provide more effective client services. make more money. have more fun. with ed mendlowitz accounting firms learned a lot the hard way during the 2019 busy season. from under-trained staff…
…can help or hinder, page 40 – holding partners accountable, page 50 – training staff to bring in business, page 67 – form industry roundtable groups, page 74 – learn…
what the aicpa and nasba could learn from other professions.
by donny c. shimamoto, cpa.citp, cgma
…– the idea book for accounting firm hiring managers: learn more 5 – accounting marketing 101 for partners: learn more 6 – the 30:30 training method for rapid staff development:…
…marketing and getting new business c. learning from busy season ’19 d. investing in new technology e. adding, cutting, or upgrading staff f. adjusting pricing strategies & billing rates g….
3 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
exclusively 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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make sure the scope covers the entire work flow.
by roman h. kepczyk
quantum of paperless
every firm has accountants who are 10 percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply “figured it out.”
more: telling clients: go digital, or just go | optimize scanning procedures | how long do you need that file? | don’t underestimate document management | digital communications unify messaging | remote access requires planning | profession transitions from windows 7 to 10 | some firms dumping desktop computers
unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them. it is the responsibility of firms to capture these individuals’ best practices so their specific knowledge can be shared and accessed by all firm members both now and in the future. this can be accomplished by making a concerted effort to develop a best practices manual within each department.
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…staff and had to grow to make sure we kept up with the expanding needs of our clients. we developed a plan and made substantial investments in growth. we hired…
growth engine the new growth engine manual.
complete with strategies, tools, checklists, and action planner.
by august j. aquila
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new! 2025 outlook national study of cpa firm statistics
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the next big opportunity the science behind integrating services with the human side of behavioral financial advice
by rory henry and 34 renowned thought-leaders, professionals and practitioners.
$275.00 – $295.00 learn more
talent crunch the complete guide, with bonus toolkit
second edition
by marc rosenberg
$305.00 – $445.00 learn more
bill what you're worth optimize profits, delight clients, and build a top-value firm
by jody padar
best-selling author of the radical cpa and
from success to significance: the radical cpa guide
tax season completely updated 3rd edition
including the latest tax law changes, recent developments in procedures, and comments from over 1,000 tax professionals.
still, the one and only, original no-hassle super-simplified seven-step tax return review system.
$335.00 – $355.00 learn more