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today's features

best practices for source doc permissions and handling

four steps to asserting control.

by penny breslin
it’s not just the numbers

permissions are key. in our company only three people have a connection to their local c drive from our managed server. also, we can track who is logged in, from where, how long and what they accessed.

more: sixteen guidelines for naming conventions | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if documents are in our cloud storage, the permissions to download them can be turned off. viewing is done from within the document storage app. nothing is perfect. they can still take a screenshot but we attempt to keep things as closed as possible while still allowing for work and efficiency.
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marketing & sales

two steps toward mastering selling

it’s a new skill. you have to practice.

by martin bissett
business development on a budget

if winning new clients is simply a matter of being yourself, why is selling so difficult for accountants? well, it’s a combination of several factors, but there are two main reasons.

more: rate your personal purpose | nine checkpoints before every prospect meeting | three questions about conversion | six keys to turning prospects into clients | don’t overlook internal communication | why firm culture matters for partners | competence is step one of seven
exclusively for pro members. log in here or 2022世界杯足球排名 today.

first, accountants have not traditionally been required to sell. maybe your practice has grown by referral – business has come to you and you haven’t had to do much to win that business. unfortunately, however, business doesn’t always walk through the door; you don’t know how often it will, or what caliber it will be when it does.
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advisory & consulting

is your client’s wealth truly protected?

many policies are too small. here’s another option.

by anthony glomski

no matter where your client grew up or how they accumulated their wealth, they can be a target for a host of unscrupulous people. many affluent investors, including entrepreneurs, are worried about keeping their assets safe from potential creditors, litigants, children’s spouses, ex-spouses, and disgruntled former employees and partners. they also want to protect their assets from catastrophic losses that could cripple them financially. as a cpa, you have an important role here.

more: eight questions for estate planning | check tax effects before liquifying | why you should function as a fiduciary | your entrepreneurs need advice, but which kind? | how to implement collaborative wealth management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

wealth protection involves strategies you can use to ensure that your wealth is not unjustly taken from you by potential creditors, litigants, ex-spouses and children’s spouses. wealth protection is also designed to protect you against catastrophic loss. identity theft is another emerging threat to wealth protection that should be addressed carefully with your clients.
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pro member exclusive

empower staff to make mistakes (safely)

think of it as teaching judgment.

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

question: recently a colleague asked me: “how do you teach judgment?” and before i could respond, he answered it himself with “you can’t teach judgment!”

more: 47 types of business valuation to provide | 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.

response: everyone working for you has and uses judgment – they have homes, families, organizations they belong to and they manage their career. each of these requires their exercising judgment many times a day. they all have judgment.
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advisory & consulting

seven things you must know about ai

be serious, not amused.

by hitendra patil
rise of the aiccountants

unless you live under a stone, you would have heard about all the craze chatgpt has created recently. and most likely, you, too, are amused by it.

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

an artificial intelligence-powered tool, it is one of the first that allowed people to directly interact with ai in a familiar way how we use chat functions on mobile phones and websites. this ease of access and usage gave it a huge fan following. moreover, it triggered a tsunami of new ai tools emerging all over the internet.
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outlook & analysis

remote work will see cuts; pe will trickle down

corporate form of governance is seeing more acceptance.

by marc rosenberg
the rosenberg map survey

editor’s note: every year, the rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country. how do you think the next 12 months will unfold? also, how would you assess the last 12 months?

private equity shows signs of trickling down to sizeable local firms (say $15-30 million firms).
the aging of baby boomers – ages 57-75 – continues but at some time in the next five years or so, their tremendous wave of retirements will abate somewhat and there may be fewer sellers.

more: three ways firms can succeed in 2024 | firms must choose best workplace model | outsourcing, remote work will help firms grow capacity, revenue | private equity leading to corporate-style cpa firms | five ways staff shortages are changing firms forever | partner incomes surge 11.4%
exclusively for pro members. log in here or 2022世界杯足球排名 today.

artificial intelligence has ramped up its awareness in the cpa firm market. though many have warned of the negative impact of ai, its upward trend is relentless and knows no bounds.

management

why you need progress billing

seven steps to setting it up and four benefits.

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

there are many things that are critical for a successful client service engagement. in my mind, there are two that should be at the top of your list.

more: sixteen marketing activities to try | make your practice better | eleven marketing strategies for smaller firms | five questions for developing your marketing plan | you only have four strategies | the damage that traditional fee methods do
exclusively for pro members. log in here or 2022世界杯足球排名 today.

number one is providing the client with a progress report or reports. number two is making sure that you progress bill and provide a change order if the scope of the engagement changes. doing both ensures that you will have a happy client and get paid promptly for your services.
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marketing & sales

five ways to target the low-hanging fruit

easy tips you can implement right now.

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

if business has slowed for you, it’s not just you. with people finishing their holiday preparations, getting ready for school vacations and trying to keep from falling to the latest batch of colds making the rounds, it’s all most of us can do to stay on our routines.

more: eight ways to build busy-season stamina | five things that clients don’t know about accountants | you’re missing 60% of your revenue | beyond compliance: six tips for adding value | track six figures to test your marketing | eight things to give new clients | four ways small firms can beat large ones | five emotional skills for entrepreneurs | transform your marketing with crm | five kinds of small thinking | five tests: how open are you to change?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

as entrepreneurs, we still need to make payroll, meet our budget goals and get enough cash in to keep our doors open. so how can we cash in on the low-hanging fruit?
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marketing & sales

bissett bullet: beware scope creep and seep

today’s bissett bullet: “‘while you’re there, could you just …?’”

by martin bissett

the scope creep is all of those seemingly small requests that fall outside of your agreement, for which you generally do not charge, out of a desire to please a new client or to avoid an awkward conversation. seep occurs when you volunteer to do that extra work and it becomes an issue when we are too busy doing that free work over and above the original scope to spend time winning any paid-for new work.

when presented with requests for additional tasks, it is important to say that a particular task is not within the original agreement but that absolutely, you would be very happy to raise a new invoice or undertake a new project for them.

today’s to-do:

practice confidently responding to a “can you just …?” request with a client so that the conversation feels natural when it next occurs.

see more bissett bullets here

pay & compensation

top 20 tough choices for the partner comp committee

production isn’t all that matters.

by marc rosenberg
the rosenberg practice management library

increasingly, cpa firms are adopting the compensation committee system for allocating partner income. firms are finding that systems such as formulas, pay based on ownership percentage or pay-equal no longer work.

more: voting on ownership basis? three better methods | what partners do and don’t deserve | tell potentials what partnership takes | fifteen big questions for your next strategy session | five steps to transition to partnership | disturb the present to improve the future
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if there is one overarching cause for this significant trend, it’s that firms are understanding that their partners need to be something more than production machines. in addition to bringing in business, managing a client base and working billable hours (all of which continue to be important values in a compensation committee), partners need to excel in intangible areas such as helping staff grow and develop, developing specialized expertise and teamwork. the compensation committee is one of the best systems available to cpa firms to allocate income based on this diverse array of performance criteria.
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outlook & analysis

the big 3 success tips for 2024

profitability is just part of the picture.

by matt rampe
the rosenberg map survey

over the next 12 months, three big disruptions will shake the accounting industry.

more: firms must choose best workplace model | tech, capital will drive accounting profession growth | ‘great shakeup’ in cpa firms on the way | pe, consolidations to keep impacting accounting profession
exclusively for pro members. log in here or 2022世界杯足球排名 today.

fortunately, there are at least three ways that firms can prevail.

pro member exclusive

are you excited about tax season?

if not, take time to determine why.

by ed mendlowitz
tax season opportunity guide

successful people are happy with their practices and what they do and get joy from interacting and helping clients. i know a lot of accountants who continuously complain about tax season – yet they make most of their money during the period.

more: nine tax season resources that get forgotten | eight ways to charm a client | you’re only as good as your last screw-up
exclusively for pro members. log in here or 2022世界杯足球排名 today.

do they expect someone to knock on their door with a wheelbarrow of money to hand them? if they are financially secure, why do they keep working? if they are not, then, duh! either do it or find something else, but stop complaining. better yet, look at all the benefits from what you do (if you need me to tell you the benefits then find something else to do).
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