卡塔尔世界杯常规比赛时间

today's features

irs plays whac-a-mole with the phones

what, just moving the resources around doesn’t work?

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service did a dismal job of answering phone calls in 2021, struggling to pick up the toll-free 1040 phone 11 percent of the time it rang. a year later, that number leaped to a still-dismal 29 percent.

more: ten irs problems that need solutions | treasury ig sees progress at irs | vcs plunk $60 million into ai-powered ‘autonomous’ tax prep | tax pros are expanding and earning more | with fresh funding, irs shows service improvements | how tax practitioners became cybersecurity risks
exclusively for pro members. log in here or 2022世界杯足球排名 today.

so janet yellen did what any treasury secretary would do: she gave the irs a swift kick in the 1040 and committed the service to answering at least 85 percent of calls in 2023 and cutting wait times in half.

and the irs’s customer service representatives did it! yay, right?
read more →

advisory & consulting

how to assess needs for a client proposal

use an anticipatory set to make things easier for both sides.

by penny breslin
it’s not just the numbers

in 2000, our company created a quickbooks training dvd. the owner wanted it done professionally and hired a movie company and rented a studio. the rfp went out. all proposals received had a fee for discovery.

more: how to maximize on-site client meetings | use timesheets for productivity, not billing | revisit your back office support procedures | federated search: what it is, why it matters | accounting tech tools to minimize your pain | do your apps play well with others? | it’s ok to have favorite clients | ten questions for teamwork
exclusively for pro members. log in here or 2022世界杯足球排名 today.

today, if you were to hire a development team to create, update or install code, they would charge you a certain amount for discovery before they would do any actual coding. what you are paying for is the development of the anticipatory set and a clear definition of the scope.
read more →

management

fifteen strategies for first-time supervisors

partners should set staff up for success.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: my boss asked me to call you. i am a staff accountant with five years’ experience. i am having a lot of stress trying to manage everything i have to do. i am juggling supervising people i don’t know how to supervise, being managed less by those above me and having to figure out more for myself – including things i never did before or in industries i never worked on previously, keeping current with changes in accounting rules and taxes (because i am more like a generalist and clients ask me everything), never seem to have any free time, juggling my schedule because most of my clients are never ready when they say they will be and being accountable to my boss for everything i do plus what the staff working under me does.

more: no one listens to you? change how you talk | free consultation? not always | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
exclusively for pro members. log in here or 2022世界杯足球排名 today.

so how do i do it all? how can i prioritize all my responsibilities?

response: wow! deep question! it seems there is very little written for “entry-level” supervisors. but plenty for people already doing it.
read more →

advisory & consulting

wealth management calls for a team of experts

you don’t know everything … and you don’t need to.

by anthony glomski
your $5 million high-net-worth practice

by now, you’ve gained a solid understanding of the many financial issues and challenges that your clients face, especially entrepreneurs who may be approaching a liquidity event. what’s more, you have seen the process that goes into addressing those challenges in a manner that coordinates each client’s entire financial life – from their investments through their broader non-investment issues. it’s not just about their taxes and their company’s financial statements.

more: how a virtual family office can serve your wealthy clients | there’s more to giving than tax implications | eight questions for estate planning | clients who don’t listen | how to outline your client’s big picture | target the family ceo | how to implement collaborative wealth management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

as you seek to implement solutions in these areas, consider all the tasks that must be accomplished in order to maximize the probability of achieving what is most important to your clients and their families. among other responsibilities, it is essential to do the following seven steps:
read more →

marketing & sales

four steps to a successful email marketing campaign

promote your consulting services as products.

by august j. aquila
price it right: how to value accounting services

we’ve discussed marketing tools, how they can be divided into three main types (one-way messages, two-way messages, and one-on-one messages), and what each type will accomplish. in this post i will examine using email and show you how to make it effective.

more: three types of marketing message, and which is best | six ways to market your technology consulting practice | sixteen marketing activities to try | the four steps of your personal marketing process | how does your firm measure up? | six questions before asking for all the referrals you deserve | five rules for a marketing orientation
exclusively for pro members. log in here or 2022世界杯足球排名 today.

email marketing is a strategy for a firm to send promotional messages to people in mass quantities. to start email marketing, you need to select an email marketing tool/service, build your email list, decide the type of campaign you want to use, write persuasive messages, make a schedule, run the campaign and measure the campaign results.
read more →

pro member exclusive

seven changes ai brings to accounting

look at the future that lies beyond the hype.

by hitendra patil
rise of the aiccountants

accounting, as it existed until now, is ripe for a makeover.

more: humans beat ai in some aspects | why accountants should embrace artificial intelligence | ai brings opportunities for accountants | seven things you must know about ai
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this is not a doomsday prediction for the accounting profession. on the contrary, it is just a confirmation of the golden era of accounting that is about to come.

and artificial intelligence will be the driver leading the metamorphosis.
read more →

marketing & sales

eighteen things advertising can do for your firm

and five things it can’t, no matter how good it is.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

advertising, in professional services, has a strange history. more words, and more dollars, have been wasted on it, and less seems to have been learned from its mistakes than from any other marketing tool we currently use.

more: how hard do you work to keep your clients? | four things to know about social media | internal communications are underrated | four things better than a company song | let’s lose the word ‘image’ | the risk in not understanding risk | what your marketing program can and can’t do | nine reasons that prospects say yes | how marketing evolved to 3.0
exclusively for pro members. log in here or 2022世界杯足球排名 today.

in the early days – the few years post-bates (1977) – advertising was still anathema to law and accounting firms. arthur young was probably the first to do it after bates, which was an exercise in courage (i was there – i remember) and then came deloitte’s “beyond the bottom line” campaign. the more likely scenario at the time was typified by the then-managing partner of price waterhouse, who said about advertising, “over my dead body.” now law and accounting firms, including its successor firm, pwc, spend millions. marketing for professionals, as we know it today, didn’t come easy. i’m not so sure it’s much easier today. certainly, getting it right in advertising is no slam dunk.
read more →

outlook & analysis

ten irs problems that need solutions

how good is better than terrible?

by 卡塔尔世界杯常规比赛时间 research

every year, america’s national taxpayer advocate – in recent years it’s been erin m. collins – presents an annual report to congress. the report identifies successes and failures of and recommendations for the internal revenue service.

more: treasury ig sees progress at irs | vcs plunk $60 million into ai-powered ‘autonomous’ tax prep | tax pros are expanding and earning more | with fresh funding, irs shows service improvements | how tax practitioners became cybersecurity risks | top tax vendors caught red-handed selling private taxpayer data
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this year’s report praises the irs for its progress since the worst of the covid-19 pandemic, but it finds plenty of room for improvement.

“the year 2023 was one of extraordinary transition for the irs and therefore for taxpayers,” collins writes. “despair has turned to cautious optimism.”
read more →

pro member exclusive

five ways to separate accounting winners from losers

how many of these are you expert in?

by marc rosenberg
the rosenberg practice management library

if cpa firms did everything “right,” they could easily double or triple their income. doing things right includes effectively bringing in clients, charging high billing rates, maintaining strong realization, high leverage of staff to partners and keeping expenses down. it’s the rare firm that does well in all of these categories.

more: two factors determine firm profitability | don’t make firm profitability a goal | top 20 tough choices for the partner comp committee |tell potentials what partnership takes | disturb the present to improve the future
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the path to profitability is different for every firm. but the truly profitable firms are successful at achieving one or more of the following:
read more →

pro member exclusive

three money leaks and how to plug them

also: the biggest myth on the planet.

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

everyone is looking on the income statement to find places to cut their business expenses. but the best place to look is not on a report.

more: seven steps to keeping your clients forever | ten ways to make your business irresistible | five ways to target the low-hanging fruit | are your revenue projections realistic? | six strategies to make more without working more | the art of prompt engineering for accountants | calculate your business relationship ratios | another year, another chance
exclusively for pro members. log in here or 2022世界杯足球排名 today.

it’s in the habits, processes and procedures that you and your team do through your workday. it’s also in the mindsets, the inner game you bring to your work.

here are my top three money leak sources for you to look at and see what you can find:
read more →

marketing & sales

bissett bullet: the next level of advisory

today’s bissett bullet: “if advisory stage one is client care then advisory stage two is simply about providing the basics. by doing so, you help your clients to take control of their current situation and their future – today!”

by martin bissett

advisory is about helping your client to provide for both worst-case and best-case scenarios with the knowledge, skills and experience that you have. support them with budgeting, tax planning, financial forecasting, management reporting and so on.

remember to charge them appropriately for your advice, knowledge and skills.

today’s to-do:

are you supporting all of your clients in this way? who among them presents an opportunity for fee growth? arrange a meeting with them.

see more bissett bullets here

client accounting services

firms offer advice about cas

can’t find staff? focus on technology … and other suggestions.

by 卡塔尔世界杯常规比赛时间 research

client accounting services is a bold, new world in the accounting industry, so no surprise we’re getting a lot of good advice from the 卡塔尔世界杯常规比赛时间 outlook 2024: emerging issues, opportunities, and trends survey.

more cas survey: ten+ ways firms prefer (and prefer not) to market cas | survey: the cas pricing problem | cas challenge: no staff, no services | cas ‘one-stop shop’ means steady clientele | accountants cozy up to clients with cas
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if 59 percent of firms are offering some form of cas, that means 41 percent aren’t even though most (but not all) the 59 percent are saying go for it … but be careful.

asap… but

while one respondent says, “dive in, there is plenty of need out there,” and another just says, “do it asap,” most others recommend some forethought and planning.
read more →

advisory & consulting

how to maximize on-site client meetings

plus two traps to avoid.

by penny breslin
it’s not just the numbers

“we can evade reality, but we cannot evade the consequences of evading reality.” – ayn rand

the reality is that the robots and ai are here, and they will eventually take over much – if not all – of the day-to-day work that is typically done by a human interacting with a computer. you may not like it, but you cannot avoid it. so utilize robots to make your life easier.

more: use timesheets for productivity, not billing | best practices for source doc permissions and handling | every back office support client needs a playbook | strengthen client ties with workflow tools | understand your online marketing options | narrow your prospects by choosing a vertical | advisory services done your way | ai is not your enemy
exclusively for pro members. log in here or 2022世界杯足球排名 today.

prepare for your meeting

do your homework before going out to the client’s office. if this is an existing client where you have been doing standard compliance work, review the data in their accounting program and make sure you are working with up-to-date information. if this is a new back office support prospect, ask to review their accounting data before going out to their offices. if they are not open to this, it may require an extra visit. the steps below assume you have either worked on the client’s accounting in some capacity, or you have had the opportunity to review the accounting files.
read more →