forged in fire: the pains of leadership

businessman bursting through flames and fireworksthink of it as an upward spiral.

by martin bissett
passport to partnership

unhappy and difficult clients help our firms to improve our client management skills and present opportunities to refine our leadership skills.

more: perception is reality, client version | your website promises. do you deliver? | five reasons firms don’t thrive | four biz dev tasks to start the new year | what the next generation of practice leaders faces | nine points to check before hello | why clients struggle with growth | nine biz-dev metrics for making partner
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it is tough for us to build a successful firm without difficult clients or internal personnel issues in order to provide learning experiences for us to build a robust and commercially successful infrastructure.
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cas: much more than bookkeeping

hitendra patil cas q-and-a logo

why not get paid for what you’re probably already providing?

by hitendra patil

the definitive success guide to client accounting services

have a cas question? get it answered here.

q: i am new to exploring cas. i see many cas firms offer bookkeeping. however, they are still using cas engagements primarily for bookkeeping. can i move forward and leverage cas for higher-value-added business advisory services? any advice you can share? 

more cas: matching your tech to your cas clients | the tech stack you need for cas | yes, you have the staffing for cas | six steps to spreading cas awareness  | finding profits in cas |

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a: books are the foundation from which you can derive insights and advice. bookkeeping is a process that prepares you for higher-level, higher-value advisory work. bookkeeping and outsourced accounting services are components of a full-scale cas practice.

there are only three main categories of cas offerings:

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when an audit is a great thing

two businessmen talking at officebonus breakdown: audits vs. reviews vs. compilations.

by ed mendlowitz
77 ways to wow!

one of my clients generously gave me his take on the benefits he received from the audited financial statements we issued for him. i was appreciative of this and want to share his views with you.

more on advisory: how to read a financial statement | the kpi an absentee manager needs | which kpis do you need? | 77 thoughts about client needs | the seven-minute financikal statement
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he began with an introduction explaining how he started his business and shepherded its growth by concentrating on developing his services and delivering them quickly and on time to his clients. the business grew rapidly, and little time was spent on the recordkeeping except for getting invoices to the clients or making payroll, while keeping the back office as lean as he could. at the same time there were legal, regulatory, hr, occupancy and tax issues from operating in multiple states and countries and he was spending quite a lot of time and fees on these activities, because he had to, while pushing aside and neglecting the accounting work.
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77 thoughts about client needs

take action today.

by ed mendlowitz
77 ways to wow!

this list is a guide to jog additional thought about a client’s business. i have done all of these, and, at some point, i started making a list to help me remember. i also used it to help staff choose a few items each time they performed services for a client as a value-added benefit to the client.

more on advisory: when an audit is a great thing | how to read a financial statement | the kpi an absentee manager needs | which kpis do you need? | the seven-minute financikal statement
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the listing can also be used a guide for a separate engagement. either way, the emphasis should be to provide information to the client about their business that the client does not already consider, focus in on or know about.
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