Maybe it’s time to part ways.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
How to foster opportunities.
By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice
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Live 3-hour Webinar: PPP Loan Forgiveness Choosing the Right Covered Period and Filling Out the Form [Intensive] – Cases and Examples]
With Bradley Burnett
Live 3-hour Webinar
Wednesday, Oct. 21
11 am ET / 8 am PT
3 hours, 3 CPE
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Alternate Date:
Wednesday, Nov. 11
2 pm ET / 11 am PT
3 hours, 3 CPE
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Objective: To enable the participant to gain a working knowledge of PPP rules and maneuvers through practical working examples
With John Higgins, CPA Crossings
Friday, Nov. 20, 9 am ET
8 hours, 8 CPE
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You know the phrase: We hear but do we REALLY listen?
By Steven E. Sacks
The NEW Fundamentals
Do you ever find yourself speaking to someone and notice that they are battling you and their iPhone? A quick glance here, a one- or two-word text response there. Unfortunately, it is the new normal – whether in business or in our personal lives.
MORE: Etiquette Never Goes Out of Style | Make Your Presentations Memorable | Have a Real-Life Conversation | Is Your Message Open to Interpretation? | Trust Is a Key Organizational Ingredient | Real Influence Vs. Immediate Gratification
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Those of us who encountered different forms of technology tools and platforms during the second half of our careers still believe that effective interpersonal communication still counts for something. Of course, in this era of uncivil discourse, speaking over one another has, too, become the new normal.
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Live 3-hour Webinar: Paycheck Protection Program Forgiveness – Aiming at a Moving Target and Hitting the Mark [Latest Updates]
Monday, Nov. 9
12 Noon ET / p am PT
3 hours, 3 CPE
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Objective: To update and increase competence toward hitting the PPP forgiveness topic
Get the right people on the bus, then figure out where to go.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
As our team was growing and we reached over 30 team members, we recognized the need to establish a formal leadership team. When we were smaller, it worked fine for Adam and me to be the primary decision makers, but as our client base and workload grew, we realized we would become a bottleneck and slow things down.
MORE: Be More Effective Remotely with DiSC | Do You Have the Right People? | Boost Efficiency with Tech Stacks | The Only 3 Metrics You Need | How We Sell Audits Online | 3 Steps to Better Client Communication in a Crisis | Four Key Financial Metrics for Growing Any Business | Why Process Is Key to Remote Work
At that point, we made a conscious effort to transition our daily tasks and client responsibilities to other team members so we could remove ourselves from the weeds and focus on the higher-level view of the company.
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Where do you fall on the risk-tolerance scale?
By Sandi Leyva
How aggressive should you be when advising clients on Paycheck Protection Program (PPP) forgiveness?
MORE: Survey: Who’s Not Billing for PPP Services? | PPP Traps: 1 in 5 Accountants Report Shady Dealings | Add These Money-Making Rituals to Your Work Day | 3 Ways to Opt Out of Any Downturn
While any risk stance should always be the decision of the clients, we asked this question in a recent joint Accountant’s Accelerator / CPA Trendlines PPP Survey: On average, across all of your clients, how aggressive of a stance are you taking with PPP forgiveness?
We asked 600+ survey respondents to choose a number between zero and 100 where zero is conservative or extremely risk-avoidant and 100 is aggressive or extremely risk-tolerant. The mean was 42, or slightly more conservative than aggressive.
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Five areas of impact.
By Hitendra Patil
Accountaneur: The Entrepreneurial Accountant
Client accounting services (CAS) is the new revenue segment you cannot afford to miss.
MORE: How to Develop the CAS Mindset | The Right Mindset for Client Accounting Services | Client Accounting Services: The Definitive Guide
If you are an accounting firm owner/partner, you do not want to miss the emerging, growing, and profitable opportunities in client accounting services.
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The 4th of 4 steps.
By Bill Reeb
The realization that all we have to do to be different is to allow ourselves to think differently is very powerful. The great news is … it’s often not that hard, and sometimes it is downright easy, once you focus your attention on the right places.
MORE: Letting Go Is Not Giving Up | How Are You Programming Your Mind? | Have Your Beliefs Stopped Serving You? | How to Stay in the Present | Stop Ignoring Opportunities Right in Front of You | Work ‘Better,’ Not ‘Harder’ | What a Pro Knows | Don’t Let Opportunities Become Detours | What Are You Giving Priority? | Don’t Let Others Block Your Path
Before I went through the cathartic steps of working with my mentor John to come up with this process and refining my thoughts on this topic, I would occasionally go through some multiday bouts with gloom. I don’t want to say that I would get depressed because that would be too harsh of a descriptor.
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Netting just one recoups your costs.
By Jassen Bowman
The ideal client prospecting campaign is established with the distinct goal of creating a relentless, never-ending effort to literally have 100 percent of these prospects become your client.
MORE: Are You Quitting on Leads Too Soon? | Why Lists Are Not Leads | The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
For most firms, this list won’t be that long. It may run from as little as a dozen ideal prospects, to at most a couple hundred.
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