clayton oates: one way to keep clients for life
play the infinite game and 11 more takeaways.
the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间
management
solos need plans for death, disability
checklists for pre-planning … and for recovery in a worst-case scenario.
by ed mendlowitz
77 ways to wow!
put a little zip in your zoom
come on. sit at the cool kids’ table.
by beth ziesenis with app of the week
what makes an excellent tax return reviewer
bonuses: a 10-question test (and answer key), plus 18 other issues you might want to test.
by ed mendlowitz
how to review tax returns: the field-tested update
why you need standard naming conventions
sixteen suggested guidelines to use … and document.
by penny breslin
it’s not just the numbers
nine ways to measure staff performance on the path to partner
they may have skills, but are they the right ones?
by marc rosenberg
how to bring in new partners
why time tracking still matters
if your team dismisses timesheets as old school, you may want to rethink that strategy.
by frank stitely
the relentless cpa
procedures require regular revisiting
remember it’s not just your team on board, it’s also your clients.
by penny breslin
it’s not just the numbers
how do you value your most important asset?
yes, your employees.
with steven e. sacks
the new fundamentals
how to use onenote to create a firm playbook
client-specific information that should be included.
by penny breslin
it’s not just the numbers
business owners face one of three exits
expect to sell your practice? not if you resist change.
by frank stitely
the relentless cpa
are you ready for a co-owner to drop dead?
what you have to have in place.
by ed mendlowitz
77 ways to wow!
accountants need each other more than ever
don’t ditch live events. we need human connection.
by seth fineberg
at large