Ten Ways to Use the Holiday Season to Prepare for Tax Season | Listicle
CHECKLIST
Ten Things to Tell an Unproductive Partner | Listicle
By CPA Trendlines Research
An unproductive partner can be a disaster for an accounting firm. The problem could have several sources, so sometimes a conversation can improve the situation while maintaining respect and team spirit.
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Here are 10 things to talk about.
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Ten Unexpected Questions for a Job Candidate | Listicle
By CPA Trendlines Research
Unexpected questions at a job interview can help you assess a candidate’s awareness of what’s involved in the human (as opposed to technical) side of the job.
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Look for recognition of professionalism, flexibility, ethics, teamwork and social skills.
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Ten Non-Tax Season Services | Listicle
By CPA Trendlines Research
You don’t have to temporarily lose tax clients once their returns have been filed. You can help them through the year.
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Consider a retainer fee for package of services. How many can you bundle? Here are 10 tips for keeping clients engaged year-round.
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Ten Tough Questions for Happy Staff | Listicle
By CPA Trendlines Research
Nobody likes to talk about real problems. Too often they remain hidden or kept to whispers at the water cooler.
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Management needs to ask staff some tough questions. Here are 10 toughies.
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Ten Things to Share with High-Income Clients | Listicle
By CPA Trendlines Research
High-income clients generally tend to know how to deal with money, but their finances are complicated. They should consider the counsel of their accountant and financial advisor.
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Here are 10 ways to both demonstrate your value and help them protect and grow their wealth.
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Ten Ways to Cultivate Culture | Listicle
By CPA Trendlines Research
Good office culture is a tricky combination of professionalism, humanism, teamwork and the pursuit of results. They all add up to productivity, employee retention and a pleasant work environment.
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Here are some suggestions for constant nurturing of culture.
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Ten Services for Clients Who Are Retiring | Listicle
By CPA Trendlines Research
Retirement doesn’t have to mean the end of a client relationship.
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It just changes the services the client needs, and it may bring family members into new financial relationships. Here are 10 services you can offer.
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Ten Warning Signs of a Bad Job Candidate | Listicle
By CPA Trendlines Research
Job candidates need more than technical skills. The wrong hire can ruin client relationships, poison an office culture and lead to loss of time and money.
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Here are 10 warning signs of a candidate who might be a better fit somewhere else.
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Ten Things to Tell Low-Income Clients | Listicle
By CPA Trendlines Research
Your low-income clients really need your advice, often at a basic level.
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Here are 10 things to tell them, balancing encouragement with practical, actionable advice to help them strengthen their financial footing. READ MORE →
Ten Financial Controls to Spur Growth and Profits
What clients need to watch.
By Ed Mendlowitz
77 Ways to Wow!
If you want your business to grow, don’t focus on only the easy financial controls where you can see quick results – such as holding down petty cash expenditures or checking expense accounts for accuracy.
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Instead, go for the tough steps that affect long-term profits and facilitate growth.
Ten Topics for Pregnant Clients | Listicle
By CPA Trendlines Research
A pregnant client is a special client – a client with special needs. She’s got plenty on her mind, and finances are probably not her top priority.
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She needs personal empathy and professional advice. Here are 10 things to talk with her about.
- Plan Ahead for Maternity Leave: Help her map out how her income and benefits will look during her time away from work. She needs to know what’s going to happen and what to do about it.
Ten Surprise Questions for a Job Candidate | Listicle
By CPA Trendlines Research
Job candidates tend to know the common questions asked during an interview.
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But surprise questions can elicit not only technical expertise but attitudes, adaptability, personality, creativity, intelligence and approaches to problem-solving. Here are 10.
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