{"id":56461,"date":"2018-11-12t00:12:25","date_gmt":"2018-11-12t05:12:25","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?post_type=product&p=56461"},"modified":"2024-02-08t22:43:18","modified_gmt":"2024-02-09t03:43:18","slug":"fs18rel","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/fs18rel\/","title":{"rendered":"the relentless cpa"},"content":{"rendered":"

foreword<\/h2>\n

(why you should read this book)<\/h3>\n
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stitely<\/figcaption><\/figure>\n

read this book because you\u2019re tired of 14-hour days during tax season.<\/p>\n

read this book because you\u2019re done having your work schedule determined by the client screaming the loudest.<\/p>\n

read this book because the days of extending half your clients\u2019 tax returns are over.<\/p>\n

read this book because you intend to be in business five years from now.<\/p>\n

for years, i\u2019ve written angry-man blogs flogging cpas and tax preparers for not treating their practices as businesses. i coined the term \u201cruthlessly efficient workflow management\u201d to promote the marriage of project management and delegation. i ridiculed consultants who believe you can fight commoditization by jawboning clients into paying premium prices for harry homeowner tax returns. i\u2019ve been a mean, sarcastic man.<\/p>\n

and i have failed you. i didn\u2019t realize my failure as a result of charles manson tagging me in a facebook post, \u201cfrank stitely is wrong about project management. like and share this post.\u201d that was just a bad dream. i hope. i turned down his friend request to be safe. no, i realized my failure from trying to help firms improve their project management.<\/p>\n

these firms all saw the value of efficient project management.<\/p>\n

they saw the value of including clients in their workflow processes.<\/p>\n

they saw the value of preparing for the future.<\/p>\n

but i might have had better success teaching trout to sing the national anthem.<\/p>\n

does my failure mean i\u2019m going to be less sarcastic and mean? certainly not. as popeye said, \u201ci yam what i yam.\u201d but now, i understand why firms fail to change and improve. firm leaders are not blind or incompetent. they are trout singing the national anthem. they are experienced tax preparers, but they\u2019re woefully inexperienced at running efficient businesses. they got into the business to provide incredible service to clients, but now they\u2019re trout standing on the yankee stadium turf waiting to sing before the game. the cpa biz changed, and they\u2019re now fish out of water.<\/p>\n

success no longer depends on dutifully data-entering w-2s and 1099s into solo workstations. turbotax killed that market. success now means managing thinning profit margins on more complex returns. success means harnessing electronic data flows in the cloud. success means providing a great client experience \u2013 maybe not on a disney world level, but certainly way above what we provided 20 years ago.<\/p>\n

so, i apologize for not understanding. i promise to start at the very beginning. i also promise to drop the trout analogy.<\/p>\n

\u2013 frank stitely, cpa, cva, traffic cop,\u00a0and reviewer of other people\u2019s tax returns.
\n<\/em>stitely & karstetter, cpas<\/a>\u00a0|\u00a0clarity practice management<\/a><\/em><\/p>\n

 <\/p>\n

contents<\/h2>\n

foreword<\/p>\n

prequel \u2013 easy answers<\/p>\n

chapter 1: the case for effective project management<\/p>\n

chapter 2: what is a project?<\/p>\n

chapter 3: defining project workflow and statuses<\/p>\n

chapter 4: managing people, the heart of effective project management<\/p>\n

chapter 5: your role as ceo<\/p>\n

chapter 6: driving profitability and client retention with effective project management<\/p>\n

chapter 7: implementing effective project management<\/p>\n

chapter 8: thriving as a 21st century firm using effective project management<\/p>\n

afterword \u2013 debunking the demise of the cpa firm<\/p>\n

appendix \u2013 checklists<\/p>\n

 <\/p>\n

about the author<\/h2>\n

frank stitely, cpa, cva,<\/strong> is the managing member of\u00a0stitely & karstetter cpas<\/a>\u00a0in chantilly, va., and leader of\u00a0clarity practice management<\/a>.<\/p>\n

he graduated summa cum laude from clarion university and received the elijah watt sells certificate in recognition of his performance on the cpa exam. his professional affiliations include: the american institute of certified public accountants, virginia society of certified public accountants, president of the association of professional accounting software consultants, member of the sage software small business certified consultants’ steering committee, member of the national association of certified valuation analysts, chair of the audit committee on the board of directors for christian relief services, maryland society of accountants, and the national society of tax professionals.<\/p>\n

 <\/p>\n

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look inside: free preview of sample pages<\/a><\/span><\/figcaption><\/figure>\n