557 search results for pricing

how big ‘books’ hurt firms

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young businessman with forehead resting on handsthe invisible hazards of book of business.

by bill reeb and dominic cingoranelli

as we stated in our last column, balancing “book of business” is one of the largest stumbling blocks for cpa firms.

more on performance management: how small ‘books’ hurt firms | the four basic parts of cpa firm partner agreements | younger partners see succession differently | how to compensate your managing partner | the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality | make accountability a process | accountability requires clear expectations | base retirement on today’s operations | how involved should retired owners be? | how to find a partner’s replacement
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it is difficult to resolve because it is symptomatic, for most firms, of some real trouble brewing.
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5 steps to get clients to say ‘yes’ to cloud applications

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businessman using smartphone while waiting at a subway stationfind the unique benefit that will resonate with each client.

by sandi leyva and michelle long
the ultimate accounting virtual conference

today we’re talking about getting clients to say “yes” to cloud applications.

more small firm growth strategies: 10 easy tips to boost your business cash flow | use payroll to grow client retention | 3 ways to work less and earn more | what to do when a client doesn’t pay | how to handle price sensitivity | how to find hidden money for your clients | how small firms can use value pricing | 3 killer lead generation channels
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

our guests from bill.com will be giving you a very detailed five-step plan.
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how small ‘books’ hurt firms

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businessman sitting at desk, looking forward and smilingleverage, capacity and overservice are just some of the issues.

by bill reeb and dominic cingoranelli

balancing “book of business” is one of the largest stumbling blocks for cpa firms. it is difficult to resolve because it is symptomatic, for most firms, of some real trouble brewing.

more on performance management: the four basic parts of cpa firm partner agreements | developing a three-year vision [video] | mps: how to elect them … and fire them | managing the managing partner | accountability is for everyone | firms say what would change retirement pay | how retirement issues affect succession planning | develop your employees or suffer the consequences | job 1 for the practice owner: client management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

optimal book size

the optimum condition for firms to flourish is for books of business to be balanced throughout the firm. from the largest book to the smallest, the percentage gap between them should be fairly small (about 20-25 percent or less than a couple hundred thousand in fees).
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the world is flat

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montage of a pretty eye with the world continentsthe cloud changes everything, even the way of the dinosaur.

by rob nixon

i have a theory as to why most clients of an accounting firm are within a driving radius of the firm.

more on strategy: will the internet replace cpas? | how offshoring is shaking up accounting | the profession disrupted: compliance commoditized
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my theory is that way back when(ever) the clients used to travel to the accountant’s office with their “stuff” (cashbooks, receipts, livestock headcount, paperwork, etc.). they’d get dressed up in their sunday best for the occasion, have a pleasant conversation about the year that was and then leave.
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when partners leave: what to do today, to be prepared for tomorrow

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man taking medication from caretakerset policies now based on business, not emotion.

by bill reeb and dominic cingoranelli

let’s review departure/termination policies.

more on performance management: the four basic parts of cpa firm partner agreements | developing a three-year vision [video] | mps: how to elect them … and fire them | firms say what would change retirement pay | action plans for transitioning partners | how retirement issues affect succession planning
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

these may include:
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use payroll to grow client retention

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head shot of jake haffner
haffner

why you might want to and how software can help.

by sandi leyva and michelle long
the ultimate accounting virtual conference

forty percent of small businesses say bookkeeping and taxes are the worst part of owning a business. ultimately that’s what each of us here can really help small businesses with. the payroll tax component is definitely something a small business owner isn’t going to want to focus their time on and so it’s an opportunity for you to use your skill set.

more small firm growth strategies: when you should answer questions for free | 2 ways to serve clients better | how to fire a client | how to manage client expectations | trashing the spreadsheet: best practices in modern expense management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we’re talking about having payroll become profitable for your practice. helping us today is jake haffner, a cpa and payroll expert who works with zenpayroll.
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the profession disrupted: compliance commoditized

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house on crack shows housing market declinethe accounting profession globally is being disrupted right now and most accountants don’t even know it is happening.

by rob nixon

there are three main areas that are being disrupted in the profession:

  1. compliance is being commoditized by technology,
  2. labor is being sourced from less expensive countries and
  3. clients are using the internet for your advice.

these three market forces will only escalate, and if you do nothing about it, revenue, profit and business value will erode.

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what’s in a title?

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plus a cautionary tale.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: my top staff person wants a better title than manager, or senior manager. any suggestions?

more practice doctor q&a: when staff don’t want to supervise | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | how to know everything | i made partner, now what? | why gross is the method for pricing a practice | why more firms are trashing timesheets | make collecting easier

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

answer: in larger firms senior manager is one step below partner.
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when you should answer questions for free

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businesswoman waving at a tablet held in her other handand why you should become a video star. yes, you.

by sandi leyva and michelle long
the ultimate accounting virtual conference

two areas where we can build some skills involve marketing smarter. we know sometimes marketing is not the easiest thing for us but it doesn’t have to be hard.

more small firm growth strategies: 3 ways to work less and earn more | what to do when a client doesn’t pay | how to handle price sensitivity | how to find hidden money for your clients | how small firms can use value pricing

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

i get these a lot and i think you do, too, the seo emails where they’ll email saying, “would you like to have us help you improve your search results so you appear on page 1 of the google search results?” have you ever wondered if you should actually do that with some of them? should you pay for seo optimization?
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why the partner agreement matters

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illuminated glass pyramid at the louvre, paris at nightmany agreements have long outlived a reasonable foundation for the firm’s current success level and size.

by bill reeb and dominic cingoranelli

most of the time when we are called in to work with firms, it is to help them plan for or implement significant change. the dialogue may start out with a general firm retreat, or it might simply be a session devoted to solving a few specific problems.

more on performance management: younger partners see succession differently | how to compensate your managing partner | the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality | make accountability a process | accountability requires clear expectations | base retirement on today’s operations

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

visionary firms are always looking to make changes long before their operating environment forces them to, from enhancing their ability to compete, making changes to improve profitability, building infrastructure to support succession, upgrading their people development, modifying the compensation process, increasing revenues and more.
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make the cloud work for you

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staircase of 10 steps10 steps (and you don’t have to take them all at once).

by jody padar

once you decide on what cloud software you want to use, here are the ten steps you need to make the transition:

more on radicalism: the cloud is your starting point | why transparency matters in the ‘new firm’ | 10 questions to prepare for radical change | radical firms embrace 4 values | radical or complacent? you choose | 3 questions to ask if you dare

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

step 1: adopt for your own practice. choose an online software you’d like to try and input your financials. it’s the easiest move to make, and you’ll learn a lot during the process. you’re the most intimate with your own financials, so start there.

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survey results: tax software satisfaction ratings

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four software companies control more than 90 percent of the tax prep business. but which one has the biggest fans?

by 卡塔尔世界杯常规比赛时间 research

for a more in-depth report, we recommend the tax software report: comparative intelligence for data-driven decision-making.

with only four companies already controlling 90 percent of the professional tax preparation software market, the competition is intense. to be sure, some 9 in 10 accountants can be counted on to renew year after year, giving vendors barely single-digit year-over-year percentage increases in organic revenue growth.

but with the advent of the cloud, evolving client needs, workflow innovations, and an uncertain outlook for a major tax code overhaul, this year could present a singular set of choices for tax professionals – and fresh opportunities for vendors.

four companies dominate the cpa tax software market:

  1. thomson, with ultratax and gosystem;
  2. cch, with prosystem, axcess tax, and atx;
  3. intuit, with lacerte, proseries and turbotax; and
  4. drake

in the rest of this report, based on a survey by the aicpa of its members, we provide additional detail on:

  • tax prep software market share
    • — overall
    • — small firms
    • — mid-size firms
  • likes and dislikes
  • product switching
  • best for a new practice
  • training, technology, and support

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the 44-point staff performance evaluation checklist

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ed mendlowitz cpa the practice doctor q and ahow well would you score?

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you have a staff evaluation checklist?

more practice doctor q&a: managing partners should drop their book of business | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | why this help wanted ad is all wrong | why credentials are worthwhile | i made partner, now what? | why gross is the method for pricing a practice

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

answer: i did not have a checklist of attributes that are looked at in evaluating staff performance, so i prepared one…
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