checklist

change overload: 5 simple coping strategies

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master the change around you with some healthy new habits. 

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

this busy season brought with it massive changes in tax laws, form layouts, technology, and client confusion. if all this change seems to be a bit much, you’re not alone.

more from sandi leyva: 39 advisory services for accountants  |  mix and match marketing channels  |  marketing materials 201: some advanced tips  |  testimonials: why and how  |  10 marketing materials you need  |  make direct mail work for you  |  how to use ‘warmed-up’ telemarketing  |  content marketing types and tips  |  write your way to expert status    |  71 places to find new clients  |  awards can boost your reputation  |  are you newsworthy?  |  step-by-step: how to make newsletters work for you  |

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

handling change requires extra energy and resources that our brains would rather not use, causing a struggle within ourselves.

as you move from the april 15th deadline to working on your pile of extensions, here are some tips to reduce the feeling of overwhelm and better manage your energy and productivity.

everyone is different when it comes to the amount of change they can tolerate. use these five tips to help you master the change around you.

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the five rules of smart tech

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how the best managing partners stay on top of technology.

by marc rosenberg
quantum of paperless: the partner’s guide to accounting firm optimization

the duties of managing partners encompass a long list of critically important management functions. certainly, one of these is to ensure that technology has an optimal impact on the firm’s success, profitability, and efficiency.

more quantum of paperless: firms need ‘best practices’ manuals  |  optimize scanning procedures  |  why a digital tax workflow system is vital  | how long do you need that file?  |  don’t underestimate document management  | digital communications unify messaging  | hotspots the answer for field access  | check your bandwidth  | remote access requires planning  | proactively manage application updates  |

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

this can be quite challenging because, unlike most managing partner duties, managing the technology function is a highly technical skill that most managing partners don’t have. so, they need to be smart. they need to know what they don’t know and rely on experts, both inside and outside of the firm, to guide them.

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39 advisory services for accountants

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two women shaking hands across a tablethe ultimate checklist to get you started.

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

when we think about the word “advisory,” we accountants might think of financial ratios. advisory is so much more than that. it’s, in effect, everything we do for our clients that is not compliance work – work required because of government regulations and deadlines.

small firm growth strategies: mix and match marketing channels | marketing materials 201: some advanced tips | make newsletters work for you | technical aspects of video and youtube | how to schedule social media content | speaking: how, where and getting leads from it | partnering: referrals on steroids
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here is a comprehensive list of advisory services to consider adding to the compliance services and other services you already offer. each one represents a potential new revenue stream for your business.
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what do taxes and wedding dresses have in common?

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smiling woman meeting with man in office3 takeaways you can use right now.

by michael rozbruch, cpa
the irs audit notice checklist

this past spring, roslyn and i flew out to new york to visit our daughter. erica got engaged over the holidays, which means she and roslyn are in full wedding planning mode. while we were out there visiting, erica scheduled an appointment to look at wedding dresses with roslyn at kleinfeld bridal.

more: 2 emerging industries for tax resolution | 6 secrets to getting great testimonials | social media’s place in your marketing strategy | kpis that accounting firms don’t measure but should | 10 tips for maximizing referrals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you haven’t heard of this bridal boutique before, you may have heard of the reality show set there called, “say yes to the dress.” you can google it if not.
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the why, what and how of cybersecurity for accountants

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lush

checklist: protect your firm in 10 steps.

by hitendra r. patil and jeffrey lush

jeffrey lush is  ceo and co-founder, bap solution, a cybersecurity firm lush is known widely as a passionate technologist with more than 34 years of it experience. before serving as ceo for bap, he worked as the cto for both hpe and dell federal. lush’s us federal experience includes serving as the executive chief technology officer for the us department of veterans affairs. he has served on us presidential workgroups focused on cyber and has extensive knowledge of cybersecurity standards and policies throughout the globe, with a focus on us federal policies to include nist, fisma, fedramp, dfars, pci, and hipaa.

it is no secret that cybersecurity continues to top the list of business concerns for businesses of all sizes. small independent business, mid-size business and large organizations can all be impacted by a cyber attack.

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15 partner agreement weaknesses and omissions

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make sure your agreement meets current standards.

by peter fontaine
cpa firm partner agreement essentials

too many firms suffer from major – often hidden – weaknesses and omissions in cpa firm partner agreements.

more: when solos bring in partners | 8 key items for partner agreements | 14 partner agreement issues in mergers | partner duties, prohibitions and grounds for expulsion
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start with this checklist to test yours.

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busy season prep: 12 essential checklists

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more than 50 items to get off to a good start.

卡塔尔世界杯常规比赛时间 research

planning for tax season is an important step in both optimizing profits and managing the professional liability risk associated with providing tax services,. pre-tax season training of personnel and proactive review of administrative procedures will improve efficiency through april 15th and beyond. 

part 1. what to do now… before the big rush

  • 4 ways to help clients prepare
  • 5 steps to review e-file requirements and processes
  • 4 ways to update engagement letter processes
  • 3 must-do’s to review client acceptance and continuance procedures
  • 8 steps to prepare the firm for tax season
  • 5 ways to help staff prepare for tax season

part 2. what to do during busy season

  • 11 items to cover in a pre-tax season staff meeting
  • 15 things to include in a control log
  • 4 things to remember when testing tax software
  • 8 things every tax preparer should do for each client
  • 4 ways to better plan for deadlines
  • 2 keys to survival

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10 tips for maximizing referrals

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it doesn’t happen by accident.

by michael rozbruch, cpa
the irs audit notice checklist

if you’re like most people, it’s only when customer service dramatically impresses or exceeds your expectations that you begin to create word-of-mouth advertising and referrals.

conversely, service has to be really bad before you starting warning people to avoid a company at all costs. the thing is, often it only takes one or two “little touches” to create exceptional service.

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client checklist: top 10 issues for real estate investors

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explaining the strategies, benefits, and pitfalls.

by ed mendlowitz

real estate is a popular investment, and there are many potential tax benefits to owning it. want to help your clients get all the tax benefits they could be entitled to? of course, you do!

so make sure your clients know some of the more popular benefits and pitfalls. the top ten issues to conder are in my real estate tax-benefit checklist below.

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salary survey: top skills getting top pay

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public accounting starting salaries (robert half)

bonus checklist: five keys to winning the talent wars.

by rick telberg
卡塔尔世界杯常规比赛时间

the digital transformation of the accounting profession is creating a surge in demand for high-skilled, business-savvy professionals, and firms are clearly willing to pay top dollar for the best candidates, according to a 卡塔尔世界杯常规比赛时间 analysis of new research.

pay rates and headcounts appear to be rising in tandem at leading firms, according to data gathered by one of the leading recruiters in the business.

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passwords: how to beat the hackers

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nine new rules for hack-proof security.

by barry j. friedman, cpa
industrynewsletters

consider all the passwords you use, in your personal and business lives. passwords secure all the resources on your computer and phone — your email and important online accounts.

more hot-button topics for clients: supreme court’s wayfair ruling on sales tax sows more confusion

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why work on making your passwords stronger?

hackers will attack the low-hanging fruit first.

what attackers will do is steal the storage of passwords on a vulnerable screen. these passwords are encrypted, but with tools like pwdump, airodump-ng and the meterpreter, hackers can take as much time as they need to crack your password.

the best way to make your password less appetizing is to choose a random set of characters in the maximum length your account or system will accept: read more →

what the value-pricers get wrong

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and 5 ways to fix it.

by frank stitely

beeeeeep.  briiinnnnggg.  boooooop.  you reach over to turn off the alarm.

but it’s not your alarm, and it’s not 6 a.m. yet.  it’s the coffee maker.  or is it the dishwasher?  or the washing machine?  it turns out to be a text message.  you glance down at your smartphone, and you see 14 app notifications, 27 e-mails, and three texts.  your smartwatch yells at you for not meeting your “fitness” goal yesterday.

by 6 a.m., half of humanity competes for your attention.  every computer programmer on the planet believes his notifications rock your world.  when everything beeps, do any of the beeps really matter?  the rock group, chicago, wrote, “does anybody really know what time it is?”  yes, it’s time for another notification.

we don’t suffer alone.  our clients share our pain.

the value pricing people tell us that we aren’t selling time.  but we are.  we aren’t selling our time.  we are selling our clients’ time – back to them.  21st-century clients want perfect compliance, fast service, and a competitive price – as a start.  most importantly, they want us to save them time.

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five secrets to launching your own cannabis accounting firm

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start with “shock-and-awe” service and tie billing rates to clients’ topline revenues.

by andrew hunzicker
cannabizcpa.pro

to succeed in an accounting business in the booming cannabis niche, firms must be able to deliver real value to clients.

more at 卡塔尔世界杯常规比赛时间’ cannabizcpa.pro: five reasons accountants should serve cannabis clients  |   derek davis keeps california cannabis clients informed  |  corporate to cannabis: laura durham of kind accounting  |  corporate to cannabis: laura durham of kind accounting  |  the fire starter: groundbreaking cannabis cpa luigi zamarra  |  commercial medical marijuana use comes to michigan

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

it’s the first of five essential ingredients you’ll need in order to prosper because many ceos think of accounting and bookkeeping as a “cost” and a headache.

so your offering needs to be world-class, delivering “shock and awe” service to each of your clients.

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