Prepping for Post-Crisis Opportunities
Free Video Learning: Get ready today for the rebound to come with these top ten practice management video courses.
In partnership with CPA Trendlines, The Succession Institute is offering free access to their top ten video training programs to help firms prepare for the New Normal. Offer expires June 30. Use the password “free”for each video and get all the details here.

COVID Tests Accountants’ Entrepreneurial Talents

Young black woman sitting in front of laptop looking thoughtfulThree questions to re-set your mindset.

By Ed Mendlowitz
Tax Season Opportunity Guide

Accountants and tax practitioners are entrepreneurs. Maybe now, more than ever.

MORE: Have You Gotten Where You Wanted Yet? | 3 Questions for Determining Your Value | 41 Items to Check on Business Tax Returns | Keep These Tax Clients While You Have the Chance | What Makes a Good Tax Season Client?
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This means their practice needs to be run as a business with sound business decisions being made.


In These Turbulent Times, Leaders Must Lead!

cpatrendlines.comSix things you needed to start doing yesterday.

By Allan Koltin

In the face of this unprecedented global pandemic, Leaders must Lead! We need to fill our days with talking to our people, clients, and our families and engaging them in the reality of the situation while at the same time stressing the positive things going on.

RELATED: All CPA Trendlines Special Coronavirus Coverage

I was on a call this morning with a client and I was sharing how wonderful it was to have all three kids back home (they would have been studying abroad, at college, or going to high school) and how nice it was to have family dinners together again. I was also sharing the positives with the kids that their grandparents were healthy, safe, and getting calls from so many family members and how important this was to them. As I was walking the dogs this morning it occurred to me that I heard birds chirping and that I had been “so busy being busy” for the past four decades that beautiful sounds like this or the smell of the morning air were never on my mind. At a deeper level, and to equate it to a sporting event, I feel like the proverbial “scoreboard” has malfunctioned and there is now a new way to keep score, and it is becoming the new normal.


8 Steps for a Successful Change Process

Gold pyramid etched with symbolsPlus 4 common attacks to anticipate.

By Bill Reeb

We pick up in Part 3 of this column series with some additional changes in best practices that will help you better focus your talent on what is truly important to the firm’s future.

Parts 1 and 2: Change Happens: How to Master It. | Building Competency on Every Level
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As well, we will review a few simple change management strategies and approaches to propel the successful changes and transformations you and your organization desire to make. So, let’s get started.

Building Competency on Every Level

Work is passed down to the next level once the saturation point has been reached.

Including 3 key initiatives in most strategic plans.

By Bill Reeb

Let’s discuss how firms need to alter their thinking as to what best practices might look like near term to better position themselves for the future that is almost here NOW.

MORE: Change Happens: How to Master It.
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First of all, which I have covered numerous times before, we have to truly address from a workload perspective the prevalence of the Upside-Down Pyramid™ in firms.