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What You Tell Yourself Matters

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Young man fixing collar in mirrorWhy goals and affirmations are important.

By Jassen Bowman

Every day, you should go through your goals checklist.

MORE: Use Checklists to Get New Tax Clients | Office Safety and More: Checklists for Your Tax Resolution Setup | How to Build a Tax Resolution Business | Why Lists Are Not Leads | Your Sales Funnel Needs Systems | Need a New Service Line? Consider Tax Resolution
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Whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include

  • empowering daily questions,
  • affirmations and
  • goals.

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Product-Neutral or Product-Inclusive?

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Unbalanced brass scalesThere are benefits to both.

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

Accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions. Either they do or they do not. A fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.

MORE: The Family Office Model | Guiding Clients through COVID | Maximize Referrals from Wealthy Clients | Building a High-Net-Worth Practice During COVID-19 | Setting Financial and Practice Goals During COVID-19 | Mistresses, Mister-esses and Accountants
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A product-neutral financial product business model is built around the delivery of services in exchange for a retainer, project or hourly fee. The typical services offered via a product-neutral model tend to be administrative, wealth planning or lifestyle in nature and might include accounting and tax work, estate and succession planning, and concierge support.
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How to Become an Outsourced/Virtual CFO

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notepad with word "hire" crossed out and "outsource" written in underneathAnd how CAS drives up the demand.

By Hitendra Patil
Accountaneur: The Entrepreneurial Accountant

Tom, a CPA, has always been a curious person. For over 15 years, his tax practice was doing well. During the tax season, he had no time to think. But, oblivious to himself, with each tax return, he was depositing new questions in his subconscious.

MORE: Which of Your Existing Clients Are CAS-fit? | Don’t Wear a Mask | The 8-Step Method for Launching Client Accounting Services | What CAS Is … and Is Not | Client Accounting Services: The Definitive Guide
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He is now a shared CFO of 12 companies. But he took up the CFO work accidentally.

How?
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Is Your Leadership Team at the Edge?

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…if there is no change, it’s time for a harder decision. Edge leaders know that for the firm to be successful and to achieve its long-term vision and strategy, there…

Use Checklists to Get New Tax Clients

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Green checks being made on checklistDon’t let marketing be an afterthought.

By Jassen Bowman

In an ideal world, every business day would feel like the movie “Groundhog Day.”

MORE: Office Safety and More: Checklists for Your Tax Resolution Setup | Hiring, Firing and the Checklists You Need | Focus On Your Ideal Clients | The Secrets of Multi-Hit Marketing | How Tax Resolution Works
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The same things would happen at the same times, day in and day out. Your business would run like a well-oiled machine that simply puts out marketing, takes in clients and cashes checks.
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Accounting Jobs Recovery Slows

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…Exclusively for PRO Members. Log in here or upgrade to PRO today. In this report, CPA Trendlines highlights: Current and long-term hiring trends in each of the bookkeeping, payroll, tax,…

Overarching Authority That Managing Partners Must Have

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Senior businesswoman holding portfolio16 items that don’t require formal votes. 7 that do. And 25 best practices.

By Marc Rosenberg
The Role of the Managing Partner

There is no better way to start this post than with a quote by Tony Kendall, managing partner of Mitchell & Titus, a large CPA firm with offices in New York, Philadelphia, Chicago and other cities. Tony said:

“I can’t manage this firm if I have to take a vote every time I want to make a decision.”

For managing partners to be effective, they must have the authority and flexibility to make decisions without first getting approval and without subjecting those decisions to the nitpicking and negativity that may occur when management decisions are open for debate and discussion.

MORE: Exceptional Managing Partners Offer Their Advice | Why Management Is the #1 Key to the Firm’s Success | Herding Cats: Advice for Managing Partners
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There are two caveats to this:
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What You Need to Know About Amazon Sidewalk

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illustrationIt’s enabled by default, for one.

By Rick Richardson

Amazon is now starting to roll out its Amazon Sidewalk local networking system to customers in the U.S. Here’s what you should know about it.

MORE TECH THIS WEEK: Microsoft: Stop Using Phone-Based Multifactor Authentication | Add Live Captions to Your Zoom Meeting | The 2020s Will Demand More from Your Tech | 5G Timeline for Vehicle Automation | Three COVID-19 Opportunities for Robots | FBI Warns of Back Doors in Chinese Tax Software
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First announced in September 2019, Sidewalk is a new idea and long-term effort for extending the smart home to entire smart neighborhoods by using various local networking options.
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Document Management? Automate It

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Illustration of manila folders dropping from laptop screenSolutions for firms of all sizes.

By Roman H. Kepczyk
Quantum of Paperless: Technology Guide & Checklist

The network drive in most firms is not very well organized and requires the most cleanup. This happens because it is usually managed with Microsoft Windows Explorer, which allows almost anyone to create or access a file anywhere on the drive.

MORE: The 4 Buckets of Firm Knowledge | Why Digital Communications Matter | The Right Tech Tools for COVID Work-from-Home | It’s 10 p.m. Do You Know Where Your Backups Are?
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Unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store it anywhere they choose. The result can be files that are hard to find and slow to search across the network.
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