354 search results for stitely

how the managing partner manages the partners

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silhouettes of three business partners talking against a window in an officeit’s a people job.

by marc rosenberg
the role of the managing partner

this is a saying i developed about partners that stands as tall today as it did 20 years ago: “as the partners go, so goes the firm.”

more: overarching authority that managing partners must have | exceptional managing partners offer their advice | why management is the #1 key to the firm’s success | herding cats: advice for managing partners
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this means that the partners are the drivers of the firm’s success. to be sure, nonpartner personnel are critically important to the firm’s success, but nowhere near the level of the partners, who

  • bring in the clients
  • keep the clients
  • help clients grow
  • satisfy clients’ needs by cross-selling services
  • mentor staff, helping them learn and grow
  • embrace the firm’s core values and spread the word to others
  • manage the firm and provide leadership to all

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‘quick questions’ and other client sins

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young businessman with forehead resting on handshow to quietly convince them to pay for tax planning.

by frank stitely
the relentless cpa

a well-known practice management expert, whom i greatly respect, advises cpas to never tell clients that you don’t have time for them. i disagree with the never part. you know how it starts. on march 25th, the call comes in.

“i know you’re busy but …”

more: how to train clients | avoiding projects hung up in process | teaching the meaning of ‘done’ | why millennials are the answer | calculating and cutting turnaround time | debunking the demise of the cpa firm
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a request follows that could most certainly wait until after tax season. you are hip deep reviewing all the personal tax returns that got stuck in process while you climbed out of the march 15th corporate tax ditch.
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how to train clients

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skip this, and both service and satisfaction decline.

by frank stitely
the relentless cpa

you’ll hate me after this post. i’m about to reveal that many of the behaviors that you rationalize as good client service are really just desperate measures to avoid losing bad clients. we’ll talk about getting out of that mess later.

more: avoiding projects hung up in process | when clients create errors | how we killed the tax season client meeting | why small firms can win the talent wars | there are no easy answers | how to thrive as a 21st-century firm | farm-aid for accountants? | whittle down wip
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clients are trainable – at least as trainable as jack russell terriers. that is to say, they’re somewhat trainable. however, like jack russell terriers, you train clients or they’ll train you. somebody’s getting trained. here’s an example of how that works.
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peer-to-peer: your best advice for 2021

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clockwise-from-top-left-raizen-wehr-paulson-swigert-anderson-stitely.png
pivoting to 2021 (clockwise from top left): raizen, wehr, paulson, swigert, anderson, stitely

‘clients still need us.’

by 卡塔尔世界杯常规比赛时间 research

keep calm and carry on.

that may be the best overall advice for the situation we’re in.

more in surveys & research: survey: a glint of optimism for 2021| accountants say: brace for a dismal 2021 | ppp client fraud: how much risk is too much? | ppp traps: 1 in 5 accountants report shady dealings | cloudy forecasts call for rainmaking

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and by “we,” we mean “everybody in the world.” because everybody’s got it tough. whether covid has touched close to home or not, its presence is impacting everyone.

but… how should accountants carry on? we asked. and you – the readers of 卡塔尔世界杯常规比赛时间 – delivered. adapt, pivot, focus on the client, watch your expenses – just a few of the themes gleaned from the 卡塔尔世界杯常规比赛时间 business barometer.

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survey: 60% say work-from-home may be permanent

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data chartonly 21 percent plan to shrink their space; cybersecurity less of a concern now.

by 卡塔尔世界杯常规比赛时间

although covid-19 has hit most business sectors hard, executives have come to recognize the productivity of employees following a work-from-home (wfh) model … so much so that they’re largely willing to continue allowing remote work even after widespread adoption of a coronavirus vaccine.

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

these are two of the key findings from eisneramper llp’s executive survey, which gauged the outlook of 273 business owners, c-suiters, family office executives and high-net-worth individuals who attended eisneramper’s virtual national business summit on dec. 2.
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uncover potential in 10 interview questions

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make remote hiring easier.

by jody grunden
building the virtual cfo firm in the cloud

before our firm became a distributed company with a remote workforce, our hiring was naturally limited to a small geographical location – fort wayne, indiana.

more: what running a virtual cpa firm really costs | learning to love video calls | be more effective remotely with disc | protect client files from cyberthreats | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership
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when we really started to grow, we knew we needed to bring in more senior-level accountants to be able to handle the clients we were bringing in at such a rapid pace.

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avoiding projects hung up in process

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businessman with fingers crossed behind backhow to climb out of “done but” hell.

by frank stitely
the relentless cpa

a project hung up in process is one when there is a disagreement as to the status between people involved in a project. for example, a client thinks he has answered your tax return questions, while you believe he has not. another example is when a tax return preparer believes a return is ready for review while the reviewer does not believe it’s ready.

more: when clients create errors | how to reduce tax return errors | why your firm needs to attract more millenials | the fool in the room | the 3 biggest tech failures of accounting firms | wip-ing clients into shape | maximize your role as visionary
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the result of a hung-up project is a dead project – one that’s not moving to completion. if a tax return gets hung up, eventually your client calls you, and you get to waste time determining why the project stopped moving. by now, you know this increases wip and thus decreases turnaround time.
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when clients create errors

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one cause? taking us out of our familiar workflow.

by frank stitely
the relentless cpa

who makes the errors in your firm? staff obviously, but that’s half of the answer. clients are a major source of tax return errors. clients cause errors in three ways:

  1. errors of omission
  2. errors of commission
  3. errors in attitude

more: how to reduce tax return errors | teaching the meaning of ‘done’ | why millennials are the answer | calculating and cutting turnaround time | debunking the demise of the cpa firm | how many tax preparers do you need? | how the annual tax meeting died | how to teach reviewing and time management | 4 steps to take before next tax season | 3 tips for handling rookie tax preparers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

every tax season, we finalize and deliver returns only to hear from the client, “i think i might have forgotten to tell you that we had a baby last year.” does this happen to you? this is a client error of omission. unintentionally, clients withhold important information.
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