The Myth of Multitasking
More activity doesn’t mean better productivity.
By Steven E. Sacks
The NEW Fundamentals
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30 Best Marketing Practices
Don’t let the 80% derail the 20%.
By Marc Rosenberg
The Rosenberg Practice Management Library
Why Management Is the #1 Key to the Firm’s Success
Do you want to get by, or be the best possible?
By Marc Rosenberg
The Role of the Managing Partner
Building Teamwork under COVID Pressure
Pandemic only highlights problems that plagued firms before offices were bolted shut.
By Steven E. Sacks
The NEW Fundamentals
Five Ways to Rethink the Way You Communicate
You should be listening, not just waiting to talk.
By Ty Hendrickson
Has someone ever cut you off during a story you were telling? Maybe they jumped in on how they had a similar experience but worse!
MORE: 3 Steps to Getting the Most Out of Every Meeting | Build the Practice You Want in 4 Steps | The ABCs of Exceptional CPA Leaders | 5 Crucial Areas of Firm Culture Not to Ignore | Maybe the Pandemic Isn’t All Bad
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It happens to everyone, and chances are you are guilty of the same crime. It’s when you stop listening and start focusing in on “you.”
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Why Should Clients Keep You?
Most business clients must use an accountant, but it doesn’t have to be you.
By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting
I met someone one day and asked how she was doing with her accountant. She said everything was fine, but reduced the three interim quarterly visits to once every four months. The year-end work did not change.
MORE: Advice to New Accountants | What Does the Client Want to See? | 6 Ways to Increase Your Fees … If You Dare | The Clients that Got Away | Upselling Made Painless | Boosting a Fixed Fee Substantially | Creative Ways to Retain Staff | What CPAs Can Learn from Lawyers and Doctors
This got me thinking. Most business clients must use an accountant, but it doesn’t have to be you.
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Tap into Your Gold Mine
Stop making these 7 mistakes.
By Matt Solomon
You don’t have a marketing problem.
I know what you’re thinking. I don’t know you, and I don’t know your business. True, but I do know accountants and accounting firms. And I know that just about every practice doesn’t need more clients to be profitable.
MORE: Your Secret Weapon for Exponential Profits | Step into the Role of a Business Advisor | Shift Your Practice: Stop Depending on Compliance Work | Three Ways to Leverage Today’s Uncertainties for Renewed Growth
Your best source of new clients is your existing client base. It’s rich with business owners who know, like and trust you. They already pay you – and they’re ready for you to offer them something more.
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How to Reduce Tax Return Errors
We must turn unseen clients into human beings in the eyes of staff.
By Frank Stitely
The Relentless CPA
I wasn’t initially certain this post was necessary. I covered a lot of material in my first book and other posts.
MORE: Teaching the Meaning of ‘Done’ | How We Killed the Tax Season Client Meeting | Why Small Firms Can Win the Talent Wars | There Are No Easy Answers | How to Thrive as a 21st-Century Firm
However, last night my sleep was haunted by the ghosts of tax return errors past, present and future. I saw my coffin rolling down the chute to the cremation chamber. I was inside shouting that I had one more checklist to complete before my life was done.
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AI Is Open to Anyone with Passion
Learning must shift as skills become obsolete.
By Rick Richardson
Students will have to “learn how to learn” instead of focusing on skills and specific tools. Most content will become obsolete within two years, says Dr. Simon See, head of computing giant NVIDIA’s artificial intelligence (AI) technology center.
MORE TECH THIS WEEK: Unlock Your Flash Drive with Your Phone | 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 | Zoom Will Offer End-to-End Encryption to All Users | castAway Gives Your Smartphone an Extra Screen
“Technology is moving so fast, and you have to keep adopting new skills. What you have to learn is the methodology of learning new things. You must learn how to learn new things,” he said.
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