330 search results for mendlowitz

how can we keep new staff longer?

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four young happy office employeesregardless of your hire, there will be training involved.

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

question: i know you advocate hiring out of school, but that seems to present a danger when they leave after we have invested so much training them. what can be done to retain them longer, if that is possible?

more practice doctor q&a: how cpas provide a reference | what’s in a title? | managing partners should drop their book of business | what’s lousy, the client or your approach? | not the mp, still a ‘managing’ partner | checklist for running a practice | hate meeting people? try improv (no joke) | help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | how to sell your practice | when a client balks at necessary work
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11 questions to ask every tax client

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question marksan easy way to introduce clients to additional services.

by ed mendlowitz
how to build a stronger tax practice

many times we have important preliminary discussions when we obtain a client’s tax information.

more on marketing: why cpas are suited to financial planning | tax projections: how and why | how to raise client awareness of services
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skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.

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are accountants learning the wrong lessons?

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https://www.research.net/r/cpe16
tooling up for 2017: join the survey, get the results.

cpe choices fail to address the real keys to success.

by rick telberg
卡塔尔世界杯常规比赛时间 research

cpas are saying one thing and doing another. and the discrepancy bodes ill for the profession’s economic health.

more cpe trends:  cpe study finds six essential success factors for accounting firms  |  top trending specialty niches  |  busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

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

the survey on professional skills and the goals of accounting firms, being conducted with the ohio society of cpas and consultant michael ramos, is turning up a curious mismatch. it seems, at first blush, that cpas are studying for certain skills while reporting that something else is essential to their success.

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how cpas provide a reference

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ed mendlowitz cpa the practice doctor q and aincluding a sample letter.

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

question: i have been asked to provide a reference for a former controller of a former client.

more practice doctor q&a: what’s in a title? | when staff don’t want to supervise | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | i made partner, now what? | how to advise an executor | how much overhead is too much? | there’s more to growth than marketing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

should i do it?
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cpe study finds six essential success factors for accounting firms

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join the survey. get the updates.
how accountants plan for success, in their own words. join the survey. get the updates.

how accountants spell s-u-c-c-e-s-s with c-p-e.

tooling up for 2017
join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间 research

accounting firms are like people—each one has its own situation, its own problems, its own goals, and dreams. it’s no surprise, then, that when asked for the essential ingredient to achieving their goals this year, cpas offer a wide assortment of answers. but six topics emerge clearly as the most oft-cited.

https://www.research.net/r/cpe16
join the survey; get the results

more cpe trends:  top trending specialty niches  |  busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

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

the question is one of several put forth in an ongoing 卡塔尔世界杯常规比赛时间 survey being conducted in conjunction with the ohio society of cpas and consultant michael ramos. read more →

what’s in a title?

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plus a cautionary tale.

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

question: my top staff person wants a better title than manager, or senior manager. any suggestions?

more practice doctor q&a: when staff don’t want to supervise | the 44-point staff performance evaluation checklist | how to choose the right cpe | do you want to keep this employee? | how to know everything | i made partner, now what? | why gross is the method for pricing a practice | why more firms are trashing timesheets | make collecting easier

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

answer: in larger firms senior manager is one step below partner.
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why cpas are suited to financial planning

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older man and younger man in meetingyour potential clientele? everyone.

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

“financial planning services” is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. these services can be offered to existing clients or to clients engaging you for the specific service.

more on marketing: tax projections: how and why | add new revenues with tax prep follow-ups | marketing vs. selling: both must serve the client first | adopt a marketing mindset

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

with regard to tax services as the catalyst, the tax return is the roadmap of a client’s financial life. a keen observer can uncover many areas clients can be assisted with.
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cpe survey: top trending specialty niches

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join the survey. get the details
join the survey. get the details

the hottest topics: nfps, pfp, bv.

tooling up for 2017
join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间 research

the ongoing survey on professional development strategies, conducted in conjunction with the ohio society of cpas and consultant michael ramos, is asking in what areas accountants plan to beef up their capabilities this year. the survey touches on two dozen aspects of practice management and skill development. among them, the not-for-profit niche is emerging as the hottest specialty niche, followed by personal financial planning and business valuation.

https://www.research.net/r/cpe16
join the survey; get the results

more cpe trends:  busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

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

as might be expected, preliminary results are showing most efforts to be in the standard professional missions: accounting, financial statements, audits, and tax preparation. the survey is also asking about specific specialty skills. the results may be indicating the true scope of today’s—and tomorrow’s—accounting industry. every skill mentioned was being pursued by at least quite a few respondents. read more →

when staff accountants don’t want to supervise

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ed mendlowitz cpa the practice doctor q and ayou have 4 choices.

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

question: i have a key staff person who does not like supervising people. he says he can do everything faster and better than anyone else and doesn’t want to take the time to teach someone who, he says, won’t do it as well. he is a workhorse and spends anywhere from 50 to 60 hours a week all year round. what do i do?

more practice doctor q&a: managing partners should drop their book of business | what’s lousy, the client or your approach? | not the mp, still a ‘managing’ partner | checklist for running a practice | hate meeting people? try improv (no joke) | help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | how to sell your practice  |

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

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tax projections: how and why

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fountain pen on word "tax"make sure the client sees the value.

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

many accountants do tax projections. some clients get projections who should not, but there are many who do not, who should.

more on marketing: add new revenues with tax prep follow-ups | how to suggest more services | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset

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

here are some insights about preparing and charging for them… read more →

cpe trends: busy season ends but not the focus on taxes

by

merk
merk

practitioners gear up with business tax learning.

tooling up for 2017
join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间 research

busy season is all about taxes, but according to a survey underway by 卡塔尔世界杯常规比赛时间, the ohio society of cpas and consultant michael ramos, practitioners are by no means putting taxes away for the year.

https://www.research.net/r/cpe16
join the survey; get the results

more cpe trends:  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

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

apparently, it’s the constant evolution of tax laws and loopholes that keeps tax prep professionals busy all year. diane merk, at one of clark schaefer hackett’s offices in ohio and kentucky, says, “i only do tax work and structure my cpe to that area,” and she adds that this year she’ll be needing to focus on “ohio’s potential new changes in the taxable of pass-through entities.”

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the 44-point staff performance evaluation checklist

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ed mendlowitz cpa the practice doctor q and ahow well would you score?

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

question: do you have a staff evaluation checklist?

more practice doctor q&a: managing partners should drop their book of business | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | why this help wanted ad is all wrong | why credentials are worthwhile | i made partner, now what? | why gross is the method for pricing a practice

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

answer: i did not have a checklist of attributes that are looked at in evaluating staff performance, so i prepared one…
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