marketing must generate leads

…is that you can outsource a lot of your brand development to contractors or offshore labor. you don’t need to have branding types on your payroll. they are important, expensive…

tax & accounting industry shows signs of slowdown

…number of women working in payroll services. in this report, 卡塔尔世界杯常规比赛时间 highlights: current hiring trends in each of the bookkeeping, payroll, tax and cpa segments of the industry. average…

survey results: security and id theft emerge as top tax season worry

even as irs sees declines.

by rick telberg
卡塔尔世界杯常规比赛时间

the 卡塔尔世界杯常规比赛时间 busy season survey is turning up a disturbing finding, one that looks like it’s only going to get worse.  join the survey. get the answers

late and unprepared clients scored high, indicated by 41.6 percent of respondents. staffing issues, at 34 percent, was right up there, too. but the most common concern was security, privacy, and identity theft, checked off by 46.2 percent.

more on busy season: tax refunds up slightly   |   irs budget: penny-wise, pound-foolish   |   irs taxpayer advocate questions preparation of tax preparers   |   future state or future shock? irs watchdog warns of dubious irs plans   |

join the survey. get the results
join the survey. get the results.

tax season productivity hacks   |   tax filings data looking less squirrely   |   letting staff go after tax season   |  how to sell bundled tax services   |   survey results: who’s afraid of busy season 2017?   |   a little tax humor   |   tax return filings still lag, but pros hold 57% of market   |   checklist: 46 avoidable tax-filing errors – if clients only knew   |   survey results: practitioners bullish on busy season 2017   |   free instant download: sample fee schedule for 1040s   |   tax filings down, but irs blames the calendar   |   busy season 2017 gets off to strong start   |  2017 fee survey: price for non-itemized 1040s advances 6% to $176    |   the annual tax meeting is dead. clients killed it.   |   mandatory saturdays stir controversy 

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

it isn’t often that one category of concern reaches the mid-40s. in 2016, “clients late or unprepared” is the only one that’s consistently up there, ranging from a low of 47.3 in 2016 to 59.3 percent in 2010. but generally, the numbers for that category have been improving.

read more →

why job descriptions matter

portrait of businessman standing outdoors on stairsincludes criteria for promotion to the next level.

by marc rosenberg
on staffing

let’s address the four most common positions at a cpa firm: staff, senior, manager and partner.

more on staffing: generational differences: truth and fiction | the how and why of upward surveys | don’t underestimate communication with staff | why firms can’t afford not to develop women partners | 8 recruiting strategies: how many are you using? | 6 keys to advancement programs | guidelines for flexible work policies | staff need meaningful recognition | survey: 97% of leading firms now offer flexible work arrangements
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there is no such thing as a standard job description for these four positions. each firm must define them in ways that make sense for its specific situation. if ever there were job descriptions that should have flexibility built into them, most certainly they would be cpa firm positions because the expectations vary as much by the type of assignments they are given as by their title.
read more →

cpa firms post 5% growth rate

tax and accounting industry hits 1 million workers, capping more than 25 years of sometimes volatile expansion. shown: workforce in thousands, monthly, 1990-2016.

tax & accounting hiring trends for 2017:
join the survey, get the results 

by beth bellor
卡塔尔世界杯常规比赛时间

it’s still a great time to be an accountant, according to new 卡塔尔世界杯常规比赛时间 research. but watch the long-term trends carefully. all the gains are not always what they seem at first.

more on staffing: the 16 biggest #fails in delegation |  survey results: effective stay interviews for cpa firms |  survey: work-life balance: according to whom? |  new survey results: two ways your strategic plan can reduce turnover  |  managing partners’ favorite staffing strategies  |  new research: cpa firms hiring more, paying less  |  jobs report: hiring up. wages down.  |  the 12 reasons your staff hates your firm

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

year over year, cpa firm staffs are growing by 4.7 percent while payroll overall is increasing at a 4.6 percent rate. the number of tax preparation employees is falling, however, 12.5 percent for the latest month,  but up 3.2 percent for the year. women are making some large year-over-year gains as well – 4.8 percent at cpa firms and 12 percent at payroll services.

read more →

how to sell bundled tax services

flat fees relieve “clock watching.”

by ed mendlowitz
how to build a stronger tax practice

following are two sample engagement proposals for tax return preparation bundled with additional financial planning and business planning services.

more on marketing: how to prepare returns for a multiple-year non-filer | structuring partnership and buy-sell agreements | the 64-point business startup checklist | how to offer second opinions | how to offer employment compensation assistance | basic budgeting for clients | guiding heirs | 11 questions to ask every tax client | add new revenues with tax prep follow-ups | marketing vs. selling: both must serve the client first
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

letter 1:
read more →

checklist: 46 avoidable tax-filing errors – if clients only knew

tax season checklists: learn more

here’s a handy checklist to share with clients.

by ed mendlowitz
tax season checklists

taxes are hard enough without making avoidable errors. before clients file, they should double check to make sure they don’t make these errors. we often hand out this checklist to clients to avoid mistakes in advance.

  1. not signing the return (if you file paper copies)
  2. number transposition and spelling errors
  3. unchecked or unanswered questions
  4. entering incorrect or unpaid estimated tax payments
  5. missing pages in a paper filed return read more →

welcome to the subscription economy

laptop with "sign up" on screenwhat it is and why it’s popular.

by sandi leyva and michelle long
acceleratorlibrary.com

we’re going to be speaking about subscription economy, which is new to a lot of us.

more small firm growth strategies: ed kless on factors affecting price sensitivity | your time has no inherent value | four tools for a millionaire mindset | reconnect with your why | use payroll to grow client retention | 3 ways to work less and earn more | what to do when a client doesn’t pay | how to handle price sensitivity | how to find hidden money for your clients | how small firms can use value pricing | 3 killer lead generation channels | need more business? focus on referrals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

our guest for this discussion about subscription-based models is raj sabhlok, president of zoho corp.
read more →

five emerging trends for today’s savvy accountant

what are your new year’s resolutions?

by sandi leyva

as accountants, our daily work is full of to-the-penny details that keep us focused on transactions, charts, data, and numbers all day long.  we have to be good at the details to be in our industry.  but we also need to be able to move from the trees to the forest and see the big picture. 

more:  why offering packages can catapult your revenue  |  four tools for a millionaire mindset  |  pssst, want out of compliance?    |  when to turn over client data files  |   5 quick steps to getting organized

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

it’s such an exciting time to be an accountant.  not only are they making cool movies about us, we are seeing so many exciting and productive changes that we can benefit from.  here are some sweeping trends and how to measure how your firm stacks up.  read more →

2017 fee survey: price for non-itemized 1040s advances 6% to $176

national average fees for itemized form 1040 with schedule a and a state tax return. source: nsa

but some other prices are down.

next question: who’s succeeding with value pricing? 
join the survey; get the answer.

by 卡塔尔世界杯常规比赛时间

the average fee for a professional to prepare and submit a form 1040 and state return with no itemized deductions will be $176 this year, according to a biennial survey conducted by the national society of accountants. the figure represents a gain of about 16 percent since the last survey in 2015.

more on pricing, fees & billing rates:  why offering packages can catapult your revenue  |  new survey finds widespread rate hikes in tax & accounting firms  |  client retention drives today’s pricing strategies  |  chaos in tax & accounting pricing  | tax & accounting firms wrestle fewer price increases from clients

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

compared to two years ago, some prices rose and others dropped – a clear signal of volatility and pressure in the market. surveyed firms expected to increase their accounting service fees by an average of 6.1% in 2017, up from an actual increase of 5.3% in 2016.

read more →

the 64-point business startup checklist

multiple question markshelp your clients find answers to questions they never knew to ask.

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

many clients start small businesses and some grow into big businesses. anyone starting a business needs assistance at the beginning from an accountant on choosing an entity, determining the initial capitalization, getting an identification number and setting up the books.

more on marketing: 15 points to buying or selling a business | yes, accountants can perform conflict resolution | how to counsel on retirement planning | offering second marriage assistance | what you need to start a financial planning discussion | tax projections: how and why
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

services also related in this area are buying a franchise, entering into a partnership and structuring investments. all proposed transactions by clients should be reviewed by an accountant for the tax consequences of such activities.
read more →