survey: confronting coronavirus chaos
preparing for the new paradigm of economic and medical realities.
by 卡塔尔世界杯常规比赛时间 research
the four things you can expect: none of them good.
covid-19
go remote with this app you already own [#wfh]
how to leverage microsoft teams for work-from-home staffers.
by john higgins
cpa crossings
today, when tax and accounting firms are going remote, whether we want it or not, whether we’ve planned for it or not, it’s good to know that most of us already have a tool that’s ready to go.
the top portable monitors for working from home
what field auditors can teach us about working remotely under coronavirus conditions.
by roman h. kepczyk
quantum of paperless
the advent of today’s audit “document container” applications has transitioned every aspect of audit production into a digital format. but the equipment auditors have been adopting in the field is now painfully relevant with new coronavirus work-at-home mandates. we can apply a few lessons today.
more coronavirus crisis coverage here
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the key to successfully using these engagement applications is to make sure your personnel have the optimal equipment with them to work digitally. this includes multiple monitors, image capture equipment and remote communications capabilities.
read more →
why process is key to remote work
it benefits not only clients, but your team.
by jody grunden
with the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.
more: when the irs and fbi come knocking | cyber security at a virtual cpa firm | top tech choices for the virtual firm | keeping the right people on the bus | how to run effective leadership team meetings | disc helps remote team work together effectively
creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. process helps streamline things, reduces confusion and makes your team more efficient and productive.
read more →
tax pro irs filings lag by 532,000
self-prepared up by 5 million.
busy season barometer:
bracing for the coronavirus recession
join the survey. get the facts.
by beth bellor
in these turbulent times, leaders must lead!
six things you needed to start doing yesterday.
by allan koltin
in the face of this unprecedented global pandemic, leaders must lead! we need to fill our days with talking to our people, clients, and our families and engaging them in the reality of the situation while at the same time stressing the positive things going on.
related: all 卡塔尔世界杯常规比赛时间 special coronavirus coverage
i was on a call this morning with a client and i was sharing how wonderful it was to have all three kids back home (they would have been studying abroad, at college, or going to high school) and how nice it was to have family dinners together again. i was also sharing the positives with the kids that their grandparents were healthy, safe, and getting calls from so many family members and how important this was to them. as i was walking the dogs this morning it occurred to me that i heard birds chirping and that i had been “so busy being busy” for the past four decades that beautiful sounds like this or the smell of the morning air were never on my mind. at a deeper level, and to equate it to a sporting event, i feel like the proverbial “scoreboard” has malfunctioned and there is now a new way to keep score, and it is becoming the new normal.
how to think straight through the coronavirus crisis
setting priorities in uncertain times.
by sandi leyva
the accountant’s accelerator
with the coronavirus crisis coming on top of tax season, the next few weeks may be the most challenging we’ve ever faced.
more on small-firm growth strategies: tech tools for working through the coronavirus | 7 tips to keep the clients you have | 5 mistakes to avoid when seeking new clients | is your client newsletter stuck in the 1990s? | do you know your cac number? | change overload: 5 simple coping strategie
under these conditions, it’s hard for many to figure out what to work on next because there is so much work to be done. it’s easy to lose focus and end up working on unprofitable, yet urgent tasks. that’s not to say we put profit before people. but without profit, we can’t take care of our people.
read more →
coronavirus culture-shift hits accounting firms
transitioning to a virtual firm requires more than the right technology: it requires new thinking about how your firm works.
by jess coburn
applied innovations
as the coronavirus situation intensifies, it is becoming more and more apparent that we must become increasingly flexible and innovative in how we approach our day-to-day lives. nowhere is it more evident than in how we run our tax and accounting firms.
more coronavirus: how to sanitize electronics against covid-19 with uv light | working remotely shouldn’t mean feeling isolated | planning for the coronavirus recession | tax season turns ugly under coronavirus | 16 tech tools for working through the coronavirus | coronavirus rattles tax season
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the coronavirus crisis requires a total re-evaluation of how we conduct our business. for those firms with employees – as opposed to sole practitioners – it is critical to consider going fully remote during this time. it makes sense from a health standpoint and also from a business survival perspective. it’s important for employees to remain healthy and to be able to conduct work, especially during these busy times which involve tax filing deadlines and inevitable extensions.
it’s also important to recognize that families are being impacted due to school and daycare closures, requiring employees to be at home to care for them.
all of that said, the move to a fully remote status requires a culture shift. for many cpa firms and other professional services organizations, this is a major adjustment. read more →
working remotely shouldn’t mean feeling isolated
four practical approaches to virtual leadership.
by steven e. sacks
the concept of “teams” has become more central to operating remotely or “virtually.” among the challenges have been time zones, language barriers, cultural differences and various work attitudes.
more: getting and keeping the best: the struggle continues | 4 ways to boost job satisfaction | have you gauged your staff’s enthusiasm? | retention starts with the hiring interview
the more virtual teams become ingrained in the business landscape, the more necessary it becomes to apply effective and innovative leadership with a clear focus on identifying, prioritizing and achieving strategic goals.
read more →
tax season turns ugly under coronavirus
early optimism turns to fear and dismay as the covid-19 crisis spreads.
busy season barometer:
how does this year’s busy season compare to last year’s?
better, worse, or about the same?
by 卡塔尔世界杯常规比赛时间 research
whether the covid-19 panic is much ado about nothing or not enough being done about something, america’s tax and accounting practitioners are already seeing their early-season optimism shift into a mid-season nosedive.
more on tax season 2020: tech tools for working through the coronavirus | what’s not to like about tax season? | why ‘tick and tie’ needs to die | lessons from the trenches of tax season | coronavirus rattles tax season | tax season funnies: the ‘service’ in irs | can your reviewers answer these 10 questions? | top tech choices for the virtual firm |
the 卡塔尔世界杯常规比赛时间 2020 busy season barometer has been fielding responses since early january. and, for a while, things looked good. until the end of february, early respondents generally saw their season moving along swimmingly, the economy booming, clients doing well, families hunky-dory. this year was going to be so much better than last year.
that was then. this is now. read more →
16 tech tools for working through the coronavirus
the apps and platforms we use, and why.
by sandi leyva
maybe you were thinking about taking your practice virtual sometime in the future. but with the novel coronavirus, the future is now. we’re lucky we’re in a profession where we can deliver our services virtually.
more tech for the coronavirus crisis: three tech solutions for protecting client data | top tech choices for the virtual firm | 5 questions to evaluate new tech tools | innovate for the right reasons | how to leverage app technology for streamlined services | cyber security at a virtual cpa firm | how core values affect remote work culture | the hidden costs of running a virtual cpa firm
our office became fully virtual in july 2019. meanwhile, here are the main 16 tools we use, sorted into 11 categories:
- appointment-setting
- conferencing
- data collection
- client portal
- shopping cart
- client emails
- customer support
- task management
- employee messaging
- phone calls
- cloud storage
note, some vendors are offering free services for the pandemic. now i’ll tell you exactly what we’re using and why…
three tech solutions for protecting client data
you’ll be happy you already have these when the irs and fbi come knocking
by jody grunden
have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens!
more: cyber security at a virtual cpa firm | innovate for the right reasons | creative perks for remote employees | 10 interview questions for unlocking true potential | toss the org chart for an accountability chart
we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server.
read more →
coronavirus rattles tax season
can you turn a crisis into an opportunity?
the 卡塔尔世界杯常规比赛时间 busy season barometer
benchmarks, trends & analysis
join the survey. get the results.
by 卡塔尔世界杯常规比赛时间 research
coronavirus—covid-19—is coming. don’t imagine it won’t reach your community. it will. and even if you manage to keep it out of your office, and even if its lethality is less than the flu, just the threat of covid-19 is already impacting many tax and accounting firms.
how accountants are preparing for the worst:
- do you have the portals, web-based apps, and cloud accounts necessary for staff to work from home? have you tested them? maybe you should have an everybody-works-from-home-day drill.
- do you have policies and procedures in place for home-based work?
- do individual staff have plans for caring for their family without disrupting work?
- have you prepared clients for the possibility of electronic delivery of data and documentation? do they understand what to do?
- are you ready to request filing extensions due to staff or client illness or local quarantine?
- have you established sanitation procedures for your office?
- do you have a vision of the worst-case scenario? this could include a) long-term quarantines of your office, other businesses, and all clients, b) widespread illness and absence of staff, c) general economic downturn, d) interruptions in cash flow, e) slower than usual responses from the irs, and f) well…what else can go wrong?
the 卡塔尔世界杯常规比赛时间 busy season barometer has always asked a variety of poignant questions about everything from the status of firms to the state of the economy. this is the first year, however, that it includes a question about disease. read more →