New research pinpoints four essentials to maximize the referral network you already have.
By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice
Repeat after me: “I choose to stand up for my value”
By Matt Solomon
It took a federal court order and worldwide cooperation.
By Rick Richardson
Upgrade membership with no-risk free trial
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
View Details
Objective: To update and increase competence toward hitting the PPP forgiveness topic
Live 3-hour Webinar: PPP Loan Forgiveness Choosing the Right Covered Period and Filling Out the Form [Intensive] – Cases and Examples]
With Bradley Burnett
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
iPads, Android, or Microsoft Surface?
By Roman H. Kepczyk
Quantum of Paperless: Technology Guide & Checklist
One of the key components in optimizing firm production is providing the capability for firm personnel to work from any place, at any time, at their own convenience. Allowing experienced firm personnel the ability to work remotely used to be a key employee retention strategy. Then came COVID-19 and it became a necessity.
MORE: Maximize Your Office 365 ROI | Why You Need Windows 10 with Automatic Updates | It’s 10 p.m. Do You Know Where Your Backups Are? | How the Cloud Impacts Server Replacement | Laptops vs. Desktops | The Best Scanners to Buy Today | Capturing Documents at the Source | The More Monitors, the Better
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Giving your personnel secure access to the firm’s application and data resources allows them to work effectively outside normal office hours and avoid unnecessary commuting time.
Try board service instead.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
QUESTION: Occasionally I receive requests to perform accounting services for free for not-for-profit organizations. I usually ignore them. Do you have any suggestions on how to handle these emails?
MORE: Work the Client Needs … But Won’t Pay For | Advising Estate Executors: The Newbie Guide to Getting Started | 14 Better Uses for Timesheet Data | Tossing Timesheets Is Just the Start | How’s Your Overhead? | 9 Must-Haves for Firm Growth | Collect More by Clearing Up Billing | Envision Your Future, Then Plan for It | 5 Ways to Build Teamwork
CPA Trendlines research shows why some firms fall behind in CAS.
By Hitendra Patil
Accountaneur: The Entrepreneurial Accountant
Over the past about three years, I have been keenly observing, following and analyzing the evolution of CAS as one of the topmost new revenue and growth segments for firms of almost all sizes. I have been reading every piece of content, whitepapers, documents, research reports, survey results, etc., related to CAS, and discovering and debating insights from them.
MORE: What CAS Is … and Is Not | How to Develop the CAS Mindset | The Right Mindset for Client Accounting Services | Client Accounting Services: The Definitive Guide
My day-to-day work involves interacting with customers. For the past 16 years, I have been working exclusively with accountants. Every day, I speak with accountants about what services they offer under CAS, what is working and not working, what are the challenges in creating their CAS practices, how is CAS differentiated, and so on.
READ MORE →
Good writing still takes time and careful consideration.
By Steven E. Sacks
The NEW Fundamentals
Every day we write something, whether it is a text, an email, a handwritten note (yes, they still exist), an article, speech, a report or something else. It takes practice and patience to become proficient. It does not matter what profession or field of endeavor in which you work. To be clear and concise is to respect the reader’s time and position.
MORE: 6 Types of Non-Listeners | Etiquette Never Goes Out of Style | Make News, Not Noise | Have a Real-Life Conversation | Exchanging Knowledge Has No Downside | Take That Extra Breath with Email | Effective Communications in the Age of COVID | Profit Is Not a Mission
If you advise businesses, besides the guidance you impart, your most valuable product can be a memo, letter or a report. Your report is the only tangible product the client will receive in return for paying your fee. It serves as a historical record of the effort you put forth. It can mask or reveal the quality of the fact-finding or analysis you conducted simply based on how clearly you communicated your information.
READ MORE →
Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond. Get the special PRO Member rate.
With Russ Alan Prince and Anthony Glomski
Thursday, Oct. 29, 11 am ET
4-hour intensiveworkshop with one-on-one coaching / Attendance limited to 10 seats
CPA Trendlines PRO Members: Register Here for the Special Rate, Only $345 (Save $580! Login required)
Non-Members: Register Here for $925 (Click here to Go PRO for instant savings)
Learn More about the Masterclass here
(Sorry, no CPE)
Then check to see whether the right people are in the right seats.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
“Getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – Jim Collins, “Good to Great”
MORE: Give Your Leadership Team Time to Lead | Be More Effective Remotely with DiSC | Protect Client Files from Cyberthreats | Get Ready to Launch Virtual CFO Services | Riches in Niches | Marketing Is About Thought Leadership | How to Audit 401(k)s | 3 Measures of the Effectiveness of Your Team | How to Profit with Workflow Apps
When Adam and I first started the company, we didn’t have much organizational structure. We didn’t need it. But as the company grew, it became necessary to develop an organizational structure. There’s a great quote by Michael E. Gerber in his book “The E-Myth Revisited” that says, “Without the Organization Chart, confusion, discord and conflict become the order of the day.”
READ MORE →
A fast-paced course that is sure to provide valuable knowledge to every Excel user.
With Bryan L. Smith, CPA.CITP, CISA, CPA Crossings
Monday, Nov. 2, 9 am ET
8 CPE
View Details
