wfh

learning to love video calls

by

four people on each side of a videoconferencetake the pain out of online meetings with weekly updates.

by jody grunden
building the virtual cfo firm in the cloud

if you’re the type of person who cringes at the thought of “another meeting,” i’m here to tell you, you’ve got to get over it. when you work with and for your clients remotely, you simply have to embrace meetings.

more: try an accountability chart instead | give your leadership team time to lead | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not only do meetings become the foundation of every relationship within your company, but they are the stimulus for where the work gets done.

read more →

do you have the right people?

by

two partners celebrating business success outsidehow core values affect remote work culture.

by jody grunden
building the virtual cfo firm in the cloud

a company’s core values are the cornerstone of its culture, and people are the biggest asset a company can have.

more: hate billing? use a different method | protect client files from cyberthreats | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to profit with workflow apps | cyber security at a virtual cpa firm | top tech choices for the virtual firm | how to run effective leadership team meetings | toss the org chart for an accountability chart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

defining your core values and hiring the right people is essential for the success of your business.
read more →

effective communications in the age of covid

by

misunderstandings and shortcuts in the workplace can create a hostile and stressful environment.

by steven e. sacks
the new fundamentals

with more people using mobile devices for communication shortcuts, are we facing troublesome challenges in speaking in a recognizable language in the u.s.?

more: why proper communication is critical | syncing up for the covid era | the new covid-19 workplace: are you prepared? | how to create effective internal communications | profit is not a mission | confronting leadership: not such a bad thing | new opportunities for a ‘new normal’ | is trust elusive?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while it may be convenient for some, for others it leaves them scratching their heads. i am not seeking to be a public scold. however, if you want your communication to be effective, then understand your audience, situation, and topic.

this is especially relevant with teams working virtually, and at a distance, in the age of covid.
read more →

when covid ‘got real’

by

tax season turns into ‘advisory season,’ and a whole new niche is born.

^ click to play

by 卡塔尔世界杯常规比赛时间 research

gabrielle luoma, long one of the profession’s leading innovators, says the future under covid-19 belongs to the quick and the smart, in this exclusive video interview with 卡塔尔世界杯常规比赛时间. firms will need to deploy new services to attract new clients who may have not realized that they needed a firm like yours but now do.

more covid conversations: the covid outlook with darren root and joel hughes: a long, slow climb back to recovery | steven sacks: covid crisis management | jean caragher: how to fight ‘fear’ and ‘insecurity’ | sarah dobek: learning how to operate in the new normal | august aquila: what comes next? | jody grunden: covid and client communications | andrew argue: on a mission | martin bissett: covid slams u.k. accountants, too | bill reeb: separating the winners and losers |

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

^ play or download the podcast version

in this conversation, luoma talks about what’s going on in the business, what’s going on with tax season, and what the future holds for cpa firms and the clients of cpa firms.

speaking from her base in tucson, ariz., the ceo of mod ventures is bringing some of her dna to regional powerhouse beach fleischman through a joint venture.

we started by asking about “when it got real?”

she responds, “we truly are affected by the whole world. we have clients in new york. things changed for them rather quickly. and when they started changing, we started realizing, ‘oh, my goodness, we’re going to have to really buckle down.’ in arizona, we started seeing shutdowns mid-march. that’s when things really got real for us because then we started seeing that the businesses that we work with on a regular basis – we’re outsourced accounting, so we work with clients weekly, – we knew that we could be in trouble. we started working really hard on transitioning, and seeing what we needed to do to help our clients quickly.”

for pro members-only: get the transcript:

[pro member bonus]
read more →

make your newsletter go zoom

by

woman drinking coffee in front of desktop computer

how covid is creating a new channel to reach out and serve clients and prospects.

by 卡塔尔世界杯常规比赛时间 research

newsletters aren’t all they’re cracked up to be. sure, they’re a nice way to touch base with clients, but what do they really accomplish?

more in marketing: marketing is about thought leadership | why consultative selling works | how to inoculate your firm against covid competition | how marketing systems produce business growth | ‘found money’ delights clients | 14 marketing activities needed now more than ever | what cpas can learn from lawyers and doctors | more in marketing > > >

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

maybe it’s time to rethink the newsletter. the covid-19 crisis may be catalyzing a new way to

  • show clients you care
  • establish your expertise
  • give clients individualized information they really want
  • create the gestalt of a networked client community with your cpa firm at the center

read more →

new & updated! covid-19 crisis toolkit

by

https://inovautus.com/ffcratoolkit-cpatrendlines/
click to learn more | save $50 with code cpatrendlines20

guidance, templates, client letters and emails, phone scripts, conversation starters, best practices for your firm – available through 卡塔尔世界杯常规比赛时间.

卡塔尔世界杯常规比赛时间 is partnering with inovautus consulting, a nationally recognized leader in marketing and business development programs for accounting firms, to offer a new client covid-19 client communications and practice management toolkit that will be updated continuously for the duration of the coronavirus crisis.

save $50 today with discount code cpatrendlines20
click here to learn more

the “ffcra+ toolkit” was launched with coverage for the families first coronavirus response and the coronavirus aid, relief and economic security acts, and will include coverage of all future crisis-related legislative, regulatory, and business impacts.

read more →

the real problems created in a remote workforce

by

three hidden dangers and the two essentials for success.

by ty hendrickson, cpa

working from home creates problems, but these problems are not the ones that firm leaders are concerned about right now.

more on remote work: home alone. but not really. | how many monitors do you need working at home? | stuck at home right now? here’s 100 good ideas to relieve the stress | coronavirus resources for remote-working (#wfh) | go remote with this app you already own [#wfh] | the top portable monitors for working from home

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

i have never seen so many people terrified of a working environment, as i’ve seen over the past month with employees sent home to work. firm leaders are panicked about productivity and work ethic, which i find hilarious because you are essentially saying that you don’t trust your employees. you don’t trust them to do the same job at home because you aren’t there to monitor their every move. if you don’t trust your employees, why did you hire them in the first place?!

read more →

stuck at home right now? here’s 100 good ideas to relieve the stress

by

young woman recording video via camcorder and tripodmany of them are free.

how’s covid-19 impacting your busy season?
join the survey. sound off. get answers.

by sandi leyva, annie tao, marjory rase, and cutter slagle

i wanted to help my staff blow off some steam this week, so i asked them to come up with some tasks that we can all do while we’re sheltering in place and doing our thing to flatten the curve.

卡塔尔世界杯常规比赛时间 is providing free access to our latest coronavirus crisis updates: start here for a guide to all our coverage.

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

if your kids (or you) are already asking, “are we there yet?” here are some ways to distract them. read more →

home alone. but not really.

by

//www.g005e.com/tag/coronavirus/
more free coronavirus resources here

seven tips for teams and leaders dealing with coronavirus lockdowns.

by gale crosley

as i stood in the shower one morning earlier this week the words, “this feels like war” came to mind. not that i’ve been in one. but i’m experienced enough to recognize the panic, uncertainty and vulnerability. moments later, with coffee in hand in front of the tv, i listened as new york governor andrew cuomo stated, “this is a war. we have to treat it like a war.”

the coronavirus crisis: how to leverage referral opportunities in a crisis  |  10 things you can start doing immediately  |  three ways to step up in uncertain times | accountants battle coronavirus chaos | smartphone thermometers predict coronavirus hot spots | go remote with this app you already own [#wfh] | the top portable monitors for working from home | why process is key to remote work | in these turbulent times, leaders must lead! | the tax effects of coronavirus [live 1-hour webinar] | how to think straight through the coronavirus crisis | coronavirus culture-shift hits accounting firms | how to sanitize electronics against covid-19 with uv light

more: 卡塔尔世界杯常规比赛时间 is providing free access to our latest crisis updates. start here for a guide to all our coverage.

for pro members: coronavirus resources for remote-working (#wfh)

war, according to military wisdom, requires an approach that is both tactical and strategic. we need to focus on tactics—preparing yourself and marshaling your troops for success on a new kind of battlefield. one with toys underfoot and a dog howling in the background.

read more →