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today's features

advisory services done your way

how to craft a plan to delegate, partner and outsource.

by penny breslin
it’s not just the numbers

back office support for the accounting firm defines you and your firm. are you servicing clients who are part of the past, or are you servicing clients living into the future? remember the new generation of business owners has never owned a filing cabinet, fax machine, landline, printer and turntables (only if they are into retro music!).

more: yes, you can be an outsourcer | how back office support adds value | ai is not your enemy
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the diagram above is how i think about “advisory services.” the traditional role of an accountant has been as steward and operator. if you’re happy there, then that’s ok, this post will help you streamline your processes and technology to deliver these services more efficiently and profitably. and if you want to move into higher valued (and higher paying!) work and play a role in transforming your clients’ businesses, and play the role of strategist and catalyst, then we’ll show you how.
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management

five ways to rally your firm to its culture

make it work for you.

by martin bissett
passport to partnership

cultural issues are dynamic, very broad and unique in each firm. as such it is a challenge to summarize them accurately and comprehensively.

more: three questions about your competence | competence is step one of seven | three things that rich accountants do | four reasons it’s hard to sell | eight questions to hold yourself accountable | win your first client: yourself
exclusively for pro members. log in here or 2022世界杯足球排名 today.

from our research, however, the wise choice for anyone wishing to get their passport to partnership appears to be to study

their firm’s existing culture,
that of its senior individuals and
that of those who have the ear of those senior individuals

to understand not only the route to partnership, but the terrain that they need to cross too.
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audit & assurance

three fundamental questions to ask in audit

are you teaching your team the real work or just the compliance work?

by alan anderson, cpa
transforming audit for the future

instant download:
“the new manifesto for accountants.“

when i started in accounting, we wrote audit programs out by hand, and we thought about what it was we needed to do to carry out our audit procedures.

and then, the firm got a copy machine. that started the arts and crafts period of public accounting.

more: the big issues in audit: frustration, inconsistency and technology | five ways to increase audit efficiency | early adopters gain an edge in audit | talent retention: five tips for an audit adjustment | six benefits of an internal audit | the ten financial controls that’ll make you a hero | five cash reports you can’t live without | when an audit is a great thing
exclusively for pro members. log in here or 2022世界杯足球排名 today.

because we were going to do the same as last year, every year we would make a copy of last year’s hand-written audit program, cut out the sign-offs, tape that on a new page, make sure to draw the lines for the sign-offs, and then we’d make a copy of that. then we had our audit program for the new year.

advisory & consulting

how to advise clients on allocating business resources

the best course might not be the most exciting.

by ed mendlowitz
77 ways to wow!

time, resources and money are limited assets of a business, and, actually, anyone. successful organizations and people know how to maximize each one and how to integrate and allocate them for the best benefits possible.

more: use constraints to make improvements | ten strategies for smart a/r collections | how to react to trends | trends are all around us | how to prepare business plan financial projections | the top 11 financial statement ratios | eight ways to value a family-owned business | are you ready for a co-owner to drop dead?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

these assets are called into action when opportunities arise. however, typically opportunities come in bunches and then a choice must be made. is the newest opportunity taken, the easiest or the most strategic? that is when the organization’s leadership earns its pay. here are some thoughts using a client’s specific situation.
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advisory & consulting

family offices come in three types

their characteristics include three drivers of exceptionalism.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

when it comes to their financial and personal lives, the wealthy are increasingly attracted to the family office model. at the very high end, there is a strong preference to create a single-family office. for the wealthy for whom the costs of a single-family office are unreasonable or do not want the management or oversight responsibilities, there are multi-family offices and virtual family offices.

more: help pros become experts through thought leadership | 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.

with the family office model, you are providing a broad array of expertise holistically. consequently, you can deliver substantial value to the wealthy. many accounting firms provide family office services. while family office is in the name of these practices, a large percentage of them are offering a limited menu of single-family office capabilities. the services tend to comprise business management expertise and other accounting and tax-related capabilities.
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