1878 search results for "busy season" or "tax season"

when board service gets tricky

by

businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women present

keep the totality of the relationships in mind.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i am on the board of directors and am treasurer of a not-for-profit organization. one of the board members is an officer of a commercial bank where we have our accounts.

more: yes, you have to share work papers | hiring experience vs. training inexperience | a friendly chat or a billable discussion? | when selling a firm to staffers is tricky | courting a client? don’t give too much away for free | nine tips for a healthier tax season | fifteen strategies for first-time supervisors | measure knowledge gaps (then close them) | should you offer financial services? | ready to retire? selling your practice is no strategy | 20 things you need for a business valuation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the organization wants to get a one-year cd with some excess funds they have. it turns out that the interest rate is less than half of what we could get from a local savings bank. i suggested that we open the cd in the savings bank and the bank officer got very agitated and threatened to cut off the bank’s support of the organization if we did not keep the funds in his bank.
read more →

what accountants can learn from t-ball

by

chaotic, crazy, and utterly joyful.

t-ball in new mexico (photo: liz farr)

by liz farr, cpa

i’ve been spending a chunk of time lately watching my grandson’s t-ball games. and i’m loving the rules – or, more accurately—the lack of rules they follow in this league.

more liz farr: jody grunden: subscription pricing is a game changer | loren fogelman: stop undercharging and start being client-centered | brannon poe: grow your business by preparing to let it go | dawn brolin says grow your firm by shrinking it | nicole davis & jw davis show how to create your own pipeline | chase birky builds the anti-cpa firm | what kind of leader are you? | jason blumer & julie shipp: move leaders out of client service |

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

no one keeps score. there are no outs. everyone gets a chance to whack a baseball off the three-foot tee as far as they can. when everyone on the team has had a chance to bat, the inning is over.  the last batter and all the kids on base run around the bases to home, and the other team goes up to bat. two innings, and the game is over.

i love it. it’s chaotic, crazy, and utterly joyful.

read more →

three ways to follow up with prospects

by

young businessman on phone with colorful world map background

this is the key to 98 percent of your sales.

by sandi leyva
the complete guide to marketing for tax & accounting firms

it seems there are hundreds of questions swirling around how to follow up with prospects.

more: are you throwing away profits? | want to close a deal? set a deadline | five business development mistakes to avoid | how to leverage chatgpt during this crazy tax season | eight steps to getting started with ai: a guide for tax professionals | you don’t have a time problem | three money leaks and how to plug them | eleven ways to serve clients even better | eight ways to build busy-season stamina | make your prospect kit stand out | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the raw truth is that very few people follow up at all. on average, only 2 percent of people buy on the first contact with a vendor.

so if you’re not following up, you’re walking away from 98 percent of your sales.
read more →

jody grunden: subscription pricing is a game changer

by

get rid of the noise of hourly billing and create value.

this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version becomes available in a few days everywhere you get your podcasts.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
part 1 of a two-part episode.
with liz farr

for over a decade, jody grunden, cpa, has been doing things that many firms are just now discovering. summit virtual cfo (now part of anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual cfo services or, in today’s parlance, cas 2.0 services. he’s also the one you might spot at accounting conferences in his signature tommy bahama shirts instead of a suit and tie, not quite what you might expect from the leader of a $10 million firm.

jody grunden, coming in part 2, june 27: be different. make more money
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

grunden, the partner and co-founder of summit virtual cfo, got his start as a thought leader and virtual cfo (as well as his signature wardrobe) when he was invited to speak at a conference in new orleans. at the conference, he used an easel and pad of paper to walk a roomful of successful creative agency owners through the way they made money and how their decisions impacted the bottom line. he is the author of the best-selling building the virtual cfo firm in the cloud.

read more →

yes, you have to share work papers

by

“we all get stuck like this.”

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: a longtime business client who owed me a large balance for unpaid fees sent a letter dropping me. he then wrote me a letter requesting me to send “his” papers to his new accountant.

more: hiring experience vs. training inexperience | eleven ways new staffers can help bring in business | busy season is over, so it’s time for some resolutions | want to merge? six steps to take | how to start providing family office services | every accounting firm needs quality control | no one listens to you? change how you talk | 47 types of business valuation to provide | thirteen things to consider before you sell your practice
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

can i insist on being paid first or do i have to send the papers? i made some notes on a worksheet adjusting his numbers that went on the tax return. do i have to send this also and if so, do i have to write these up in proper journal entry form?
read more →

are you throwing away profits?

by

$50 bills in a wastebasket

nine things to stop doing today.

by sandi leyva
the complete guide to marketing for tax & accounting firms

a critical measure for accountants – whether they bill either by the hour or a fixed price – is the amount they bill clients each month. as anxious as many accountants are to raise their revenues, their daily activity often sabotages that goal with the same common billing mistakes.

more: want to close a deal? set a deadline | how mindset affects your marketing | how to use chatgpt to create images | how to leverage chatgpt during this crazy tax season | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing | eight steps to getting started with ai: a guide for tax professionals | how to weather any economic storm | leverage your strengths to beat stress | you don’t have a time problem | are you crossing off your business bucket list? | three money leaks and how to plug them
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

here’s a checklist so you can compare your behavior with the list. i’ll give some tips on how to break the bad habit, and the rest will be up to you.

read more →

accounting arc: busting the big 4 myth

by

the realities and opportunities beyond big 4 firms.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere

accounting arc 
with donny shimamoto, liz mason, and byron patrick
center for accounting transformation

the latest episode of accounting arc, “busting the big 4 myth,” offers various perspectives on careers in accounting. 

more: 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 |

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

hosts donny shimamoto, cpa, citp, cgma; byron patrick, cpa, citp, cgma; and liz mason, cpa, share their unique experiences, challenging the notion that success in accounting is synonymous with working for one of the big four firms. 

read more →

accounting needs a ‘rethink’ not a ‘rebrand’

by

two women talking while seated at a table

your value is in the knowledge you have and the relationships and trust you’ve built.

by seth fineberg
at large

the field of accounting, and being an accountant, is challenged on many sides – none more so than the very act of being an accountant. in short, given the demand for new services and the growth in automation for nearly all “tasks,” what does accounting or being an accountant mean anymore?

more: big change comes with deep reflection | three ways to raise the bar for your business | randy crabtree: stress management for overworked accountants | tax chat: eric green reveals the tax rep guide to tax season  | it’s time to do the uncomfortable  | three ways to improve next tax season  | meet basis, the new ai bookkeeper on the block | is this when accountants start taking freshbooks seriously?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

let’s be clear: accounting’s literal and metaphorical face is, and needs to be, changing if it is to grow and thrive. this, however, isn’t necessarily a bad thing. but, as we well know, change is not easy or quick. what should encourage accounting professionals is that at this very moment in time, they have the ability to have a say in what accounting, and being an accountant, actually is and could be.
read more →