卡塔尔世界杯常规比赛时间

today's features

got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing

… not to mention $856 per week per employee in savings.

by sandi leyva

in the 10 months that i have been teaching chatgpt, i’ve noticed about a third of my webinar participants have set up a free account with openai’s chatgpt, where they have access to chatgpt version 3.5. another third have invested a whopping $20 per month for the paid version, and the remaining third don’t have an account at all. a tiny number of participants are lucky enough to have companies that have invested in the enterprise version of the software.

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

and these are accounting and tax professionals who are eager to learn chatgpt. if you haven’t embraced the paid version of chatgpt (individual, teams or enterprise), it’s time to learn what you’re missing.

check out our courses on chatgpt,
offered as a deep discount bundle or separately.

webinar schedule:

march 19: your strategic partner: using chatgpt for strategy work

march 22 webinar: deep dive with chatgpt and zapier interface

april 18: your advisory assistant: using chatgpt to provide better advisory services to clients

april 25: the ai playoffs: chatgpt, bard, and bing compared

more chaptgpt here

while the free version of chatgpt can generate answers to thousands of questions, it can’t:

marketing & sales

ten questions to refine your successful marketing plan

is the right message reaching the right audience?

by august j. aquila
price it right: how to value accounting services

the main reason most marketing programs don’t work is that not enough time is spent up front in the planning stage. marketing, like anything else, takes careful planning as well as execution. i’m going to propose 10 key questions that you need to answer before embarking on your next marketing program.

more: ‘sales’ is not a four-letter word | three pillars support a successful accounting firm | clients have six reasons for needing you | six ways to market your technology consulting practice | sixteen marketing activities to try | the four steps of your personal marketing process | how does your firm measure up? | six questions before asking for all the referrals you deserve | five rules for a marketing orientation | ten keys to marketing success
exclusively for pro members. log in here or 2022世界杯足球排名 today.

what one purpose do you want to accomplish? too often, accountants begin a marketing program without really knowing what they want to accomplish. sometimes there are so many things they want to do that it becomes unrealistic to achieve all of them. the result is confusion and dissatisfaction.

management

why accountants should be nice to journalists

or else you’ll turn into a pumpkin – or something.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

your mother raised you to be nice to everyone, and you’ve always been taught to be nice to journalists. answer their questions. tell them everything. stop what you’re doing and cooperate. be polite.

that’s the conventional wisdom. you’ve even read that in the marcus letter. but are there ever times to tell the press to bug off, and leave you alone? maybe.

more: when there’s a leak in your firm | creating the perfect ad | how hard do you work to keep your clients? | when clients think they know marketing | how to put target marketing into context | everyone in your firm is marketing | accountants vs. lawyers: who wins the marketing battle? | professional services marketing requires flexibility | how to set marketing objectives | how marketing in accounting has evolved | accountants don’t sell soap.
exclusively for pro members. log in here or 2022世界杯足球排名 today.

on the face of it, the media seems to have all the power. they speak to a lot more people than you do, and they do it with what the general public accepts, usually unquestioningly and with little reason, as objectivity.
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transformation talks: scharrell jackson: lead with diversity of thought

every smart leader knows to look for blind spots.

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transformation talks
with donny shimamoto
center for accounting transformation

in the latest episode of transformation talks, renowned international speaker, leadership coach, and business consultant scharrell jackson emphasizes the pivotal role of diversity, equity, and inclusion (dei) in ensuring the sustainability of businesses across diverse industries. jackson delves into the profound benefits of dei, extending beyond business culture to impact recruiting and the overall bottom line.

more transformation talks: 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 |

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

the discussion unveils a critical factor contributing to the failure of many organizations in implementing dei initiatives – the lack of a clear definition of success. according to jackson, organizations often struggle because they fail to articulate specific outcomes tied to business success. she advocates for a shift from merely increasing diversity percentages to a more focused approach, urging organizations to identify and commit to the desired outcomes.

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bissett bullet: what does it cost to undertake?

today’s bissett bullet: “it is important to know the cost price of any given job.”

by martin bissett

it is not an exact science. you can calculate that cost with any given hourly recovery rate and however you see fit, but you need to know what it is. this is not to inform your pricing, but to inform what your break-even is. when you set your fees, they must never equate to less than cost or you are loss making, and unless there is significant long-term benefit to doing so on a short-term basis, you don’t want that.

sounds obvious, right? so how come so many accounting firms don’t get acquired because they don’t make any money?

today’s to-do:

if you were to be honest with yourself, how many prospective clients really do not want to change their accountant, and how many just did not see the reason to? now, on that basis with that reality confronted, be stronger in your next meeting with a prospective client.

see more bissett bullets here

pro member exclusive

accounting disruptors are heading your way … with deep pockets

if you’re not ready to make your move, you’d better hope your competition isn’t.

by jody padar
the radical cpa

change isn’t just knocking at your door; it’s kicking it down. we’re in the middle of a major transformation because of new players, cutting-edge technologies and a financial surge. the rules are being rewritten before our very eyes.

more: the convergence of trends makes pricing changes imperative | stop looking for talent that does not exist | advisory work must be priced by value, not hours
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if you consider accounting a giant chessboard, many players are making strategic moves. you have the old-school firms on one side who are navigating a rapidly changing landscape. on the other side, you have the new-school disruptors. these innovative entities are reshaping the industry with cutting-edge technologies and fresh approaches.

advisory & consulting

six steps to battle cybersecurity risks

what cost or time investment would you pay to protect your firm and your clients?

by donny shimamoto
cybersecurity for accountants

when it comes to cybersecurity, one risk aspect to consider is whether or not the steps you’ve taken to protect clients’ pii will stand up in court in the event of litigation related to a data breach or damages to a client because of a cybersecurity issue caused by your firm. during litigation, opposing counsel will often bring in cybersecurity experts to describe cybersecurity best practices—which are often a higher level of controls than just compliance.

more: understanding the full cost of a data breach | the 7 categories of of cybersecurity solutions firms need | future firm growth requires a mindshift | donny shimamoto explains how ‘agile’ applies to cpa firms | ai, ocr, nlp & cpas: oh my! | accounting nerds, unlock your super powers | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms | staff retention for remote workers | why the future is in risk advisory | ready for non-cpa “cpa” firms?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

be sure to consult with both your cybersecurity advisor and legal counsel to determine which controls you may still want to implement even if you qualify for some of the exemptions. many controls, like the ones identified in the ftc exception, do not cost much to implement and can demonstrate that you still fulfilled your professional obligation to protect clients’ data—reducing your litigation risk.

management

are accountants charging too little?

size matters in partner income. (aicpa map)

hourly billing on the decline but still holding on.

by 卡塔尔世界杯常规比赛时间 research

by all indications, cpa firms are outperforming the general economy by a very satisfying margin.

but are they charging enough?

more: chatgpt for the reluctant cpa | cpas needed to help small biz adopt ai | revenue growth is top priority for small firms | survey shows challenges, priorities shifting | survey shows that tech remains the great divide | is the cpa business model the clog in the pipeline? | can big data spot financial fraud? | will unclogging the accounting pro pipeline kill mobility? | accountants cozy up to clients with cas | accountants torn over 2024 economy, offer advice | accountants bullish on income
exclusively for pro members. log in here or 2022世界杯足球排名 today.

all categories of median net fees show substantial increases from 2021 to 2023 in the latest aicpa national management of an accounting practice survey:

net client fees leaped up 24 percent.
net client fees earned since prior year: up 15 percent.

charts & graphs

tax & accounting profession keeps growing

line chart — overall profession employment

more workers, with some making quite a bit more money.

by beth bellor
卡塔尔世界杯常规比赛时间 research

winter doldrums didn’t seem to affect the tax and accounting profession, which saw several sectors hit new hiring highs in february.

elsewhere in the nation, total nonfarm payroll employment increased by 275,000 in february, nudging the unemployment rate up to 3.9 percent. professional and business services saw little change for the month.

more: accounting hiring hits another high | staff wages hit record high | despite staffing crunch, firms freeze pay raises | tax & accounting firms grow for 9th straight month | tax & accounting profession grows, but wages don’t | tax and accounting pay advancing at 5.9% pace | accounting jobs up 4% for year
exclusively for pro members. log in here or 2022世界杯足球排名 today.

overall accounting profession employment at a record 1,163,600 was up 1,000 or 0.1 percent for the month and 29,600 or 2.6 percent for the year. employees averaged 35.9 hours per week, down 6 minutes or 0.3 percent for the month but up 6 minutes or 0.3 percent for the year. their earnings hit a new high of $41.41, up 21 cents or 0.5 percent for the month and 34 cents or 0.8 percent for the year.
read more →

marketing & sales

five questions for grading prospects

remember, a list is not a pipeline.

by martin bissett
business development on a budget

so you’ve done all the work to get yourself composed and prepared to go out and generate new opportunities, find new business and new clients. now what? how will you know who to contact for the first step?

answer: your pipeline.

more: be clear about your roi proposition | keep business development going during busy season | walk the commitment walk | two steps toward mastering selling | thirteen ways to show commitment | clients can’t grow without you | seven mistakes in winning new fees | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet | don’t think of it as selling
exclusively for pro members. log in here or 2022世界杯足球排名 today.

many partners think they have a pipeline, but they don’t. what they actually have is just a list of prospects they’ve

met with,
would like to meet with or
have worked with in the past.

advisory & consulting

eight steps to putting back office support into place

includes details for the client operations manual.

by penny breslin
it’s not just the numbers

moving from compliance to reliance services is not an easy task. if you are feeling a bit overwhelmed at this point, that’s okay. however, the joy of offering back office support (bos) services and working closely with clients to help them meet their goals is well worth the effort. having a strong team, clear procedures and technology that works for you are the building blocks that allow you to succeed in this endeavor.

more: after you check your cybersecurity, help others | cover these five areas of information security | three examples: pricing your bos value add | use timesheets for productivity, not billing | revisit your back office support procedures | federated search: what it is, why it matters | accounting tech tools to minimize your pain | do your apps play well with others? | it’s ok to have favorite clients | ten questions for teamwork | yes, you can be an outsourcer
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the next layer is the clients – meeting with them, working with them and setting up the procedures to ensure that you are truly their advisor. when you carefully select your clients, take the time to understand their needs and goals, and hold them to a paperless work environment, both your team and clients will reap the rewards.
read more →

audit & assurance

five crucial attributes for successful audit leadership

as cpas, we exercise due professional care in all we do. when we perform audits, the bar is higher.

by alan anderson, cpa
transforming audit for the future

in my work with auditors around the country, and as i’ve thought about where audit is headed, i’ve developed a framework of five key attributes of successful leadership for audit. if we focus on these five attributes, i truly believe we can transform audit from the checklist exercise that it’s becoming into a service that genuinely adds value to our clients.

more: traditional audits don’t deserve premium billing | four basic understandings every auditor must master | put the ethics code to work for your clients and your firm | turning audit & accounting into assurance & advisory | wanted: great audit mentors | is audit in crisis because of definitions? | stop sending the wrong message to audit teams | closing the audit expectations gap
exclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s look at each of these five crucial attributes of successful audit leadership:

charts & graphs

tax pros handle 46.4% of e-filing

the happy news for taxpayers: refunds are up.

by beth bellor
卡塔尔世界杯常规比赛时间 research

the tax deadline, as most americans define it, is drawing closer, and the country’s tax pros are gaining about 2 percentage points a week in market share of tax filings. go, accountants!

more: tax refunds, tax pro market share trending up | refunds up as tax pros tackle 41.5% of e-filings | tax pros handle 37.7% of e-filings | tax pros file 33% of early returns
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the internal revenue service had received 54 million individual income tax returns, down 1.7 percent, as of march 1, the latest data available. it had processed 53.2 million returns, down 2 percent from one year ago. the 2024 season has been seven days shorter than the 2023 season because of a later start date.
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