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 Dec. 6, New York: “Bracing Yourself for 2019, What You Need To Know”

CPA Trendlines authors Becky Livingston, Hitendra Patil, and Ed Mendlowitz will be peering into the new year and beyond when they headline a panel organized by the Accountants Club of America, Dec. 6, at the Penn Club in New York, starting at 8 a.m.

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Early-bird pricing ends Nov. 30.

The panel, “Bracing Yourself for 2019, What You Need To Know,” will be moderated by Michael Cohn, Editor-In-Chief, Accounting Today. The Penn Club of New York is located at 30 West 44th Street (between 5th Avenue and Avenue of the Americas).

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PAY & COMPENSATION

Staff Pay: Problem or Solution?

Probing the roots of the so-called staffing crisis.

By Rick Telberg
CPA Trendlines

Lagging pay raises and a dearth of top talent appears to be contributing to astonishing turnover rates, recurring staff shortages, and even profit squeezes, according to a new CPA Trendlines analysis.

RELATED: Retention, Retention, Retention  |  SURVEY: Getting Staff up to Snuff  |  Tax Shops Cut Staff by 10%  |  Benefits, Perks, and Incentives: The Happy-Packs of Employee Satisfaction  |  Salary Survey: Top Skills Getting Top Pay  |  SURVEY: Three Reasons To Be Bullish on CPA Firms  |

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Accounting professionals have every right to expect excellent compensation. They work very hard, they need a huge body of knowledge, their ranks barely fill available jobs, and the firms that hire them are desperate to attract and retain them. It shows.

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FEATURED

Retention, Retention, Retention

Source: Accounting Principals

Four tactics for keeping the best talent, from a new salary survey.

By Rick Telberg
CPA Trendlines

The three most important words in practice management today are

  1. Retention
  2. Retention, and
  3. Retention.

More:  Benefits, Perks, and Incentives: The Happy-Packs of Employee Satisfaction  |  Salary Survey: Top Skills Getting Top Pay  |  Deciding How to Allocate Partner Income  |  Accounting Wages Set New Record  |  Solve the Partner Comp Problem  |

See more in Pay & Compensation and Talent Managment

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High turnover has practically become synonymous with the larger public accounting firms, with turnover rates reaching as high as 30 percent. The AICPA Top Issues Survey says quality staff ranks as the top concern for U.S. accounting firms, hitting number one for the first time post-recession in 2015, and among the top ever since.

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BUSY SEASON MANAGEMENT

Busy Season Prep: 12 Essential Checklists

More than 50 items to get off to a good start.

CPA Trendlines Research

Planning for tax season is an important step in both optimizing profits and managing the professional liability risk associated with providing tax services,. Pre-tax season training of personnel and proactive review of administrative procedures will improve efficiency through April 15th and beyond. 

Part 1. What to do now… before the big rush

  • 4 ways to help clients prepare
  • 5 steps to review e-file requirements and processes
  • 4 ways to update engagement letter processes
  • 3 must-do’s to review client acceptance and continuance procedures
  • 8 steps to prepare the firm for tax season
  • 5 ways to help staff prepare for tax season

Part 2. What to do during busy season

  • 11 items to cover in a pre-tax season staff meeting
  • 15 things to include in a control log
  • 4 things to remember when testing tax software
  • 8 things every tax preparer should do for each client
  • 4 ways to better plan for deadlines
  • 2 keys to survival

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