Today's Features

Apple Creates Coronavirus Screening App and Website

sample screensUpdated CDC info and symptom monitoring among the features.

By Rick Richardson

Apple has launched a COVID-19 website and app with a screening tool and other information about the coronavirus outbreak. Apple said the app and site are meant to "make it easy for people across the country to get trusted information and guidance at a time when the U.S. is feeling the heavy burden of COVID-19."

MORE TECH THIS WEEK: Smartphone Thermometers Predict Coronavirus Hot Spots | How to Sanitize Electronics Against COVID-19 with UV Light | Apple’s New Credit Card Carries Fraud-Fighting Feature | Sharpen Your Tech Skills with These 5 Online Courses | How 5G Changes Everything | Smart Devices Need 3 Features to Be Secure | Open-Source Smart Home Standard in the Works
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

They were developed in partnership with the Centers for Disease Control and Prevention, the White House coronavirus task force and the Federal Emergency Management Agency.
READ MORE →

How to Lead in a Crisis

9 steps to pull you through the coronavirus pandemic even stronger.

By Sandi Leyva
The Accountant’s Accelerator

As accounting professionals, we’re on the front lines helping our small business clients and our employees through this crisis in multiple ways. It’s a chance for us to display extraordinary leadership as a profession.

MORE ON SMALL-FIRM GROWTH STRATEGIES: How to Think Straight through the Coronavirus Crisis | Tech Tools for Working through the Coronavirus | 7 Tips to Keep the Clients You Have | Do You Know Your Opportunity Number? | 7 Tips to Boost Your Firm’s Performance in 2020

See All CPA Trendlines Special Coronavirus Crisis Coverage

GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Here’s a tweet I just love that exemplifies the times:

screenshot of tweet

Here are some reminders for all of us as we step up to lead our firms and help our clients in these times:

READ MORE →

Keep These Tax Clients While You Have the Chance

Portrait of an angry man yelling on the phone21 reasons they switch firms.

By Ed Mendlowitz
Tax Season Opportunity Guide

Clients have many choices, including the choice of a tax preparer. Every new client an accountant gets is because that client left – fired – their previous accountant.

MORE: What’s NOT to Like about Tax Season? | Can Your Reviewers Answer These 10 Questions? | 5 Small Leaks That Can Sink a Tax Season | One Can’t-Skip Touch for Tax Season | 3 Steps to Tax Season Happiness
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

So why do clients leave? Here are 21 good reasons why they should: READ MORE →

How to Profit with Workflow Apps

Pixelated blue text "workflow" on binary code backgroundStop reinventing the wheel.

By Jody Grunden

As a business grows, it becomes necessary to systemize the processes in order to increase the team’s efficiency and deliver a consistent experience for clients.

MORE: Why Process Is Key to Remote Work | When the IRS and FBI Come Knocking | 5 Questions to Evaluate New Tech Tools | Traditional Benefits for Remote Employees | The Hidden Cost of Running a Distributed Company | How to Develop Your Leadership Team | 4 Ways to Bill Clients
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

One of the challenges that comes with creating systems can be getting every team member on board with the process you want to put in place. For example, Joe may have one way of doing things, while Karen does them another way and Susie yet another.

Creating a system will likely require all of them to make some changes in their own day-to-day workflows.
READ MORE →

Influence, Don’t Manipulate

Two businesswomen meeting in an officePut yourself in the client’s shoes.

By Steven E. Sacks

We are often faced with trying to influence others through our beliefs and personal experiences. The wrong approach is to browbeat others until they “surrender.”

MORE: Fake It ‘Til You Make It: An Ultimate Goal? | Working Remotely Shouldn’t Mean Feeling Isolated | How Engaged Are Your Employees? | Managing Difficult Personalities in the Workplace | Set Your Staff on the Right Course | How Motivation Is Like Bathing
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Influence is really a straightforward approach to convincing people that your positions are well thought out, persuasive, justified and completely devoid of underhandedness, manipulation or trickery.

READ MORE →

Now Is the Time to Activate Your Referral Network

People standing, holding food and talkingPLUS: 19 sources, how to stage a referral event, and what networking isn't.

By Marc Rosenberg
The Rosenberg Practice Management Library

The biggest source of new business is a firm’s existing client base, both in the form of expanded services and referrals to others. It’s estimated that 60 percent of a firm’s revenue growth comes from this area.

MORE: Does Your Firm Recognize All Its Skills? | Protect and Grow Existing Clients | The 4 Marketing Disciplines | 15 Powerful Niche Marketing Practices | 19 Takeaways from the History of CPA Firm Practice Development | Why You Have to Kill the Old Paradigms | Are You Ready for the Great Disruption?

CPA Trendlines is providing free access to our latest crisis updates. Start here for a guide to all our coverage.

GoProCPA.comMore for PRO Members: Coronavirus Resources for Remote-Working (#WFH)

This is no time to lose touch with your referral sources. And, even though in-person meetings may be difficult, everyone, it seems, is becoming more comfortable with online events like video conference calls and webinars.

READ MORE →

Home Alone. But Not Really.

https://cpatrendlines.com/tag/coronavirus/
More free coronavirus resources here

Seven tips for teams and leaders dealing with coronavirus lockdowns.

By Gale Crosley

As I stood in the shower one morning earlier this week the words, “This feels like war” came to mind. Not that I’ve been in one. But I’m experienced enough to recognize the panic, uncertainty and vulnerability. Moments later, with coffee in hand in front of the TV, I listened as New York Governor Andrew Cuomo stated, “This is a war. We have to treat it like a war.”

The Coronavirus Crisis: How to Leverage Referral Opportunities in a Crisis  |  10 Things You Can Start Doing Immediately  |  Three Ways to Step Up in Uncertain Times | Accountants Battle Coronavirus Chaos | Smartphone Thermometers Predict Coronavirus Hot Spots | Go Remote with This App You Already Own [#WFH] | The Top Portable Monitors for Working from Home | Why Process Is Key to Remote Work | In These Turbulent Times, Leaders Must Lead! | The Tax Effects of Coronavirus [Live 1-Hour Webinar] | How to Think Straight through the Coronavirus Crisis | Coronavirus Culture-Shift Hits Accounting Firms | How to Sanitize Electronics Against COVID-19 with UV Light

More: CPA Trendlines is providing free access to our latest crisis updates. Start here for a guide to all our coverage.

For PRO Members: Coronavirus Resources for Remote-Working (#WFH)

War, according to military wisdom, requires an approach that is both tactical and strategic. We need to focus on tactics—preparing yourself and marshaling your troops for success on a new kind of battlefield. One with toys underfoot and a dog howling in the background.

READ MORE →

New COVID-19 Crisis Toolkit Provides Practice Aids and Client Communications Templates

https://inovautus.com/ffcratoolkit-cpatrendlines/
Click to learn more | Save $50 with code CPATRENDLINES20

Guidance, templates, client letters and emails, phone scripts, conversation starters, best practices for your firm – available through CPA Trendlines.

CPA Trendlines is partnering with Inovautus Consulting, a nationally recognized leader in marketing and business development programs for accounting firms, to offer a new client COVID-19 client communications and practice management toolkit that will be updated continuously for the duration of the Coronavirus crisis.

Save $50 today with discount code CPATRENDLINES20
Click here to learn more

The "FFCRA+ Toolkit" was launched with coverage for the Families First Coronavirus Response and the Coronavirus Aid, Relief and Economic Security Acts, and will include coverage of all future crisis-related legislative, regulatory, and business impacts.

READ MORE →

10 Things You Can Start Doing Immediately

Telberg Photo Barcelona blur 183-20160206Okay, so we're not invincible.

By August Aquila

The pandemic has hit us fast and furious. The current crisis is forcing us to change the way to live and work. If you are reading this, you're probably in an accounting firm. But these suggestions apply to many other sections of the economy.

The Coronavirus Crisis: Three Ways to Step Up in Uncertain Times | Accountants Battle Coronavirus Chaos | Smartphone Thermometers Predict Coronavirus Hot Spots | Go Remote with This App You Already Own [#WFH] | The Top Portable Monitors for Working from Home | Why Process Is Key to Remote Work | In These Turbulent Times, Leaders Must Lead! | The Tax Effects of Coronavirus [Live 1-Hour Webinar] | How to Think Straight through the Coronavirus Crisis | Coronavirus Culture-Shift Hits Accounting Firms | How to Sanitize Electronics Against COVID-19 with UV Light

More: CPA Trendlines is providing free access to our latest crisis update. Start here for a guide to all our coverage.

Here is a list of 10 items that you can start doing immediately:

READ MORE →

Three Ways to Step Up in Uncertain Times

Coronavirus crisis opens new opportunities to serve.

By Sarah Johnson Dobek

In the late hours of March 11, President Trump instructed the Treasury Department to defer tax payments without interest or penalties for certain individuals and businesses negatively impacted by COVID-19 pandemic, commonly known as coronavirus.

See CPA Trendlines Special Coronavirus Crisis Coverage

As many individuals and businesses grapple with the possibility and effects of illness, travel bans, quarantine, and economic distress, accounting professionals have a unique opportunity to step up as proactive advisors.

Here are three ways you can help your firm and help your clients through uncertain times.

READ MORE →

Yes, Christopher Columbus Had an Accountant

John Vanderlyn’s painting, “Landing of Columbus” in the Capitol Rotunda, depicts Columbus’s accountant, Roderigo Sanchez, as fourth man standing on left
John Vanderlyn’s painting, “Landing of Columbus” in the Capitol Rotunda, depicts Columbus’s accountant, Roderigo Sanchez, as fourth man standing on left

Valuable contacts can become friends.

By Ed Mendlowitz

One of my hobbies is my interest in accounting history.

Delving through history is very interesting but usually a solitary pursuit. However, when you meet likeminded people, the discussions can become very animated. It can also cause you to meet extraordinarily interesting, bright and nice people, and I have.

Learn more: Call Me Before You Do Anything: The Art of Accounting

I wrote the lead article in the Journal of Accountancy’s 125th Anniversary issue, and two of the editors were Dale Flesher and Gary Previts. We “met” over the phone discussing the article. A few months afterward the AICPA had its 125th Anniversary Council meeting and Dale and Gary called and suggested I come to Washington, D.C., to meet them and perhaps visit the Capitol and have our photos taken in front of the painting by John Vanderlyn showing the landing of Columbus, including Roderigo Sanchez, the accountant hired by Queen Isabella to accompany Columbus.

READ MORE →