Six Tips for Communicating with Non-Accountants
Checklist to assist financial professionals…
Daily Archives: April 8, 2014
Why Is It Always about Partner Compensation?
Good service needs to be rewarded as much as business development.
By August Aquila
It seems like no matter what the topic is at partner meetings, it always reverts to compensation. There isn’t a partner out there who is not interested in his or her compensation, and maybe even more interested in what the other partners make. READ MORE →
When Is It the Reviewer’s Job to Fix Preparer Errors?
QUESTION: Your book recommends having the preparer fix all errors. However, this is not always possible and our main concern is to get the returns out, so we usually have the reviewer make the changes, except if it looks like there will be extensive changes. Isn’t this the way we should do it?
RESPONSE: I receive the most comments about this issue, so I usually spend a lot of time rethinking this.