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don’t let clients dictate tax workflow

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//www.g005e.com/2014/02/02/marcus-metrics/ask the right questions and stick to your processes.

by frank stitely
the relentless cpa

who makes the errors in your firm? staff obviously, but that’s half of the answer. clients are a major source of tax return errors. clients cause errors in three ways:

  1. errors of omission
  2. errors of commission
  3. errors in attitude

more:make fewer mistakes, increase revenue and capacity|how small firms can win the talent wars|easy ways to avoid ‘done but’ tax returns|six ways to create a millennial-friendly firm|do you know your turnaround time?
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

every tax season, we finalize and deliver returns only to hear from the client, “i think i might have forgotten to tell you that we had a baby last year.” does this happen to you? this is a client error of omission. unintentionally, clients withhold important information.
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effective communications in the age of covid

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misunderstandings and shortcuts in the workplace can create a hostile and stressful environment.

by steven e. sacks
the new fundamentals

with more people using mobile devices for communication shortcuts, are we facing troublesome challenges in speaking in a recognizable language in the u.s.?

more:why proper communication is critical|syncing up for the covid era|the new covid-19 workplace: are you prepared?|how to create effective internal communications|profit is not a mission|confronting leadership: not such a bad thing|new opportunities for a ‘new normal’|is trust elusive?
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

while it may be convenient for some, for others it leaves them scratching their heads. i am not seeking to be a public scold. however, if you want your communication to be effective, then understand your audience, situation, and topic.

this is especially relevant with teams working virtually, and at a distance, in the age of covid.
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new & updated! covid-19 crisis toolkit

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https://inovautus.com/ffcratoolkit-cpatrendlines/
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guidance, templates, client letters and emails, phone scripts, conversation starters, best practices for your firm – available through 卡塔尔世界杯常规比赛时间.

卡塔尔世界杯常规比赛时间 is partnering with inovautus consulting, a nationally recognized leader in marketing and business development programs for accounting firms, to offer a new client covid-19 client communications and practice management toolkit that will be updated continuously for the duration of the coronavirus crisis.

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the “ffcra+ toolkit” was launched with coverage for the families first coronavirus response and the coronavirus aid, relief and economic security acts, and will include coverage of all future crisis-related legislative, regulatory, and business impacts.

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3 rules for asking great tax-return questions

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preserve your sanity, amaze your clients.question marks

by frank stitely

asking clients great questions is central to ruthlessly efficient workflow management (r.e.w.).

more:there are no easy answers|the 3 biggest tech failures of accounting firms|debunking the demise of the cpa firm|how to thrive as a 21st-century firm|7 steps to effective project management|how many tax preparers do you need?|wip-ing clients into shape

goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

great client questions can save hundreds of hours of time during tax season and prevent projects from falling behind schedule. here’s an example of questions done badly.

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banish the idea that selling is difficult

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two businessmen shaking handsdon’t take rejection personally.

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 on business development:how to win your first client|5 ways to make selling easier to swallow|you’re selling all the time

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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25 things customers love

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the best strategies from the best companies.

by arnold sanow
arnoldsanow.com

arnold sanow
sanow

in today’s fast-changing and competitive environment, excellent customer service is not only nice but essential for success.

in fact, the only way to differentiate yourself and to become less of a commodity in the marketplace is through outstanding customer service.

after studying more than 500 companies and organizations – as diverse as lexus/toyota, bristol meyers squibb, lockheed martin, homeland security, forever broadcasting, the medical college of georgia, aspen institute, marin county realtors association, and choice hotels – a few strategies emerge again and again.

here are 25 of the best practices used by some of the world’s best companies to get new customers, keep them, and turn them in enthusiastic fans and referral sources:read more →