The genesis of this question comes from one of the most hotly debated issues in CPA firm practice management: Is it better for partners to have high or low billable hours?
Question: My staff doesn’t listen to me. To be able to manage and control my business I need them to prepare a monthly schedule of what they plan on doing that month. I further need to know each morning if they did what they were supposed to do the previous day, and whether there was anything not done, or anything extra that wasn’t planned on. My problem is that they don’t give me the schedule and then don’t call or email me to tell me what they did. I really need to know this stuff and can’t figure out how to get them to do it. What can you suggest? READ MORE →
Mobile accounting has definitely arrived. A great first question to ask clients who are asking for mobile accounting is to just double-check to see if they have already downloaded their bank apps. If not, that may be something you can help them get set up.
But don’t just think about the core accounting system. Get them hooked up with their bank, credit card accounts, PayPal, payroll, and any other peripheral support that has an app, like timesheets, field services, and project management. When you do, they will be ecstatic at your resourcefulness and you will be their latest mobile genius.
There are some great new apps that extend core accounting systems’ functionality into our mobile devices. Let’s take a look at a few of them for accountants, from Quickbooks to ADP and a host of new applications: READ MORE →
From personal assistant to true COO: How firms are delineating the job. Sophisticated CPA firms are adding the position of firm administrator at an increasing rate. But there is still little consistency in what that entails. Some firm administrators have … Continued
Growth in do-it-yourself electronic filing of tax returns is advancing by more than 4% this year. But among tax professionals, it’s flat this year, after a 3% decline last year.