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busy season benchmarks in free fall

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major declines in all kpis: clients, revenues, profits, revenue per client, and profit per client.

busy season barometer:
how accountants are battling the coronavirus recession
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by 卡塔尔世界杯常规比赛时间 research

last year’s busy season was complicated, no doubt about it. the tax cuts and jobs act and the irs shut-down made life difficult for tax practitioners. but ultimately, they had a good year. a good 56 percent enjoyed an increase in clientele, and only 16 percent saw a decrease.

flash forward to the annus horribilis, aka 2020. according to this year’s 卡塔尔世界杯常规比赛时间 busy season barometer, only 46 percent of accountants are gaining clients — a 10-point reversal from last year. and another 25 percent are losing clients – a 15-point swing from 2019.

more busy season 2020: fiinal rs efiling stats: the end of tax season? | say hello to the new 24-month busy season | 9 big ways the irs could help accountants | the mystery of 10 million missing tax returns | tax pro e-filings down 20 percent | irs web traffic doubles over year-ago | covid drowns irs in new filings |   percent | irs web traffic doubles over year-ago | covid drowns irs in new filings | 2020 tax season comes to a screeching halt | the tax season 2020 dumpster fire | tax pros fall behind 6.2% in returns filed
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it’s impressive that so many tax offices have actually expanded their clientele during such hard times. and it’s not surprising that so many have lost clients.

what happened?

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bridging the gap

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insights and guidance on every page solving the staff shortage problem, once and for all building the future-ready leadership pipeline moving to anytime, anywhere virtual and flexible work learning to…

checklists for tax resolution sales

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includes consultation questions.

by jassen bowman
tax resolution systems

after marketing, your next most important job is sales. sales and marketing are intimately connected, because the leads you generate and nurture through marketing become the prospects you sell to in the sales process.

more on tax resolution: quoting tax resolution fees | basics of tax season work flow | when to follow up on prospects | checklists for new lead generation |client management checklists for tax resolution | how to handle client complaints | case study: building a tax resolution business | marketing requires ruthless accountability
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most tax professionals dislike the idea of seeing themselves as salespeople. however, you need to accept the fact that if you can’t close a sale, you’re going to be broke, no regardless of your statewide high score on the cpa exam, regardless of the prestigious law school you went to, regardless of any other certifications you’ve earned. if you don’t sell, you don’t eat.
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deborah fox launches new tech platform for wealth advisors

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https://www.youtube.com/watch?v=8w5h2cbi84m

^ click to play video: deborah fox on financial planning for accountants, interviewed at aicpa engage 2019.

fox financial network rebrands as advisortouch with interactive training, resources, tools, and systems for advisors and staff.

by 卡塔尔世界杯常规比赛时间 research
advisortouch.com

fox financial planning network, a leading consulting company for wealth management firms and the institutions that serve them, has rebranded to advisortouch and is rolling out a new interactive social platform with the training, resources, tools, and systems for advisors and staff at  advisortouch.com/collaborative.

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