today's features

pros end tax season filing 53% of returns

in sheer numbers, they fared the same as last year.

by beth bellor
卡塔尔世界杯常规比赛时间 research

the april 18 deadline for individual income tax returns came and went, leaving a scattering of negative figures in its wake. the largest ones had dollar signs attached: average refunds down nearly 9 percent, total refunds down 11 percent.

more: tax refunds down 8 percent | pros filing 54% of individual tax returns | average tax refunds down 10% | tax pro e-filings up 3% | pros handle 45% of income tax returns | only 39% of tax returns filed by pros | tax season opens with refunds up 85%
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the internal revenue service received 137.1 million returns, down 1.3 percent from 2022, according to data released for the week ending april 21. it processed 134.7 million returns, up 0.7 percent – the only positive in our report.
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keep track of your subscriptions

how much money are you throwing away on autorenewals?

by beth ziesenis
app of the week

national renewal day every may 4 is technically a celebration of looking at life anew. but it’s also an opportunity to check the subscriptions in your world that are on auto-renew.

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, and here are a few of the top-rated ones:

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how to get back office support started

you may want someone dedicated to onboarding.

by penny breslin
it’s not just the numbers

once you have signed all the agreements and uploaded initial documents for back office support, your bookkeeper manager (bkm) steps in to connect with the client. the bkm should be on-site for one to five days depending on the size and needs of the client. at that time, the bkm obtains more documents and access points. the information is digitally stored while the bkm is on-site so that the full team has access immediately.

more: start every engagement with an sla | three demos: pricing your value add | set expectations with an anticipatory set | get the most out of your client meeting | why bos calls for flat rates | four steps for controlling source documents | why you need standard naming conventions | procedures require regular revisiting
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caveat: being on site is not necessary. during the covid-19 pandemic, many firms went virtual. here’s a story from five years before covid-19 that shows that virtual onboarding works just fine.
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you have to believe in yourself

young man fixing collar in mirrorperception, even your own, is reality.

by martin bissett
 business development on a budget

“no man has the ability to step outside of the shadow of his own character.” — robespierre

as far as our potential clients are concerned, how they perceive us is how we really are to them, regardless of the truth of the matter.

more: eight questions to hold yourself accountable | experts: what it takes to become partner | where is your next money coming from? | your website promises. do you deliver? | five reasons firms don’t thrive | four biz dev tasks to start the new year | what the next generation of practice leaders faces | five ways to show commitment
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because of this, it’s important to realize that when we are meeting a new potential client who has not been referred to us, it does not matter what the reality of our value proposition is; it matters how that potential client perceives our value proposition. therefore, to be effective
in winning work, we must understand how we can positively influence their perception of us at each stage of the relationship-building process.
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26 ways to wreck a financial projection

and some things to do instead.

by ed mendlowitz
77 ways to wow!

hello, i am mr. no and have been asked to explain what i do and why i could be your biggest obstacle.

more: how to prepare business plan financial projections | what’s more profitable, raising or lowering prices? | insurance you might not know you need | solos need plans for death, disability | five ways to ward off fraud in not-for-profits | client hires new manager: you need a plan | anatomy of a fraud | how to explain internal controls to clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i can’t help you, but i can definitely hurt you. and i love to hurt those who understate my importance. in reality, there is nothing in it for me to okay a deal, and my reputation and credibility might be hurt, and i could even lose my job if the deal flops. on the other hand, saying no keeps me safe and free from harm.
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