by martin bissett
job descriptions for staff accountant, senior accountant, manager and partner.
by marc rosenberg
cpa firm staff: managing your #1 asset
“the last person i ever want working for me is someone who says, ‘that’s not in my job description.’” – neil degrasse tyson, cosmologist and astrophysicist
“well-written and effectively developed job descriptions are communication tools that allow both employees and supervisors to clearly understand the expectations of the role, its essential duties, the competences and responsibilities, along with the required educational credentials and experience.” – mary anne kennedy, hr daily advisor
exclusively for pro members. log in here or 2022世界杯足球排名 today.
this post addresses the four most common positions at a cpa firm: staff accountant, senior accountant, manager and partner.
there is no such thing as a standard job description for these four positions. each firm must define them in ways that make sense for their practice. if ever there were job descriptions that should have flexibility built into them, most certainly they would be cpa firm positions, because the expectations vary as much by the type of assignments as by their title.
read more →
“a firm’s culture during busy season reveals its true colors.”
accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation
as the busiest time of year looms for accountants, industry leaders byron patrick, cpa.citp, cgma; donny shimamoto, cpa.citp, cgma; and liz mason, cpa, share practical advice in the first episode of the second season of accounting arc on maintaining resilience during tax season. their conversation explores actionable strategies to counteract stress and promote mental health.
more accounting arc: accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |
the hosts share relatable anecdotes, from patrick’s newfound habit of scheduling haircuts to mason’s candid discussion about balancing adhd with professional responsibilities. shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation, adds, “if it’s not on my calendar, it’s not happening,” highlighting the need for intentional scheduling.
sure it’s good for business, but it’s also considerate to clients.
by ed mendlowitz
tax season opportunity guide
accounting is a business and businesses need to be paid.
it’s harder to justify prices when providing services rather than products. products are usually priced before delivery while many times services are priced after delivery, i.e., performance.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
many accountants price tax returns before they are worked on, usually basing the fee on last year, or a rate schedule. sending a bill with the return establishes the relationship that you should be paid promptly for the work done.
read more →
three steps to setting your monthly fee.
by jody padar
radical pricing – by the radical cpa
packages are the first step toward productizing your services. your packages define your services as discrete offerings with defined parameters around what they include and what’s excluded.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the secret sauce to creating a fixed price package with a value add consists of combining several variables:
deliverables + client persona = well-priced packages
client-specific price point + market price point = well-priced packages
efficiency meets innovation when you turbocharge audits with ai.
quick tech talk
with steve yoss
cpe today
not all will succeed, but accounting will influence and evolve the models.
gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
my secret? humor, sarcasm and a bit of shame.
by frank stitely
the relentless cpa
there are easy ways to get clients to do what we need them to do. in our office, we call the process “training” clients. one of our biggest headaches is the late delivery of tax materials. so, we train our clients to bring their tax documents in early.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
we accomplish this through a series of e-blasts explaining our deadlines. the e-blasts start in december, and we call them “countdown to tax season.” they cover much more than our deadlines for clients to provide business and personal income tax returns documents.
we use the blasts to train clients in other areas – such as minimizing the use of staples when they give us their documents. we also discourage people from putting their documents in three-ring binders. as i’m certain you already know, staples and binders drive your admin staff crazy when they’re trying to scan documents.
read more →
if you try to help everyone, you don’t help anyone.
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
the disruptors
with liz farr
salim omar, cpa, opened his firm in 1996 after working as a cfo in a small investment boutique firm because he wanted to be his own boss. but the experience was terrible: “i found myself working long hours. i was not enjoying the work i was doing. having the team was a revolving door.”
“there’s got to be a better way,” omar said then. “if this is what entrepreneurship is, i’m not sure if i want it anymore.”
more podcasts and videos: jackie meyer: earn more with fewer clients | jack flaherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business | nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |
omar started reading and studying books by other entrepreneurs, many outside the accounting industry. “and i just took what they were saying and what they were doing in their business, and they were getting success, and i brought it back to my own practice.” after adding a few minor tweaks here and there, omar, the ceo of straighttalkcpas, says, “my practice was very different to what it had been when i started it a few years back.”
return on relationship still just as important as roi.
by rory henry
the holistic guide to wealth management.
there’s no question the pandemic accelerated the accounting profession’s transformation and the entry of private equity (pe) into the marketplace. in many ways the pandemic years were an inflection point. the old way of doing things – meeting clients face to face and providing tax and accounting services – is essentially over. the pandemic and private equity are propelling the profession forward as firms adopt new service offerings, change how they operate, and find innovative ways to recruit, retain and compensate talent.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
pe is considered “smart money” because it has a track record of building better business models, increasing efficiencies and then selling the companies and firms they invest in for a profit. smart money sees enormous potential by investing in accounting firms thanks to technology that makes it easier than ever to integrate professional services on a much larger scale.
read more →
moving from quality control to quality assurance lets you advance from auditing and accounting to assurance and advisory.
by alan anderson, cpa
transforming audit for the future
for decades, a&a has stood for audit and accounting. it’s been focused on compliance. but sooner than we may want to believe, business owners and stakeholders will be using technology to provide the assurance they need.
this is already happening. to remain viable, we need to move a&a from audit and accounting to assurance and advisory.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
now all auditors take the quality control standards of our profession seriously. but quality control that only happens at the end is more about satisfying the minimum requirements for compliance. it won’t let you move out of providing the commodity service that clients need to keep their stakeholders happy. quality at the end doesn’t provide an opportunity to really look under the hood and think about what the client really wants.
read more →
by 卡塔尔世界杯常规比赛时间 research
every year, tax clients need to tell their tax preparer about tax-related changes in their lives. you’ll need to know about some of these changes before clients gather their relevant documents.
here’s a list of 10 you’ll want to send everybody in early january.
“this is the golden age of opportunity for accounting…let’s seize it.”
capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间