survey results: deal-savvy cpas look to lenovo computers

lenovo challenges dell and hp’s dominance with competitive pricing on desktops.

screen shot 2015-05-12 at 5.24.47 pm
primary desktop computer, most recently purchased, accounting firms of all sizes. learn more.
//www.g005e.com/shop/nmgi-irg-tech-survey-ebook/
the accounting firm operations and technology survey

by 卡塔尔世界杯常规比赛时间 research
accounting firm operations and technology survey

attracted by competitive pricing, accountants are increasingly turning to lenovo as their primary desktop computer and challenging the dominant positions of dell and hewlett-packard, according to new survey results available from 卡塔尔世界杯常规比赛时间.

to be sure, the accounting firm operations and technology survey shows lenovo still dwarfed by dell and hp. but dell’s position is hardly changing, hp’s appears to be declining and lenovo is coming on strong, almost doubling its share of the profession. read more →

when staffers stagnate

ed mendlowitz cpa the practice doctor q and ahigher-level staff person isn’t supervising or mentoring anyone.

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

question: i have a staff person who does great work, but she seems to be deadened. the good news is that her clients love her and she doesn’t bug me about becoming a partner.

more practice doctor q&a: yes, you should send rejection letters | 7 ways to lose a client’s trust | 12 must-knows for niche markets | 6 ways to take a client beyond tax prep | 18 ways to blow a partnership opportunity | 8 times when hourly billing trumps value pricing | when a staffer stops listening | 44 critical criteria for accounting staff performance evaluations | 5 time management tips for an overworked accountant | pricing, billing, costing: don’t blame clients

any suggestions on what i could do to move her forward?

read more →

the market is moving toward the radicals

5 ways to be prepared.

by jody padar
the radical cpa

a cch white paper, “charting a course for the future: a report on firm preparedness,” defines some of the trends that will have the most significant impact on accounting firms and their customers over the next five years.

learn more
learn more

more on radicalism: 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | being radical starts with being the change | why start being radical now? | going radical: the 4 tenets of a ‘new firm’ | why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

the study also notes how well-prepared accountants are to take advantage of these trends. by putting the “very prepared” firm under the magnifying glass, the report examines what makes firm owners confident about the future.

free instant download:
report on firm preparedness

the most important take­away is that firms that feel more prepared for the future report that they are more productive and more profitable today. read more →

yes, you should send rejection letters

ed mendlowitz cpa the practice doctor q and asome people expect them…and say so.

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

question: do you recommend sending rejection letters to someone i interview and do not hire?

response: yes. early on i did not send them, but when email came more universal, we sent them messages that way. now we use postal mail and send the letter on our letterhead. we feel it is more courteous and respectful. the letter is similar to this:

more practice doctor q&a: when busy gives the wrong impression | when to hire an admin assistant | how to notify clients of a partner’s retirement | 7 ways to lose a client’s trust | quote with care when asked for valuation | when fees don’t keep up with cost increases | lowballing and why it (usually) doesn’t work | when is it time to merge? | what goes in a client’s permanent file? | no more printouts at cpe programs? | how to apply value pricing to bundled services

read more →

selling on value vs. fees

what’s the difference? compliance sells on fee; advisory sells on value.

by martin bissett
understanding selling

i’ve been asking you to believe in yourself, to get your potential clients to open up to you and to demonstrate to them the outcomes that working with you and your firm would create in their personal and professional lives.

more on selling: 3 ways to convert scheduling practices to new fees | selling vs. attracting to build relationships | when selling, don’t chase new fees, attract them | selling accounting services doesn’t have to be hard! | ‘selling’ isn’t a dirty word | 8 factors in practice development success | in sales, perception is reality | success begins with accountability | do you realize you’re failing? | winning your first client

now here’s a checklist for you to run through before you begin your next business development initiative, and before each new business appointment that you have. read more →

4 questions radical firms must face

embrace the laws of disruption.

by jody padar
the radical cpa

with revolutionary change, comes disruption. you knew that, right? the three laws of disruption say that:

  1. disruption comes to us all. so, if you’re reading this, you’re going to be disrupted. congratulations, that’s a good thing!
  2. disruption comes because of changes in the product-market fit.
  3. there are only three methods to change the product-market fit.

more on radicalism: being radical is all about your customer | being radical starts with being the change | why start being radical now? | going radical: the 4 tenets of a ‘new firm’ | why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

read more →

busy season 2015: worse and worser

z tax 2015 better or worseafter a bad year for many practitioners, watch for the consolidation and shakeout to come.

by rick telberg
卡塔尔世界杯常规比赛时间 research

before busy season 2015 had even begun, tax professionals were worrying most about the new rules and regulations they’d be facing, among them, the affordable care act.

join the survey; get the results

indeed, so-called obamacare loomed largely over the 2015 season, but practitioners found bigger problems with form 3115, tougher competition and fee pressures. so much so, that a significant number of practitioners swore this tax season would be their last. and with merger season coming close on the heels of busy season, the profession should brace for a new wave of consolidation and shakeout, according to the 卡塔尔世界杯常规比赛时间 analysis.

see comprehensive coverage of busy season 2015 read more →

survey results: latest comments on busy season 2015

the 卡塔尔世界杯常规比赛时间 busy season barometerclick to join the survey; see the results
the 卡塔尔世界杯常规比赛时间 busy season barometer
click to join the survey; see the results

the 卡塔尔世界杯常规比赛时间 busy season barometer 2015:
join the survey. get the results

by 卡塔尔世界杯常规比赛时间 research

as results pour in from the final days of the 卡塔尔世界杯常规比赛时间 busy season barometer 2015, it’s clear that practitioners’ experiences range widely, from outright euphoria to bleak despair.

see comprehensive coverage of busy season 2015

here are a few the latest comments, verbatim…

  • better than last year. volume is up significantly and good smoothness of preparation svc and knowledge of clients.
  • we added a small tax practice in an adjoining town
  • i didn’t have any clients with obamacare non-compliance

read more →

how to notify clients of a partner’s retirement

ed mendlowitz cpa the practice doctor q and aphase in so there are no surprises.

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

question: thank you for your q&as on the death of a sole practitioner and purchase of a practice. do you have anything about the retirement or death of a senior partner?

answer: the death of a senior partner, or any partner, becomes public knowledge almost immediately with many clients attending the funeral, wake or shiva. in those cases i have not seen any falloff of clients since there is a correct assumption by clients that

  • there was backup,
  • that the files are intact and will be maintained, and
  • if staff was working on that client they will continue.

more practice doctor q&a: 7 ways to lose a client’s trust | when fees don’t keep up with cost increases  | what goes in a client’s permanent file? | when experience doesn’t add up | making meetings more productive | tax return reviewer ticking and tying 5 time management tips for an overworked accountant | running an accounting business | pricing, billing, costing: don’t blame clients

read more →

7 ways to lose a client’s trust

are you about to do any of these? is it worth it?

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

question: i believe i have a very high degree of client trust. but somehow i feel it is not 100 percent. any comments?

answer: this person has a common problem. the trust is very high – probably higher than any other profession – but not complete. it is rare for trust to be 100 percent. but here are seven ways to lose a client’s trust:
read more →

going radical: the 4 tenets of a ‘new firm’

happy young businessman jumping in tornadothere are 4 keys, but they come down to meeting needs.

by jody padar
the radical cpa

people often ask me: what makes a firm a “new firm?” there are four fundamental tenets.

more on radicalism: why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

these four tenets, although adopted dif­ferently within each firm, compromise a new set of values that most of the “movement” firms embrace. ready? here we go:
read more →

closed for tax season? looks that way

ed mendlowitz cpa the practice doctor q and aautomation can send the wrong message.

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

question: i have an automatic email response and some clients and contacts criticized me for it. i am overloaded during tax season and this takes some pressure off of me. here is the automatic email response i am sending out:

thank you for your e-mail. please accept my apology for this automated response. during tax season, most of my work days are scheduled with appointments and calls. i most always reply to emails and phone calls as soon as i can, usually the same day. replies are slower during the months of february, march and april. thank you for your patience.

answer: that’s terrible!

more practice doctor q&a: 12 must-knows for niche markets | when fees don’t keep up with cost increases  | lowballing and why it (usually) doesn’t work | why the average fee doesn’t matter | how to apply value pricing to bundled services | 6 ways to take a client beyond tax prep | 10 do’s and don’ts for making small business clients happy | client’s difficult daughter balks at bill | 10 ways to get new 1040 clients | tax return reviewer ticking and tying | 23 reasons clients really need you for taxes | 5 time management tips for an overworked accountant | complaining client? no wonder! | pricing, billing, costing: don’t blame clients

you are running a business and tax season is just one part of it although concentrated into a highly intensive, pressure-filled period.

read more →