today's features

nine ways to handle partners with strong views

angry businessman discussing with his colleague on a business meeting in the officetake a moment to focus on learning, not winning.

by august j. aquila
what makes a great partnership

question: since recently becoming our firm’s managing director, i’ve been engaging a number of my colleagues in discussions on how we should be concerned with delivering more value to our clients. i think this is an important issue for us going forward and find that most of my partners are on board conceptually and willing to explore the issue.

more: nine standards for partner compensation | 12 points of a good compensation plan | ten steps to a new managing partner | what managing partners must be doing | do your partners pay their own way? | how to create firm accountability | five questions to ask your partners about accountability | how you can get partners to change
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however, there are a few who are have responded uncompromisingly, with rather curt, dismissive statements whenever the topic comes up. any tips for me on how you might handle the partner who holds strong beliefs on high-stake topics and demonstrates little willingness to either listen or consider alternative views?
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four ways to prepare for the ai era

businesswoman in wheelchair meeting with potential clientclient interactions will increase. you’ll be needed more than ever.

by hitendra patil
rise of the aiccountants

we have discussed that ai-powered functions will become more potent with time. it will not feel like an overnight apocalypse, provided you are keeping yourself abreast of the progress of artificial intelligence in the accounting profession.

more: seven ways ai could change accounting | who is better at accounting, ai or humans? | talent shortage: ai neither the cause nor the remedy | accounting profession to experience highest ai impact | be serious about ai, not amused
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but how exactly can you prepare for the era when ai metamorphoses your work?

before entering the new ai-powered era, let us figure out what is happening now.
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28 data points for a financial planning discussion

green checks being made on checklistthe list is long, but it will get your clients thinking.

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

you have a client who is open to financial planning, but how do you get started?

more on marketing: every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
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here is a checklist that can be provided to a client requesting information for a comprehensive financial planning engagement.
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menlo innovations: improve office culture by overhauling internal reviews

focus on strengths and talents to determine areas of growth.

click to play video | > play the podcast and follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

transformation talks
with donny shimamoto
center for accounting transformation

center for accounting transformation
center for accounting transformation

staff and employee annual reviews help assess where teams need additional help, guidance and development. if only they weren’t so painful…

more: dustin verity: keep an open mind and constantly learnsecret to success? a growth and abundance mindset | o.d. lanier: stepping into advisory | from tax to transformation | early adopters gain an edge in audit | why the future is in risk advisory | four strategies for a future ready firm
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enter menlo innovations, an it consulting firm and custom software development firm that appears to have found a better way to analyze team performance and deliver constructive feedback. in the latest episode of transformation talks, dan roman and andy burns discuss menlo innovation’s prosperity project, an innovative employee-driven performance review process.

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track your mileage automatically

help clients stay on track with these odometer assistants.
driver using software on phone in car
by beth ziesenis
app of the week

national odometer day (may 12) encourages people to check their odometers and keep up with vehicle maintenance as their vehicles age. but it can also be a great reminder that we itemizers are losing money if we’re not tracking the mileage we drive for work.

more apps of the week:  make your computer a clean slate | recycle and repurpose old devicesenlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in orderapp of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination
see all: apps of the week here |
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there are several options available, but here are my three favorites and why:

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