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news

aicpa taps tom hood, acquires maryland society’s cpe business

hood, top, and brown, bottom, commenting on the news in an macpa video here

hood named executive vice president for business growth and engagement.

by 卡塔尔世界杯常规比赛时间 research

in a move rocking the cpa profession, the association of international certified professional accountants (more commonly known as the aicpa) has hired tom hood, former executive director and ceo of the maryland association of cpas, as executive vice president for business growth and engagement.

hood reports to barry melancon, aicpa ceo since 1995.

in addition to hood’s appointment, the aicpa acquired the business learning institute, the macpa cpe arm, launch by hood in 1999,  and one of the nation’s top 10 cpe providers, with about 400 courses in its catalog. hood will continue as bli’s top executive.

the news carries a number of implications, including:

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client service opportunities

peer-to-peer: your best advice for 2021

clockwise-from-top-left-raizen-wehr-paulson-swigert-anderson-stitely.png
pivoting to 2021 (clockwise from top left): raizen, wehr, paulson, swigert, anderson, stitely

‘clients still need us.’

by 卡塔尔世界杯常规比赛时间 research

keep calm and carry on.

that may be the best overall advice for the situation we’re in.

more in surveys & research: survey: a glint of optimism for 2021| accountants say: brace for a dismal 2021 | ppp client fraud: how much risk is too much? | ppp traps: 1 in 5 accountants report shady dealings | cloudy forecasts call for rainmaking

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and by “we,” we mean “everybody in the world.” because everybody’s got it tough. whether covid has touched close to home or not, its presence is impacting everyone.

but… how should accountants carry on? we asked. and you – the readers of 卡塔尔世界杯常规比赛时间 – delivered. adapt, pivot, focus on the client, watch your expenses – just a few of the themes gleaned from the 卡塔尔世界杯常规比赛时间 business barometer.

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featured

survey: 60% say work-from-home may be permanent

data chartonly 21 percent plan to shrink their space; cybersecurity less of a concern now.

by 卡塔尔世界杯常规比赛时间

although covid-19 has hit most business sectors hard, executives have come to recognize the productivity of employees following a work-from-home (wfh) model … so much so that they’re largely willing to continue allowing remote work even after widespread adoption of a coronavirus vaccine.

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

these are two of the key findings from eisneramper llp’s executive survey, which gauged the outlook of 273 business owners, c-suiters, family office executives and high-net-worth individuals who attended eisneramper’s virtual national business summit on dec. 2.
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charts & graphs

survey: a glint of optimism for 2021

accountants expect to out-perform their clients. is that a good thing?

by 卡塔尔世界杯常规比赛时间 research

patrick mcdermott, of mcdermott & apkarian in orcutt, calif.
patrick mcdermott: fine-tuning the work-from-home model.
a certain tiny germ whose name we need not mention is making life tough for a lot of people and businesses. accountants are no exception.

the 卡塔尔世界杯常规比赛时间 business barometer is turning up a few cases of covid-19 that shut down cpa offices at the height of the season. and even where the infection hasn’t managed to muscle its way into the office, firms are taking draconian measures to keep operations up and running.

more in surveys & research: accountants say: brace for a dismal 2021 | ppp client fraud: how much risk is too much? | ppp traps: 1 in 5 accountants report shady dealings | cloudy forecasts call for rainmaking

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the busy season barometer is finding cpas cautiously optimistic about their own futures. only one percent think the next 12 months will shape up “much worse” for their firms and families. some 15 percent think their firms will do “somewhat worse.” twelve percent are similarly concerned for their families. about half foresee no change. about a third actually think their economic situation might improve.

but accountants turn quite a bit more pessimistic when they look a little farther from home. while only 16 percent think their firms will do worse over the next year, 36 percent think their clients will do worse.

uh-oh! can cpa firms do better if their clients are doing worse?

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charts & graphs

accountants say: brace for a dismal 2021

as if 2020 wasn’t bad enough, next year could get worse.

2020: better or worse?

by 卡塔尔世界杯常规比赛时间 research

as the pandemic spikes into winter, most accountants haven’t got much good to say about their perpetual busy season, according to the latest readings from the 2020 卡塔尔世界杯常规比赛时间 busy season barometer. and they’re decidedly pessimistic about the nation’s economic outlook.

more in surveys & research: survey: a glint of optimism for 2021| accountants say: brace for a dismal 2021 | ppp client fraud: how much risk is too much? | ppp traps: 1 in 5 accountants report shady dealings | cloudy forecasts call for rainmaking

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

if you’re finding 2020 somewhat worse or much worse than last year, you aren’t alone. fifty-three percent of respondents are right down there with you. only 20 percent dare say it’s about the same.

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news

avalara acquires business licenses llc for $97 million

follows deal for transaction tax resources inc.

via avalara

avalara, a leading provider of tax compliance automation software for businesses of all sizes, is aquiring the operational assets of business licenses, llc, a company that provides software and services for the research, acquisition, and management of business licenses, registrations, and permits for businesses of all sizes. the transaction is valued at approximately $97 million in cash and stock.

last month, avalara acquired transaction tax resources, inc. to continue to build the industry’s leading content database for tax. with the acquisition of assets from business licenses, avalara furthers its pioneering vision of being part of every transaction in the world by supporting the compliance life cycle through advanced technologies.

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webinars & special events

wednesday, oct. 14: communicating your strategy – get your team rowing in the same direction, with jennifer howard elder

elder

get your team rowing in the same direction
with jennifer howard elder, cpa, ms, cma, cia, cff, the sustainable cfo
wednesday, oct. 14, 2:30 pm et
2 hours, 2 cpe
view details

learn how finance can help to communicate your organization’s business strategy throughout the entire company, enabling greater accountability and better strategically aligned decision-making.

webinars & special events

monday, oct. 19: moving beyond budgeting to operational forecasting:

player

learn rolling forecasts, driver-based planning, and operational planning.
with steve player, founder and implementation director, the player group
monday, oct. 19, 1 pm et
4 hours, 4 cpe
view details

participants will learn to move beyond budgeting into rolling forecasts, driver-based planning, and operational planning—all needed to provide more future visibility and change finance’s role from reactive to proactive and strategic.

client service opportunities

replay: how to dazzle clients in the covid age

卡塔尔世界杯常规比赛时间 expert contributor shows how to make more money with the clients you already.

^ click to play video

eileen j. kennedy, ceo of the kennedy factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the age of the coronavirus.

more video from 卡塔尔世界杯常规比赛时间: three hidden surprises in ppp loan forgiveness |  judy trepeck on how to think beyond accounting, with steven sacks |  attaching files to a chat or post in ms teams |  how to add visuals to a message in ms teams | bill reeb: new rules for the covid era  | composing text messages in ms teams  | when covid ‘got real’ |  the covid outlook: a long, slow climb back to recovery  | composing chats and posts in ms teams  | how to fight covid-19 ‘fear’ and ‘insecurity’ | covid: learning how to operate in the new normal  |  what comes after coronavirus? | covid and client communications | andrew argue is on a mission  |  covid slams u.k. accountants, too  | covid crisis separates the winners from losers  | go remote with this app you already own [#wfh]  | geared up for exponential growth at mowery & schoenfeld cpas  |

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

you can thrive for years to come – if you take the covid crisis as a call to reinvent your practice, kennedy tells attendees of the free 30-minute flash briefing aired live by 卡塔尔世界杯常规比赛时间.

> hit “play” to stream the podcast or download it here

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featured

11 ways to keep the family business on track

//www.g005e.com/2020/09/28/when-family-and-business-combine/

mixing family and business can be hazardous.

portrait of matt rampe
matt rampe

by matt rampe
rampe consulting

thinking of going into business with a family member? or maybe you already made the plunge? that’s what i did recently after many years happily employed by non-family members.

more: listening: how a conversation works | client accounting services: the definitive guide | building a high-net-worth practice during covid-19 | 14 better uses for timesheet data |  why you need windows 10 with automatic updates

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

for years i have assisted family-owned businesses as a professional service provider, and i’ve seen up close the many ways in which families can become dysfunctional around money and business. somehow that still didn’t stop me from recently joining my wife, kristen rampe, in our business, rampe consulting, where we help small and midsized accounting firms with practice management and leadership development.
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featured

five steps to firm transformation

clients will be open to new pricing if they see the benefits.

by 卡塔尔世界杯常规比赛时间

growth is one thing, transformation another.

growth is good. it’s what most cpa firms want: growth in clientele. growth in revenue. growth in profit.

marketing efforts tend to engender growth. but it’s an incremental growth – a new client, then another, then a new service, then a bump in revenue.

transformation is more than that. it engenders exponential growth – a host of new clients, a whole new set of services, a local reach rendered regional.
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client service opportunities

covid is calling

eileen j kennedy
eileen j. kennedy

…calling you—to reinvent your firm. now.

by 卡塔尔世界杯常规比赛时间 

you may be missing a rare appearance of opportunity in the pandemic that’s stymying everyone else, says eileen j. kennedy in a new 卡塔尔世界杯常规比赛时间 30-minute flash briefing.

play the video or download the podcast: how to dazzle clients in the covid age: creating customized client experiences

in “creating customized client experiences in the age of covid-19,” kennedy rolls out a host of ideas and insights to use the pandemic to: read more →