unveil financial and estate planning techniques. 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). quick…
by 卡塔尔世界杯常规比赛时间 research
the h-1b visa program is vital for u.s. companies to hire highly skilled foreign workers in specialty occupations, including tax, finance, and accounting.
卡塔尔世界杯常规比赛时间 research estimates that as many as 46,000 tax, accounting and finance professionals work at u.s. firms under the h-1b program. this figure has received scant attention in the profession but is critical to its infrastructure.
think about what you really want.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: can you recommend a specialty i can get involved in to generate more revenue for my practice?
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response: my discussion with the cpa indicated that his practice consisted of a large individual tax return practice and many monthly business clients. he thought financial planning or business valuations would be a way to expand his services and make more money. it did not seem he had an intellectual interest in these areas.
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be ready to embrace ai and blockchain innovations, the rise of boutique firms, and the surge of specialized credentials.
accounting arc
with donny shimamoto, liz mason, and byron patrick
center for accounting transformation
hosts byron patrick, cpa.citp, cgma; liz mason, cpa; and donny shimamoto, cpa.citp, cgma, explore the future of the accounting profession, making bold predictions about what the next decade holds. their conversation covers a wide range of topics, from technological advancements to diversity, equity, and inclusion, offering a comprehensive look at how accounting might evolve by 2034.
more: harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |
one of the central themes of the discussion is the rapid pace of technological change. patrick, vice president of client success at the b3 method institute, emphasizes that technology will continue to accelerate, fundamentally altering the landscape of accounting. “technology is not slowing down, it’s accelerating exponentially,” he says. “and 10 years from now, there is going to be even more need for integrity within the technology that we are using.”
calling the right plays means understanding your clients and their goals, as well as their weaknesses.
by jody padar
radical pricing – by the radical cpa
it’s up to you to recognize the client persona most suited for your firm, but you’ll want to start by defining your customers’ needs. so, what do people really want, and how can you figure it out?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
certainly, you can engage in expensive research, from questionnaires to focus groups. but, in reality, most of the clues you need will come from your knowledge of the people you work with within that group.
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choose your client personas wisely.
by jody padar
radical pricing – by the radical cpa
one drawback of the hourly pricing model is its one-size-fits-all nature. every client is charged the same rates per hour, with the only difference being the number of hours each uses.
but the world isn’t made up of identical people working in identical businesses and driving identical cars to and from their identical homes. thank goodness!
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clients are as different as you or me, but we can group them into buckets called personas based on shared values or traits. in a client-centric firm, it helps to understand these basic personas so you can more efficiently meet each client’s needs. you probably have a handful of personas in your firm right now. you just haven’t seen them as a grouping because, in your bill-by-the-hour model, it doesn’t matter who they are.
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make life at work better for yourself, your team, and your clients.
the disruptors
with liz farr
dawn brolin, cpa, cfe, intentionally shrank her firm, powerful accounting, from 11 to three team members, the opposite of the way most firms grow. she also drastically cut her client list, while nearly tripling her fees from a select group of just 19 clients.
“i decided i wanted to change my life,” brolin says. “i want to change my staff’s life. and i want to change the way my clients work with me where they weren’t worried about getting a bill because they called me and asked me a question.”
more podcasts and videos: jason blumer & julie shipp: 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 |
part of that change in dawn’s life was her passion for coaching college softball, where she serves as the team’s designated motivator. because softball season overlaps with tax season, she leaves the office at 2 pm, five days a week. no one in her firm works more than 35 hours a week.
instant download new & expanded 2024 edition with 50 new checklists
over 300 pages of essential tools, tips & techniques, printable and customizable.
by edward mendlowitz, cpa, abv, pfs
free for pro members!
original price was: $259.95.$199.49current price is: $199.49. learn more
the new manifesto 
advisory essentials 
tough questions, smart answers complete two-volume set
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$199.95 – $299.95 learn more
marketing tax services the who, what, when, where, why, and how for delivering more client services and making more money
by edward mendlowitz, cpa, abv, pfs
$189.95 – $229.95 learn more