Revisions incorporated into Intuit’s TurboTax 2008 have led to a bit of a tax revolt by reviewers on Amazon.com. UPDATES: Dec. 12 with news release from TurboTax and comment from Bob Meighan, TurboTax VP Dec. 11 with comments from H&R … Continued
Sally Glick, chief marketing officer and growth strategist at Sobel & Co. CPAs in Livingston, N.J., has been named the first woman principal of the firm. So we asked her… 1. What are the key challenges and opportunities facing CPA … Continued
The case for investing in enterprise-class CRM. By Wilbur Swan Contact Networks via Boomer Consulting The downturn in the economy has businesses of all sizes rethinking their growth strategies, whether they are in manufacturing or professional services. Some organizations are … Continued
CPAs share their war stories and their winning strategies.
by Rick Telberg/At Large
Almost every accountant has a story of a client who is more than just a little difficult, which we reported a couple weeks ago in “Have You Fired a Client Lately?” As if to prove the point, the reader response has
been overwhelming.
In the article I reported on a CPA Trendlines survey that showed 93 percent of public accountants have at least “a few” clients they would like to fire. Furthermore, nine in 10 accountants have terminated a client and many have done so at least once in the last year.
But the tough part is actually finding the strength and the right technique to sever such dysfunctional relationships. Some readers wanted more practical solutions. Fortunately, other readers wrote in with some great ideas. If you have an idea, suggestion or just want to share a war story, please drop me a line here.
I heard from a solo practicing CPA in California, who asked to remain unnamed. He can’t say enough about how good it feels to get rid of that problem client. “Do it – it’s not worth all the worry and abuse to your health.” READ MORE →
Prepare to succeed in a changing market. The economy may mean that CPA firms are rethinking 2009 goals and initiaÂtives, but AOMAR believes there are opportunities for those who will pursue them. Here’s their top five… 1. Be prepared. Firms … Continued