checklist

the importance of goals and affirmations

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young man fixing collar in mirrorwhat are you telling yourself?

by jassen bowman
tax resolution systems

every day, you should go through your goals checklist.

more: use checklists to manage your tax firm | checklists for your tax resolution office setup | case study: building a tax resolution business | marketing requires ruthless accountability | first, you need clients | the tax resolution client intake checklist
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include

  • empowering daily questions,
  • affirmations and
  • goals.

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five crucial performance indicators for a monthly tech check

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tablet with green chart in hands of businessman“flash” reports to monitor infrastructure and projects.

by roman h. kepczyk
quantum of paperless

most firms have a line partner or firm administrator overseeing the firm’s information technology department.

more on tech spending: outsource some security functions | use collaboration technology to improve your firm | standardize your quickbooks support | remote banking offers instant roi | how to stop ‘overauditing’
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they may have an interest in information technology, but their primary responsibility often lies in other production areas. they need a way to efficiently oversee the firm’s tech initiatives and report to management.
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5 daily tasks for maximum tax resolution profitability

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to grow your business faster, and operate more efficiently.

jassen bowman, ea, ctr
for solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice.

more for pro members:  tax resolution: a lucrative opportunity  |  4 problems with the tax resolution industry | the tax resolution client intake checklist | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity

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

for the tax resolution practitioner, these habits can be distilled down even further to five specific tasks, for which you should have systems in place to accomplish each. read more →

22 ways blockchain will change the accounting profession forever

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illustration of network with city backgroundwill you be ready?

by hitendra patil
accountaneur: the entrepreneurial accountant

stock exchanges and banking systems have worked on similar fundamentals in handling and creating what are known as “non-repudiable” transaction records: straight-through processing (stp), electronically connected networks of intermediaries in their “ecosystem,” etc.  but unlike bitcoin, the stock exchange and banking systems are highly regulated and centrally owned.

more: blockchain accounting is an oncoming train | how to beat automation in accounting | 3 reasons small firms stay small | the new needs of people at accounting firms | 4 pillars of future firm foundation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

more recently, bitcoin technology has created a similar “distributed shared ledger” ecosystem.
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the tax resolution client intake checklist

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tax resolution client onboarding irs formshow to onboard your new client.

by jassen bowman

upon securing an irs collections representation engagement, as a result of your marketing and sales systems, your next step is to actually onboard the client and get to work.

more tax opportunities:  5 reasons your firm training needs nano learning  |  when tax filing season is over, what’s next?  |   how to end the tax revenue roller coaster with a four-season practice model  |   how to turn routine cpe into a new marketing opportunity

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

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the top 64 blogs for tax geeks

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federal and state, professors, and practitioners.

there’s something for everybody in this list — one of the best we’ve seen — of blogs for tax geeks and wonks. this list includes four kinds of tax blogs: tax policy blogs by american professors, “think tank” tax policy blogs, state and local tax policy blogs, helping american taxpayers make sense of policy. did we miss one? tell us in comments. read more →

pro member bonus: tax season checklists from ed mendlowitz

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tax season checklists

free for pro members (login required).

available to others for purchase here.

more than 40 tax seasons distilled into 66 essential tools, tips & techniques
by edward mendlowitz, cpa, abv, pfs
– practice-proven
– easy-to-use
– more than 120 pages
– list after list.
– thousands of important items,
savvy ideas,
and not-to-be-overlooked details.

read more →