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make your next busy season easier now
five ways to shift some of the heavy lifting to your lighter months.
by sandi leyva
the complete guide to marketing for tax & accounting firms
for some of you, summer can be a slow time in your business. if you do taxes, all the action is during busy season and in september if you have a lot of extensions. if you’re a bookkeeper, your busiest month is january. and if you do software consulting or training, it slows down in july and august.
more: how to put your strengths to work for you | implement these two daily rituals | want to close a deal? set a deadline | five business development mistakes to avoid | how to leverage chatgpt during this crazy tax season | eight steps to getting started with ai: a guide for tax professionals | you don’t have a time problem | three money leaks and how to plug them | eleven ways to serve clients even better
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if you have a good relationship with your clients, you might be able to move some of your busy season work to off season. and if you have clients who are ready to take advantage of new technologies, there are lots of opportunities in the cloud. here are five quick ideas to stir up some revenue in the slower summer months.
three ways to thrive with limited capacity
turn the staffing shortage into a new opportunity.
by frank stiteley
the relentless cpa
charles dickens had to be writing about the accounting profession when he wrote, “it was the best of times, it was the worst of times.”
clients are plentiful. i met a new client coming out of the restroom at our office complex. we get four to five inquiries a day – out of tax season. during tax season, we turned down four out of five prospective clients.
more on staffing: tax and accounting jobs and salaries show strength | olympics of outsourcing and offshoring for accountants | new study: strong and steady growth for accountant jobs and salaries | can’t recruit? retain! | is tech causing both cpa shortage and low salaries? | staffing tops list of woes at cpa firms | to replenish the talent pipeline, go back to the classroom | whole person retention: when it’s not just the money | more big firms shut their doors to new college grads | seven enticements to keep talent on board | employee retention is easier than attraction | let interns fix the staffing shortage? | disruptors: talent crisis? what talent crisis? | firms culling clients as staffing woes persist
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staff are not plentiful – at least not good ones. i’m getting two or three resumes a day, but they’re the warm body sort most of us learned the hard way not to hire during the pandemic. you’ve seen these resumes too. they are people with six employers in eight years. you are certain to be number seven in nine years. they claim eight years of experience, but you can see from their job history that it’s really two years of experience repeated four times. and – they want $100k for those two years of real experience.
the top tip for reviewing tax returns
what would you say?
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: i know you have a lot of advice on how to review tax returns. what’s your single best tip?
more: you have to start somewhere | two options for collecting past due fees | when board service gets tricky | eleven ways new staffers can help bring in business | busy season is over, so it’s time for some resolutions | want to merge? six steps to take | how to start providing family office services | every accounting firm needs quality control | no one listens to you? change how you talk | 47 types of business valuation to provide | thirteen things to consider before you sell your practice | uncooperative partner might not be the problem
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response: i had never thought about this until this question was asked.
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tax law is driving practice development
virtual communication, hybrid work environments still pose challenges.
by 卡塔尔世界杯常规比赛时间 research
new laws and regulations now rank as the primary management challenge at accounting practices around the world, according to a report from caseware.
more: olympics of outsourcing and offshoring for accountants | new study: strong and steady growth for accountant jobs and salaries | turnover timebomb: 4 of 5 senior managers at risk | are client services a fourth-rate priority? | revenues rising as pricing models evolve | 150 credit hours: helping or hindering? | can’t recruit? retain! | the accountant as a strategic business partner | report: efficiency still the top priority for accounting firms | is tech causing both cpa shortage and low salaries? | audit firms nervous about new tech | staffing tops list of woes at cpa firms | to replenish the talent pipeline, go back to the classroom | beware the work-life/workload doom spiral
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and though the difficulty, and even impossibility, of meeting all legal requirements is a massive challenge, meeting that challenge is a driver of rapid change in the industry. this is evidenced by the second-most serious challenge, adopting new technologies – technologies directly or indirectly aimed at meeting legal requirements.
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pause to praise the tax pro volunteers
they prepared 9.3 percent more returns this year.
by 卡塔尔世界杯常规比赛时间 research
卡塔尔世界杯常规比赛时间 hereby calls for a pause in the post-season doldrums to salute the 67,000 tax pro volunteers and other concerned citizens who helped the needy file their tax returns this year.
more: irs vs. fraudsters | imagine! the national tax advocate does | art werner: maximizing fringe benefits | is the irs mismeasuring phone service? | irs makes big progress but … | tax practitioners say happy days are here … again | the irs is coming! get your clients into compliance | end tax season meetings with clients … seriously | brandon hall: firms try to make too much on tax prep | eight steps to getting started with ai: a guide for tax professionals | ftc nails turbotax for ‘free filing’ scam | if only the irs’s tax pro were useful | id theft a problem for irs even when it doesn’t exist | the nightmare of non-credentialed tax preparers | taxpayer assistance centers: a good idea that should be better | irs still falling short on service | must the irs be a dark hole?
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yes, 67,000. that’s really an impressive number of people. not only are they coming to the rescue of people who, despite their problems and limitations, really want to pay their taxes, but they are doing so during the tax season.
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irs vs. fraudsters
the endless war is not going well.
by 卡塔尔世界杯常规比赛时间 research
the fraudsters of the world continue to see the u.s. treasury as a bountiful chest of riches just waiting to be plundered.
it doesn’t take much. a taxpayer’s name, a social security number, a bank account number, maybe an email address, a phone number and a little luck.
more: imagine! the national tax advocate does | art werner: maximizing fringe benefits | is the irs mismeasuring phone service? | irs makes big progress but … | business booming, but not as much as last year | busy season barometer offers clues for better business | tax practitioners say happy days are here … again | the irs is coming! get your clients into compliance | end tax season meetings with clients … seriously | brandon hall: firms try to make too much on tax prep | eight steps to getting started with ai: a guide for tax professionals | ftc nails turbotax for ‘free filing’ scam | if only the irs’s tax pro were useful | tax pros file 33% of early returns | can’t irs online accounts be more useful?
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the irs is used to this. it knows what to do about it.
it just doesn’t do it very well.
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imagine! the national tax advocate does
(you may say she’s a dreamer, but she’s not the only one.)
by 卡塔尔世界杯常规比赛时间 research
one word keeps popping up in national tax advocate erin m. collins’s introduction to her annual objectives report to congress.
the word is “imagine,” and collins’s dream depicts an irs that is a only bit more feasible than john lennon’s dream of a world with no countries or religion.
more: art werner: maximizing fringe benefits | is the irs mismeasuring phone service? | irs makes big progress but … | business booming, but not as much as last year | busy season barometer offers clues for better business | tax practitioners say happy days are here … again | the irs is coming! get your clients into compliance | end tax season meetings with clients … seriously | brandon hall: firms try to make too much on tax prep | eight steps to getting started with ai: a guide for tax professionals | ftc nails turbotax for ‘free filing’ scam
exclusively for pro members. log in here or 2022世界杯足球排名 today.
but you can still sing along …
“imagine a taxpayer or a representative receiving a text message
… or email referring the taxpayer to their online account,
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