354 search results for stitely

the three best project management apps to control workflow

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working from home? these three apps can help you collaborate better with long-distance colleagues.

by beth ziesenis
app of the week

it’s probably no surprise that more than half of americans would prefer to work from home. fortunately, technology has progressed so rapidly since the 1980s that more than 80% of americans say their homes are properly prepared for home offices. (a pandemic forcing employees to work from home and companies to adequately prepare for remote employees didn’t hurt the cause, either.)

more apps of the week:  automate captions for videos | can’t read it now? save it for later | don’t lose precious memories: digitize old photos | track your mileage automatically | keep track of your subscriptions | capture testimonials to increase credibility | find an extra set of hands for time-consuming tasks | personalize communication and set yourself apart from competition | waiting to exhale (i.e., can april 19 hurry up?) |
see all: apps of the week here |
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however, keeping your entire team on the same page with regard to objectives, strategies, expectations and deadlines can be a chore. fortunately, there are lots of project management apps out there to help, but how do you know which one is best for you? here, i’ll highlight three of my favorites.

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control your time: avoid ambush meetings and calls

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how much time do you lose to pop-ins and unscheduled phone calls? get it back.

by frank stitely
the relentless cpa

ambush meetings and phone calls are unscheduled events. clients just walk in with a tax document and want to say, “hello.”

more: get clients to bring tax docs early…yes, early |you train your clients, whether you mean to or not | train your clients before they train you | why time tracking still matters | business owners face one of three exits | don’t let clients dictate tax workflow | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | easy ways to avoid ‘done but’ tax returns | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this morphs into, “quick question while i’m here. …” fifteen productive minutes escape your life, which is really 30 minutes when you consider the mental time you need to switch back to the task that was interrupted.
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ira rosenbloom: with m&a, nobody wants a fixer-upper

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buyers want sellers who invest in the long game.

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the disruptors
with liz farr
for 卡塔尔世界杯常规比赛时间

ira rosenbloom has been working in the m&a space for accounting firms for over a decade and says it’s a complicated and exciting time in the m&a space today. “we’re seeing a lot of things that make sense, and a lot of things that are frustrating because they make sense, and a lot of things that make no sense,” he said.

staffing problems on both sides are forcing buyers to be far more selective about the firms they consider buying.

see also: the seller’s guide to getting the best price for your firm

more: megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

today’s buyers are different in many ways than the sellers. first, rosenbloom explained, baby boomer sellers tend to like to talk to people, while the younger generations looking to buy firms are “more selective in their communication.” younger buyers tend to be more entrepreneurial, and “the more that the seller comes across as an entrepreneur, the more interested the buyer is going to be in what’s going on,” he added. buyers are also interested in firms making a break with old methodologies and sellers who “want to invest in the long game,” rosenbloom said.
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get clients to bring tax docs early … yes, early

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the secret? humor, sarcasm and shame.

by frank stitely
the relentless cpa

there are easy ways to get clients to do what we need them to do. in our office, we call the process “training” clients. one of our biggest headaches is the late delivery of tax materials. so, we train our clients to bring their tax documents in early.

more: you train your clients, whether you mean to or not | train your clients before they train you | why time tracking still matters | business owners face one of three exits | don’t let clients dictate tax workflow | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | easy ways to avoid ‘done but’ tax returns | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we accomplish this through a series of e-blasts explaining our deadlines. the e-blasts start in december, and we call them “countdown to tax season.” they cover much more than our deadlines for clients to provide business and personal income tax returns documents.

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you train your clients, whether you mean to or not

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if you schedule it, they will come. so … stop that now.

by frank stitely
the relentless cpa

as we all know, there is a definite cost involved in not training clients. let’s look at the training that’s occurring, whether you know it or not. it actually all boils down to timing.

more: train your clients before they train you | why time tracking still matters | business owners face one of three exits | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here is an example of my stupidity.

i met with a client who was a software company executive. he had been a client for a dozen years, and people don’t get much smarter than he is. he drove from alexandria, virginia, to chantilly, virginia, every year. the drive is 20 miles and might seem like a 30-minute trip, but in northern virginia, it’s more like an hour.
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train your clients before they train you

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taking unscheduled phone calls and meetings wrecks your bottom line and theirs.

by frank stitely
the relentless cpa

many of the behaviors you rationalize as good client service are just desperate measures to avoid losing bad clients.

more: why time tracking still matters | business owners face one of three exits | how small firms can win the talent wars | six ways to create a millennial-friendly firm | do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

however, clients are trainable – at least as trainable as jack russell terriers. that is to say they’re somewhat trainable. however, like jack russell terriers, you train clients or they’ll train you. somebody’s getting trained. here’s an example of how that works.
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clientele and revenues rising, but …

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… is expansion cutting into profits?

by 卡塔尔世界杯常规比赛时间 research

client rosters, revenue and profits all seem to be rising, according to the 卡塔尔世界杯常规比赛时间 busy season barometer – and rising more than expected.

more: should tax preparers be certified competent? | have no fear, april is here | survey: busy season looking good | on business outlook, cpas are confident … and concerned | tax pros offer advice for small businesses | busy season barometer finds many cpas in transition | more cpas see worsening economy | has early tax season optimism peaked?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most impressive, and curious, is the radical rise in numbers of clients. for 22 percent of respondents, clientele has expanded by more than 10 percent. another 43 percent have seen increases of 5 to 10 percent. only 13 percent have seen any significant decrease.
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