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

brannon poe: grow your business by preparing to let it go

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the two big metrics and 12 more takeaways.

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

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the disruptors
with liz farr

after helping people buy and sell accounting firms for years, brannon poe realized he was sitting on a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” he’s leveraged those insights into a coaching program for accountants (accounting practice academy) and several books. his latest book, prepare your cpa firm for sale, describes the process of transforming a firm into one that buyers willingly pay top dollar for.

more podcasts and videos: dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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poe recommends that firm owners start planning for an eventual sale well before they’re ready to leave. “i think the biggest mistake that i see often is they don’t do any planning,” poe says. starting the planning process three to five years ahead gives firm owners time to change things, including getting alignment on the timetable and price with other partners, which may be a tricky issue.

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geni whitehouse: conquer client communication chaos

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with seth fineberg
卡塔尔世界杯常规比赛时间 research

geni whitehouse, cpa.citp, the “countess of communication” for brotemarkle, davis & co., llp (bdco), says you must meet your clients where they are and understand their personalities to better communicate with them.

doing so, she says, will provide the ultimate value for your clients.

more whitehouse: geni whitehouse: unlock your accountant super powers

in this episode of tax chat, whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, workflows, and shared files. whitehouse highlights the need to tailor communication methods to meet client preferences and leverage new tools and technologies to provide interactive and insightful financial information. she also explores the crucial role of communication in tax consulting and accounting, emphasizing the need for empathy, understanding, and adaptability in addressing clients’ needs.

6 more takeaways:

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hiring experience vs. training inexperience

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young woman in job interview

invest your mentoring time where it matters most.

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

question: we were looking for an additional experienced person since september and hired someone with five years experience in mid-november, but she said she couldn’t start until january. she said she had work she had to finish up.

more: eleven ways new staffers can help bring in business | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better | three ways to start an accounting practice | free consultation? not always | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
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two days before christmas she called to tell me her firm made her a “better” offer and she decided to stay there. it meant we had to enter busy season short a person. this seems to happen a lot. what do you suggest?
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eleven ways new staffers can help bring in business

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confident businesswoman handing man a business card in networking session

look for additional service areas as well.

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

question: as a young staff accountant, how can i bring in new business and clients?

more: should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better | three ways to start an accounting practice | free consultation? not always | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

response: you shouldn’t be as concerned about bringing in business as you should be about planting seeds to be able to bring in business in the future.

eleven points worth considering:
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disruptors: dawn brolin says grow your firm by shrinking it

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make life at work better for yourself, your team, and your clients.

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the disruptors
with liz farr

dawn brolin, cpa, cfe, intentionally shrank her firm, powerful accounting, from 11 to three team members, the opposite of the way most firms grow. she also drastically cut her client list, while nearly tripling her fees from a select group of just 19 clients.

“i decided i wanted to change my life,” brolin says. “i want to change my staff’s life. and i want to change the way my clients work with me where they weren’t worried about getting a bill because they called me and asked me a question.”  

more podcasts and videos: jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

part of that change in dawn’s life was her passion for coaching college softball, where she serves as the team’s designated motivator. because softball season overlaps with tax season, she leaves the office at 2 pm, five days a week. no one in her firm works more than 35 hours a week.  

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disruptors: nicole davis & jw davis show how to create your own pipeline

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change your business model, change your life.

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the disruptors
with liz farr

what would an accounting firm look like if you had never worked in public accounting? because nicole davis, cpa, and jw davis, a registered investment advisor, didn’t follow the traditional path to firm ownership. they reimagined what a firm could look like, starting from a blank canvas instead of the regimented, structured, paint-by-numbers design of traditional accounting firms.

more podcasts and videos: dawn brolin: grow your firm by shrinking it |jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

nicole is the founder and principal of butler-davis tax & accounting in the atlanta area, while jw is the ceo.

like many disruptor-led firms, jw explains that ”one of the really big things we focus on was work-life balance.” nicole adds, “if your culture is one of stress and long hours, then you really need to rethink your business model.”

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how a case of beer saved the u.s. financial system

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great businesses are formed by trusting others … even if they need a 24-pack to get there.

by frank stitely
the relentless cpa

you’ve probably heard of the 1929 stock market crash, black monday, the dotcom bubble and the great recession. all of these combined pale in comparison to what almost happened back in 1986. save for a case of miller lite, our financial world, as we know it, would not exist.

more: even with value pricing, time tracking matters and here’s why | end tax season meetings with clients…seriously | get clients to understand firm processes … or say goodbye | train now before it costs you down the road | keep clients from “balance due” shock | it’s ok to say no to clients (even the large ones) | you train your clients, whether you mean to or not | business owners face one of three exits
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

i landed this job not because of my fabulous accounting qualifications. i was a double major in economics/finance in college. i would have taken a job sniffing used toilet paper out of college with those academic credentials. i got the job solely from my relationship with paul karstetter, the second name in what eventually became stitely & karstetter, cpas.

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more big firms shut their doors to new college grads

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some 88.7% of top firms rate problem-solving skills among the most important criteria in hiring new college grads. technical skills rank fifth, at 67%. (nace)

firms that overhired in the covid-19 boom are now trimming their ranks.

by 卡塔尔世界杯常规比赛时间 research

despite widespread concerns in the profession about a talent shortage, the largest accounting firms in a new survey are cutting back on their hiring of new college accounting graduates by 16.1 percent this year.

more in staffing & recruiting: employee retention is easier than attraction | payroll leads job gains in tax & accounting sector |  disruptors: talent crisis? what talent crisis? |  letting staff go after tax season? bad idea |  firms culling clients as staffing woes persist | compensation’s up, but up enough to retain staff?

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

reflecting broader economic uncertainties and budgetary constraints, half of all the biggest firms surveyed are gearing down for a recession, marking a sharp turnaround from the hiring spree sparked by a global pandemic that forced industries across the globe into transformational change, often staffed and driven by the biggest accounting and consulting firms.

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