NEW SURVEY LAUNCHED: Personal Financial Planning – Issues and Opportunities for CPAs
Man, we couldn’t have picked a better time — or maybe worse time? — to launch a new study into the CPA financial planning environment.
First question: “How concerned are you?”
The survey was just launched today. Join the survey here; get the results.
UPDATED — With early comments… READ MORE →
When does Tax Season 2009 begin? Earlier than you might think.
Tax practitioners already looking ahead to the next busy season didn’t necessarily like how things went last season. So they are preparing new strategies and planning to implement them earlier, in order to minimize stress in this increasingly hectic aspect of their careers. READ MORE →
Tax season checklist. Already?! READ MORE →
What are you known for?
Great businesses start with great positioning. Think: Coke is “the real thing.” Avis, “We try harder.” New York Times, “all the news that’s fit to print.”
What do you do if you’re a firm of women accountants of a certain age? How do you compete against bigger firms with fresher faces?
Can you imagine telling a client: Don’t set goals for the top executives? Don’t tie achieving goals to compensation? Don’t bother with performance evaluations for top people? Don’t even think of writing a partnership agreement? So why, then, do so … Continued