about cost variances

you want the best information possible.

by ed mendlowitz
77 ways to wow!

when we discuss estimates – trailing amounts based on previous transactions and costs, it is important to have the amounts as accurate as possible to reduce the variances, but they will exist.

more: why and how to track payroll costs | how to account for materials purchased | ten strategies for smart a/r collections | where is your firm in its lifecycle? | six kinds of loan covenants | what’s more profitable, raising or lowering prices? | insurance you might not know you need | solos need plans for death, disability | you don’t need this, but your survivors do
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the estimated costs will be measured at the end of a period, i.e., week, month, quarter or year, and the reasons should be investigated and reconciled.

advisory & consulting

is it time for your firm to outsource?

twelve clues to help you decide, plus the three categories of risk.

by hitendra patil
client accounting services: the definitive success guide

when you are the key person to make things happen at your firm, you want to invest as much time in “business development” (not just marketing and sales) as humanly possible. your firm’s growth will make you feel that producing and delivering your services is an essential core business function for you, but some of it is not. freeing up yourself to spend more time focusing on the things that add value to your practice, and help set it apart from the competition is an essential differentiating growth strategy you will ever deploy. the same principle applies to your experienced, talented staff.

more: cas tech stack depends on cloud use | five ways to overcome cas staffing challenges | think cas isn’t for your firm? | convince your firm of cas value | ten ways to tell a client is ready for cas | launch cas in just eight steps | who is the professional?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

you will build your cas practice on newer, cloud, collaborative technologies. it will help you automate many routine functions and optimize your operating costs. but you still need competent people to manage, nurture and strengthen your client services and advisory functions.
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innovation & change management

the three best project management apps to control workflow

working from home? these three apps can help you collaborate better with long-distance colleagues.

by beth ziesenis
app of the week

it’s probably no surprise that more than half of americans would prefer to work from home. fortunately, technology has progressed so rapidly since the 1980s that more than 80% of americans say their homes are properly prepared for home offices. (a pandemic forcing employees to work from home and companies to adequately prepare for remote employees didn’t hurt the cause, either.)

more apps of the week: automate captions for videos | can’t read it now? save it for later | don’t lose precious memories: digitize old photos | track your mileage automatically | keep track of your subscriptions | capture testimonials to increase credibility | find an extra set of hands for time-consuming tasks | personalize communication and set yourself apart from competition | waiting to exhale (i.e., can april 19 hurry up?) |
see all: apps of the week here |
exclusively for pro members. log in here or 2022世界杯足球排名 today.

however, keeping your entire team on the same page with regard to objectives, strategies, expectations and deadlines can be a chore. fortunately, there are lots of project management apps out there to help, but how do you know which one is best for you? here, i’ll highlight three of my favorites.