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[Today] Oct. 21: PPP Forgiveness – Cases & Examples, with Bradley Burnett

Live 3-hour Webinar: PPP Loan Forgiveness Choosing the Right Covered Period and Filling Out the Form [Intensive] – Cases and Examples] 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
View Details

Objective: To enable the participant to gain a working knowledge of PPP rules and maneuvers through practical working examples


6 Types of Non-Listeners

Woman on phone ignoring man across tableYou 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 IngredientReal Influence Vs. Immediate Gratification
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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.

Give Your Leadership Team Time to Lead

Large group of people gathered into an upward arrow shapeGet 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
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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.

PPP Client Fraud: How Much Risk Is Too Much?

bar chartWhere do you fall on the risk-tolerance scale?

PPP: Are the Risks Worth It?
Practice Management Do’s and Don’ts
Join the Survey. Get the Results.

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 DealingsAdd These Money-Making Rituals to Your Work Day | 3 Ways to Opt Out of Any Downturn

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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.

What CAS Is … and Is Not

Unbalanced brass scalesFive 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
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If you are an accounting firm owner/partner, you do not want to miss the emerging, growing, and profitable opportunities in client accounting services.

How to Change the Way You Think (and Why)

Portrait of a young pensive businesswoman in officeThe 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
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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.

Focus On Your Ideal Clients

Three arrows in center of bull's-eyeNetting 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
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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.