management
effective communications in the age of covid
lazy shortcuts undermine your path to success.
by steven e. sacks
the new fundamentals
start marketing now for next season
no, it’s not too early to begin planning.
by ed mendlowitz
tax season opportunity guide
nine keys to success and growth
put them to work for you.
by ed mendlowitz
tax season opportunity guide
3 questions for determining your value
how necessary are you?
by ed mendlowitz
tax season opportunity guide
ask this before clients do
plus some suggested answers.
by ed mendlowitz
tax season opportunity guide
5 steps for tax season success
apply consistency to service, processes and standards.
by ed mendlowitz
tax season opportunity guide
3 steps to tax season happiness
you’re a role model whether you realize it or not.
by ed mendlowitz
tax season opportunity guide
not the managing partner, but still a ‘managing’ partner
not managing the whole firm is no excuse for not polishing management skills.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: i am a partner in a multipartner firm and have no firm management responsibilities, rather i manage a large book of business and while i do not bring in much new business (i don’t have time) i get substantial additional consulting services from existing clients and my realization rate is highest in the firm.
more practice doctor q&a: 34 ways to make more money | how to know everything | the six rules to get the most out of cpe | everyone needs strategic planning | 19 ways to stop wasting reviewer time | no go on pro bono | why your clients need annual minutes – and how you can help | how much overhead is too much?
but yet you told me i should attend at least one daylong practice management program a year. why?
read more →
what makes a successful strategic plan?
facing the monster issues.
by august aquila
creating the effective partnership
during the next several months, firms will be meeting to develop a strategic plan for the coming year or two. it’s a summer ritual for many firms.
more for pro members: 24 points for after the deal is done | innovate or die | 3 ways to halt a poor leader | partners love, hate leadership | 8 questions that staff ask in a merger | the 4 best ways to use your senior partners | 11 steps to building a better partnership team
however, the plans that are usually developed don’t address the real issues that firms are facing.
a client recently asked me, “what can we do to develop an effective strategic plan?” i’m not sure if he liked the answer or not. i am still waiting to hear if my proposal was accepted. let me share with you what i said to him.
9 key elements for growth, success
put them to work for you.
by ed mendlowitz
tax season opportunity guide
what is needed for growth and success?
more on tax season: six directions for your life and your business | how to think like an entrepreneur | 40 other services your tax clients should know about | eliminate tax season excuses | 16 qualities of a good tax season client | small tax season leaks can cause great damage | when ‘quick and easy’ tax season research isn’t | 11 clear client instructions to make your tax season easier | have fun this tax season
all these elements are essential:
read more →
six directions for your life and your business
by ed mendlowitz
tax season opportunity guide
is your practice satisfying?
more on tax season: how to think like an entrepreneur | imagine starting with a clean slate | two questions to ask yourself – before clients or staff do | 40 other services your tax clients should know about | eliminate tax season excuses | 16 qualities of a good tax season client | 5 ways thorough beats sloppy in tax season | when ‘quick and easy’ tax season research isn’t | consistency simplifies tax season
do you like it the way it is, or do you want it to develop and grow? some people like the way things are and don’t care about change.
read more →
how to think like an entrepreneur
by ed mendlowitz
tax season opportunity guide
accountants and tax practitioners are entrepreneurs. this means their practice needs to be run as a business with sound business decisions being made.
more on tax season: imagine starting with a clean slate | know your value | 41 checkpoints for business tax returns | 40 other services your tax clients should know about | top 12 tax return preparation errors
these decisions need to be made in the context of
- growing the business,
- adding processes and controls and
- making greater profit
1. do you consider yourself an entrepreneur? read more →