1873 search results for "busy season" or "tax season"

make it ‘productive season’

by

don’t be busy. be productive.

by seth fineberg
at large

at this time of year, most accountants are considered to be mired in an annual waterboarding-like ritual known as “busy season.” while the moniker has long stirred ire, one way to rally against its implication is to take a good look at what being “busy” means. moreover, why not make it more productive?

more fineberg: it’s time to do the uncomfortable | jeremy sulzmann: can intuit mend fences with accountants at qb connect? | meet basis, the new ai bookkeeper on the block | is this when accountants start taking freshbooks seriously? |you’re doing email wrong | careful … you may be advising! | when live events fail | getting real: accounting tech decisions you need to make today | accounting tech doesn’t have to be daunting |who’s in control? you? or your clients?

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perspective is everything. and while i’ve noticed more accounting professionals making concerted efforts to have more of a life/work balance, it is apparent that much of the work that contributes to being “busy” could evolve into productivity.

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brandon hall: firms try to make too much on tax prep

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try for a 10-15% margin.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).


the disruptors
with liz farr

brandon hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours.

more podcasts and videos: james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa |

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because partner pay isn’t included in payroll, the margin on tax prep is likely much worse than the 30-35% that shows up on the income statement. hall’s target for the 2024 filing season is just 10-15% margin on tax prep.

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three pillars support a successful accounting firm

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three marble ionic pillars

yes, you need all three.

by august j. aquila
price it right: how to value accounting services

some firms go from one marketing activity to another without much success. the firms that are successful do the basics very well. like any athlete in spring training, accountants and consultants need to practice the basics of building their practices.

more: four questions for choosing your marketing audit strategies | maybe what you need is a marketing audit | three types of marketing message, and which is best | why you need progress billing | five tips for cross-selling and upselling | five keys to successful marketing | twelve fundamentals of planning | one question to guide your growth plans | four ways to prepare for new business development
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are the basics:

  1. creating opportunities to meet people
  2. developing good listening skills
  3. learning how to sell benefits rather than services/products
  4. knowing how to overcome objections
  5. providing client service that makes the client want to say, “wow!”

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eight steps to getting started with ai: a guide for tax professionals

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overcome the chatgpt ai learning curve. 

by sandi leyva and chatgpt

in the fast-paced world of tax preparation and accounting, the adoption of artificial intelligence (ai) tools like chatgpt can be a game-changer. however, the learning curve associated with these technologies can be a bit daunting, especially for technology immigrants in the gen x, boomer, and silent generations (versus natives born after 1985).

check out our courses on chatgpt,
offered as a deep discount bundle or separately.
webinar schedule:
more chaptgpt here

if you’re hesitant or short on time, here’s how to get started:

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amber setter: coaching helps resolve the tension between safety and purpose

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safety’s knowing you can pay the bills. purpose is knowing there’s something more.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

amber setter, the chief enlightenment officer for conscious public accountants, started out as a type a overachiever cpa, but after a few busy seasons, she realized that she “didn’t want to be an accountant anymore.”

 

more podcasts and videos: blumer cpas: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

today she’s an executive leadership coach for accountants, helping them transform their lives and careers.

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try this clean slate exercise

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clean slate with three pieces of colored chalk

spend a few minutes today to check your course.

by ed mendlowitz
tax season opportunity guide

we all get caught up with what we do. sometimes so much that we lose sight of what we are doing and the purpose.

more on tax season: offer your tax clients other services | can your tax reviewers answer these 10 questions? | the top 12 mistakes in tax return preparation | six types of person: which are you? | answer these two questions first | help your tax clients, help yourself | what’s your value to your tax clients? | are you excited about tax season?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

also, work happens. many of us start out with lofty plans that go astray as the practice develops. many things cause it – clients we get, availability or lack of availability of the right staff, how we choose to learn or not learn new things, and even where we locate.
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keep business development going during busy season

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man writing on a calendar

consistency is key.

by martin bissett
 business development on a budget

you may be asking yourself how you will know when you are successful in your selling efforts. many people have asked me that, but it’s the wrong question because firms have different goals.

more: health, wealth, stealth: challenges on the path to partnership | it’s time to prepare the next generation | who are you more committed to, your firm or your clients? | nine checkpoints before every prospect meeting | three questions about conversion | six keys to turning prospects into clients | don’t overlook internal communication | four reasons people struggle with communication | why firm culture matters for partners | competence is step one of seven | three things that rich accountants do
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some want to simply tick over and replace the clients they lose, some want to grow exponentially, some want steady and consistent growth they can measure and monitor. so there is no one definition of success. but no matter what yours is, you will never attain it if you are inconsistent in your process of winning new business.
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