{"id":114587,"date":"2023-08-07t01:00:05","date_gmt":"2023-08-07t05:00:05","guid":{"rendered":"\/\/www.g005e.com\/?p=114587"},"modified":"2023-09-21t17:11:17","modified_gmt":"2023-09-21t21:11:17","slug":"the-four-game-changers-to-modernize-your-practice-blake-oliver-david-leary","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/08\/07\/the-four-game-changers-to-modernize-your-practice-blake-oliver-david-leary\/","title":{"rendered":"four simple game-changers to modernize your practice"},"content":{"rendered":"

\"\"<\/p>\n

focus on the client experience.<\/strong><\/p>\n

by blake oliver<\/em>
\nwith david leary<\/em><\/p>\n

my mom is in her 70s and still gets the taxes organized for her household. she’s been using the same 10-partner firm for the past 30 years. like many small firms, hers had no succession plan, so it recently merged with a big firm \u2013 top 25. as you may imagine, her recent tax season experience was disappointing. she submitted all her documents on time and then didn’t hear anything from her new accountant for weeks. finally, she received a return to review and was shocked to see herself marked down as blind. my mom is not blind. there were other errors in her return, including a missing real estate transaction. clearly, it had not gone through a proper review process.<\/p>\n

more:<\/strong> nine ways to measure client experience<\/a> |\u00a0how the pandemic changed firm mindsets<\/a> | twelve clues it\u2019s time to outsource or offshore<\/a> | yes, you have the staffing for cas<\/a> | why firms shy away from cas<\/a> | hook your firm on cas<\/a> |\u00a0can you identify real cas prospects?<\/a> | 8 ways to create your cas practice<\/a> | do you value your cas value?<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

my mind exploded, wondering how such a large, well-known firm didn’t have a better quality control process in place. i’m guessing they didn’t even have a workflow management solution. after sharing this story with several cpas at other large firms, i learned that my mom\u2019s situation was not all that unusual.<\/p>\n

read more →<\/a><\/p>\n