Running a Firm (822)
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Going Paperless: A Tale of Two Firms
- Saturday, 23 October 2010
- Running a Firm
- Written by Ed Jennings
Paperless doesn't happen overnight, especially considering tax workflow, a paper-intensive process that involves people throughout the firm. A successful transition takes planning, dedicated effort and an educated firm. To show the importance of planning and preparation during rollout, we compared the experiences of two real-life firms, providing an excellent comparative case study that highlights disparities in approach and two very different outcomes.
PR 101: Lessons From Reality TV
- Monday, 18 October 2010
- Running a Firm
- Written by Scott Cytron
As a society, we tend to remember media coverage of negative events rather than the positive ones. That’s why the world still likes reality shows; these forums accentuate the sensational side of the human condition rather than the intellectual and informational component.
Read more...Solving the Biggest Tax Prep Challenge
- Tuesday, 12 October 2010
- Running a Firm
- Written by Ed Jennings
For years, tax professionals have dealt with a recurring issue during busy season: getting client source documents in a timely manner. You know the drill all too well: Tax organizers are sent to clients, usually in November or December. The information comes back in drips. You start client follow-up calls in March and then call again in April for outstanding source documents. It’s a frustrating and time-consuming process that represents a major challenge.
Read more...Connect with your Clients through Email Marketing
- Wednesday, 29 September 2010
- Running a Firm
- Written by Chad Brubaker
Businesses work hard to build a clientele, and retaining valued clients should be one of your top priorities. One of the best ways to stay connected to your clients is to reach out to them regularly through an e-mail newsletter. It can be a key component in your customer-retention strategy.
Setting Up Shop in the Cloud
- Monday, 27 September 2010
- Running a Firm
- Written by Eric Pulaski
Moving applications and data to an online environment is inevitable. It’s simply part of the accounting profession’s evolution. If you look at the continuum of change, it becomes clear where next generation accounting firms are heading. Pencil and paper to green bar reports and manual data entry…DOS to Windows…software CDs to web download…and finally on-premise-based IT solutions to SaaS (Software-as-a-Service).
Tech Support Goes Multi Channel
- Wednesday, 22 September 2010
- Running a Firm
- Written by Bob Scott
Technical support in the tax and accounting profession once meant one thing overwhelmingly--telephone support. And during the pressure cooker of tax season, it's still the mainstay of those seeking to solve software problems. But the advent of the Internet and social media have dramatically altered the support landscape, at once providing more tools for solving problems, but making it more complex at the same time.
The Three-Step Rule to Happy Clients
- Tuesday, 21 September 2010
- Running a Firm
- Written by Hugh Duffy MBA
Despite Mick Jagger's tax-related problems, he did have foresight about the accounting profession when he co-wrote the song "Satisfaction" way back in 1965. Making sure you have satisfied clients should be at the top of the list for every accounting firm. Yet, while your clients seem happy, how much do you really know about their satisfaction with your firm and its services? Better yet, how can you figure out if they are actually happy? If a firm can figure this out, it can soar above its competition and truly experience long-term survival.I refer to this as the "Three-Step Rule to Happy Clients:" Trust + Loyalty + Referrals = Value
Read more...
The Importance of Hiring the Very Best Employees
- Thursday, 02 September 2010
- Running a Firm
- Written by Brett Owens
As small business owners, we wear many different hats. Among which, hiring the right people, and helping them achieve their highest potential, are two of your most important responsibilities. But which one is MORE important?
Read more...
Financial Planning in Bad Times
- Wednesday, 01 September 2010
- Running a Firm
- Written by Bob Scott
A local contractor quipped that portions of Northern New Jersey had experienced three 100-year floods in the last five years. In a way, investors of a certain age know the feeling. "A client who is 50 years old has been exposed to three major downturns -1987, 2000, 2008 and a minor blip in 2003," says John DeVincent, EVP of marketing for eMoney Advisor. For those older, the previous bad experience, he continues, was "the crash of 1929."
Read more...Six Ways to Help Clients Stay Afloat
- Monday, 30 August 2010
- Running a Firm
- Written by Edi Osborne
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