Today's Features

Beware the Opportunity Graveyard

"Opportunity just ahead" road sign in desertHelp your clients, help yourself.

By Ed Mendlowitz
Tax Season Opportunity Guide

Many opportunities only come along once. The way to be successful is to not let them pass by without acting on them or taking advantage of them.

MORE ON TAX SEASON FOR PRO MEMBERS: Two Questions to Ask Yourself – Before Clients or Staff Do | 41 Checkpoints for Business Tax Returns | 21 Reasons Why Tax Clients Switch Firms | Small Tax Season Leaks Can Cause Great Damage | 5 Personal Touches for Tax Season | How to Get Paid Faster This Tax Season

Spotting opportunities is quite easy if you are looking for them – and extremely difficult if you don’t have a clue of client needs or wants.
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Why Job Descriptions Matter

Portrait of businessman standing outdoors on stairsIncludes criteria for promotion to the next level.

By Marc Rosenberg
On Staffing

Let's address the four most common positions at a CPA firm: staff, senior, manager and partner.

MORE ON STAFFING: Generational Differences: Truth and Fiction | The How and Why of Upward Surveys | Don’t Underestimate Communication with Staff | Why Firms Can’t Afford NOT to Develop Women Partners | 8 Recruiting Strategies: How Many Are You Using? | 6 Keys to Advancement Programs | Guidelines for Flexible Work Policies | Staff Need Meaningful Recognition | SURVEY: 97% of Leading Firms Now Offer Flexible Work Arrangements
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There is no such thing as a standard job description for these four positions. Each firm must define them in ways that make sense for its specific situation. If ever there were job descriptions that should have flexibility built into them, most certainly they would be CPA firm positions because the expectations vary as much by the type of assignments they are given as by their title.
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11 Ways to Get More Tax Clients

Hand with money fanned out against  tax return formPlus 22 ways to get additional business clients.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

A target is the result of a plan.

MORE ON MARKETING: How to Sell Bundled Tax Services | How to Prepare Returns for a Multiple-Year Non-Filer | How to Conduct Business Valuations and Forensic Investigations | Yes, Accountants Can Perform Conflict Resolution | How to Counsel on Retirement Planning | Investment Clubs and How to Counsel Them | Offering Second Marriage Assistance | What You Need to Start a Financial Planning Discussion | Tax Projections: How and Why | How to Raise Client Awareness of Services
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So, what is your plan?
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Forget CPE, You Need an FPE

Business hand holding hot chart in crystal ballAn executive whose entire job is to predict future?

By Hitendra Patil
Accountaneur

Do you want to know the future of accounting?

MORE ON ENTREPRENEURIAL STRATEGY: Seven Lessons for Accountants from Self-Driving Cars | 4 Pillars of Future Firm Foundation | Do You Want a Practice … or a Business? | 3 Apps to Automate Business Networking | Relearning the Lingo of the Accounting Business | 10 Things That Accountants Didn’t Worry About 10 Years Ago | What if Accounting Firms were ‘Apps?’
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Business Insider recently published a post stating Ford has an executive whose entire job is to predict the future.
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IRS Taxpayer Advocate Questions Preparation of Tax Preparers

Three big issues: Code, cooperation, competence.

Table shows reduction in IRS geographic presence and employees since 2011.

 

By Rick Telberg
CPA Trendlines

National Taxpayer Advocate Nina Olson, who heads the Taxpayer Advocate Service, is citing three broad areas that Congress should deal with if it hopes to avoid revenue catastrophe at the Internal Revenue Service.

RELATED: Future State or Future Shock? IRS Watchdog Warns of Dubious IRS Plans

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The three main issues are: READ MORE →

Generational Differences: Truth and Fiction

Young businessman working on laptopBONUS: Matrix of how partners see Millennials vs. how they see themselves.

By Marc Rosenberg
On Staffing

George Orwell said, “Each generation imagines itself to be more intelligent than the one that went before it, and wiser than the one that comes after it.”

MORE ON STAFFING: The How and Why of Upward Surveys | Survey to Find Out What Your Staff Think | 19 Questions for Your Next Hire | How to Set Your Firm Apart to Recruits | Why Firms Can’t Afford NOT to Develop Women Partners | Staff Performance Feedback Done Right | 8 Recruiting Strategies: How Many Are You Using? | 21 Staff Training Best Practices | Compensation: Money and Beyond | Making Flex Time Work in the Real World | How to Make Mandatory Saturdays a Thing of the Past | The Importance of Great Bosses | The 12 Reasons Your Staff Hates Your Firm | What Happened to the Relevancy of the CPA Profession? | Staffing: What CPA Firms Are Learning the Hard Way
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Before we delve into the differences between generations, let's go over some definitions.
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