frank stitely, author at 卡塔尔世界杯常规比赛时间 - page 6 of 8

how to hire and manage great admin staff

3 key points to remember.

you can divide staff into four categories: administrative, entry-level preparer, advanced preparer and manager.

more: the right way to assign staff projects | some uncommon advice on hiring full-time staff | what goes into a client project? | value pricers ignore half the pricing puzzle
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i’m tempted to state that administrative employees are the most important people in your firm. i won’t go quite that far, but your administrative staff are every bit the face of your firm that you are.
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featured

the right way to assign staff projects

… and then manage their workloads.

by frank stitely
the relentless cpa

let’s talk about assigning staff to projects. understand that this discussion will mean nothing the first two weeks of april, when you may be assigning the family dog to some returns.

more: some uncommon advice on hiring full-time staff | managing people: the heart of effective project management | tammy’s tale of tax season tardiness | beware the leeches and consultants | the value-pricing con job | the 21st-century cpa firm | ruthlessly efficient workflow management | the annual tax meeting is dead. clients killed it.
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and that makes perfect sense in those circumstances. i’ve done worse. who knew that goldfish can’t type?
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featured

some uncommon advice on hiring full-time staff

your best bet is to be on the lookout all the time.

by frank stitely
the relentless cpa

finding full-time staff is a different beast altogether. avoid recruiters. most of their candidates are looking for jobs for good reasons. nearly all of a recruiter’s candidates’ resumes will have the following job histories:

more: managing people: the heart of effective project management | tammy’s tale of tax season tardiness | beware the leeches and consultants | the value-pricing con job | the 21st-century cpa firm | ruthlessly efficient workflow management | the annual tax meeting is dead. clients killed it.
exclusively for pro members. log in here or 2022世界杯足球排名 today.

job 1: 1.5 years (this company sucked.)

job 2: 6 months (this company sucked worse.)

job 3: 2 years (fine company but they wouldn’t pay me $150,000 per year for billing $80,000 per year.)
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client service opportunities

managing people: the heart of effective project management

remember, bad clients crowd out good ones.

by frank stitely
the relentless cpa

somewhere in the period between the neanderthals and homo sapiens, the first accountant evolved.

more: workflow for dummies | what goes into a client project? | value pricers ignore half the pricing puzzle | cpas can’t help you | the agile accountant | the cure for commoditization
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he looked around and realized this earth thing might become immensely profitable and set out to get capital gains treatment.

management

workflow for dummies

so you can quickly tell when a delay is the client’s fault. plus: the 12-step tax return and 8-step writeup workflows.

by frank stitely
the relentless cpa

let’s play buzzword bingo. i’ll go first: workflow.

more: what goes into a client project? | tammy’s tale of tax season tardiness | beware the leeches and consultants | the value-pricing con job | the 21st-century cpa firm | ruthlessly efficient workflow management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

workflow is the cpa firm buzzword of the decade. every vendor leech trying to suck the life out of your bank account drops this term, and in so doing, workflow now means everything and nothing at all. marketers have so devalued the term that we shouldn’t be surprised that no one has an effective workflow, because no one knows what it is. let’s flush the confusion.
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management

what goes into a client project?

20 project types. 6 components for each. let’s make this simple.

by frank stitely
the relentless cpa

we have resolved to manage our projects effectively. just what are we managing? what is a project?

more: tammy’s tale of tax season tardiness | how effective project management makes your life easier | 2 lessons clients taught me | no consultant can solve your biggest problem | the great marketing hoax | what the value-pricers get wrong | 3 rules for asking great tax-return questions
exclusively for pro members. log in here or 2022世界杯足球排名 today.

we could define a project in the manner supreme justice potter stewart defined pornography. “i know it when i see it.” but that will work as poorly for us as it worked for justice potter.
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busy season management

tammy’s tale of tax season tardiness

or, why you need project management.

by frank stitely
the relentless cpa

here’s a story about a former staff member who caused me years of therapy and cost us probably 20 clients in one year. therapy for me consists of drinking craft beer, so i expect that i may need therapy for a lifetime.

more: how effective project management makes your life easier | value pricers ignore half the pricing puzzle | cpas can’t help you | the agile accountant | the cure for commoditization | four amusing millennial myths | 3 rules for asking great tax-return questions
exclusively for pro members. log in here or 2022世界杯足球排名 today.

also, note that this story happened before i started enforcing company policies with a loaded glock. the company handbook, which i wrote, allows this. i give you the “tragic tale of tammy tardy.”
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busy season management

how effective project management makes your life easier

happier clients and happier staff are just the start.

by frank stitely
the relentless cpa

i have some excellent news. effective project management can make owning a firm fun and profitable again. if not fun, it will be at least more tolerable than a lifetime of root canals.

more: value pricers ignore half the pricing puzzle | beware the leeches and consultants | the value-pricing con job | the 21st-century cpa firm | ruthlessly efficient workflow management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i have worked two aprils from the ncaa final four basketball tournament. this past september 15^th, i worked from the beach. no one at the office seemed to miss me.
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featured

value pricers ignore half the pricing puzzle

profits.

by frank stitely
the relentless cpa

the best thing about value pricing is that you can succeed with just one piece of information – the value of your services to clients. you can toss your time sheets or any other cost tracking.

more stitely: beware the leeches and consultants | 2 lessons clients taught me | no consultant can solve your biggest problem | the great marketing hoax | what the value-pricers get wrong | 3 rules for asking great tax-return questions

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

the income statement for a value-pricing cpa firm consists just of revenue – no expenses. expenses are irrelevant when we have forward-looking metrics such as client and employee satisfaction.

let’s have a little fun with the core tenet of value pricing. you only need know the value of your services to a client. you can ignore the cost of providing the services.

featured

beware the leeches and consultants

kool-aid for tax and accounting firms.

by frank stitely
the relentless cpa

a group has been abusing my facebook timeline with ads touting a system promising to transform our clients into $10,000 annual billing clients.

more stitely: 2 lessons clients taught me | cpas can’t help you | the cure for commoditization | four amusing millennial myths

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i did a little sleuthing – for free of course. if i were billing someone for this, i would call it forensics.

management

2 lessons clients taught me

what our clients can teach us.

by frank stitely
the relentless cpa

let’s discuss lean six sigma as it applies to cpa firms. let’s discuss lean processes and error tracking.

more: cpas can’t help you | the value-pricing con job | no consultant can solve your biggest problem | the agile accountant | the 21st-century cpa firm | the great marketing hoax | the cure for commoditization | ruthlessly efficient workflow management | what the value-pricers get wrong | four amusing millennial myths | the annual tax meeting is dead. clients killed it. | 3 rules for asking great tax-return questions

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

you’ve probably heard of lean six sigma. our manufacturing clients implemented it back in the 1990s.

i’m betting this is the first time you’ve heard of its application to the cpa world.

management

cpas can’t help you

look outside the cpa world for practice management answers.

by frank stitely
the relentless cpa

there are no easy answers. the people who are selling “firm of the future” once sold “elder care” as the future. did you make a killing off elder care? that was one rotting corpse of an idea.

more: the value-pricing con job | no consultant can solve your biggest problem | the great marketing hoax | what the value-pricers get wrong | 3 rules for asking great tax-return questions

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

do you want advice from someone who found consulting to cpas more profitable than being a cpa?

pricing, fees & billing rates

the value-pricing con job

versus the law of tax preparer time management.

by frank stitely
the relentless cpa

let’s tackle my biggest gripe with the value pricing people. “time sheets suck! toss your time sheets!”

who doesn’t hate filling out a time sheet for the entire week at 5 p.m. on a friday? how could that ever be accurate? it cuts into my beer-drinking time!

more: no consultant can solve your biggest problem | the agile accountant | the cure for commoditization | four amusing millennial myths | the annual tax meeting is dead. clients killed it. | 3 rules for asking great tax-return questions

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

do time sheets even exist anymore? they haven’t existed since about 1990 at the latest. some genius invented the memory resident, background timer that lets us track and record time as we go. our first time-tracking software was timeslips back around 1990. it had a timer that fed timeslips into billing and reports on a real-time basis – back in 1990.

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