today's features

why the u.s. must act now to protect our online privacy

lawmakers need to step up. don’t expect big tech to help.

by jonathan baron

i’m thankful for the european union. they watch out with much more diligence to protect privacy and do so with an eye to cybersecurity as well. but at least our regulators in the u.s. are fairly good, but slow, followers.

more cybersecurity: top tax vendors caught red-handed selling private taxpayer data | how hacker-proof is your firm?it takes a village to stop cybercrime | one-third of cyber attacks involve small businessescyber insurance costs rise in health care as attacks soarthe why, what and how of cybersecurity for accountantswhen cyber-crime hits close to homecybersecurity for tax professionals |

more jon baron: top tax vendors caught red-handed selling private taxpayer dataclient accounting services poised to surge in post-corona worldtax pros retake market share from diyersthree new technologies that will change everything [video]economic mega-trends [video]today’s best opportunities for accounting firms [video]re-invest in your firm or get out? [video] when tax work dies [video] the big shift and the shakeout [video]why the u.s. lags the world in tax tech [video]

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i was reminded of this because the other day, i received my quarterly report from deleteme, which i use to periodically clean up my data being bought and sold without my knowledge on the open market. since our last report, my wife and i have had over 20 new third parties needing cleanup. unbelievable.

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want better clients? here’s how

five ways to find the sweet spot for your target client.

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

many accountants serve clients with extremely small businesses that gross six figures a year or even less. these clients are prone to being price-sensitive and often struggle with budgets and cash flow. if you’re serving these clients, you’re definitely meeting an important need in the marketplace, but you may also start to question your own prices, or worse, underprice your services.

more: five ways to acquire more clients | get your name in the news | five ideas for more summer revenue | four ways small firms can beat large ones | why you need a link-in-bio tool | five emotional skills for entrepreneurs | transform your marketing with crm | five kinds of small thinking
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the good news is that, on average, the higher revenues a company earns, the more likely they are to be a higher-quality client for you. owners with larger companies, on average, are less price-sensitive and less emotional about running their businesses. the sweet spot for many small cpa firms and bookkeeping companies is to attract clients from $1 million to $3 million all the way up to about $10 million to $20 million in annual revenues. so how do you get to these higher-quality clients? here are five ideas:
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six systems used to determine partners’ goodwill payments

businesswoman using calculator while reviewing something on laptop screenalso: 28 main provisions of partner buyout plans.

by marc rosenberg
how to bring in new partners

this chart shows the different systems that firms across the country are using for partners’ goodwill payments. the data is from a recent edition of the rosenberg map survey.

more: how partner buyouts work | 11 best practices for partner compensation | why buying into a firm is such a great investment | the business side of cpa firms | it shouldn’t take so long to make partner | three types of skills you need to become a partner | seventeen basic expectations of partners
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

six systems used to determine partners’ goodwill payments

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top tax vendors caught red-handed selling private taxpayer data

taxslayer, h&r block and taxact have been passing on sensitive personal and financial data to meta, google and other big tech companies.

by 卡塔尔世界杯常规比赛时间 research

q: since when did private tax returns become public information?

a: since some of the nation’s biggest tax preparers decided to share it.

more cybersecurity: jon baron: why the u.s. must act now to protect our online privacy |top tax vendors caught red-handed selling private taxpayer data | how hacker-proof is your firm?it takes a village to stop cybercrime | one-third of cyber attacks involve small businessescyber insurance costs rise in health care as attacks soarthe why, what and how of cybersecurity for accountantswhen cyber-crime hits close to homecybersecurity for tax professionals |

more tax: irs embracing stakeholders | coming soon: new ways to pay the irs | irs sets milestones for radically new service | irs promises 12 customer service initiatives | should tax preparers be certified competent? | irs has big plans for its $80 billion | can’t irs tax pro accounts do more? | taxpayer assistance centers need upgrade
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for all your concerns about protecting client information, it seems that taxslayer, h&r block and taxact have been passing on sensitive personal and financial data to meta, google and other big tech companies.
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four keys to an elite wealth management team

business people having meetingput care into negotiating roles.

by russ alan prince

building and growing your accounting firm’s elite wealth management practice hinges on a team of accountants, elite wealth managers, and other talented and capable professionals and providers working under close direction.

more: four core principles of elite wealth management | why accountants don’t get referrals from wealth managers | growth during a recession? here’s how | five business models for wealth management | four core principles for elite wealth management | wanna know what clients say about you?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in the team approach that is pretty characteristic of the wealth management industry, the wealth managers have contacts with other experts they can refer to or call upon to help address various client matters. unfortunately, from the client’s perspective, this approach is commonly very inconsistent and sometimes even counterproductive. also, accountants usually play a subservient role, diminishing the value clients receive.
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