Communication
The Concept of Privilege
Recently in working with a group of senior leaders in an accounting firm, one of the baby boomer white males said to me: “I have learned in my journey of understanding regarding diversity in our profession that I was born on third base, yet all my life I have thought I hit a triple”. This…
Read MoreNever again sell anything. Ever.
How would you like to comfortably engage in a conversation with an existing or prospective client and end up with a very profitable engagement without selling a thing? Seem like an unrealistic dream? Not only is it possible, but when you totally, completely drop the idea of selling, it can actually become quite easy. The…
Read MoreTwo Simple Questions To Ask Your Clients
Every CPA we meet is committed to delivering exceptional client service. However, it’s easy to get caught in a transactional rut working on client engagements and miss the opportunity to spend a few minutes on your relationship with each of your clients. Since client retention has consistently been one of the top five issues for…
Read MoreIRS Expands Use of Electronic Signatures to Forms 8878/8879
One of the biggest hassles that firms have to deal with is getting signed authorizations from clients to file/extend their tax returns. This usually entails multiple staff being involved in communicating with the client and dealing with a myriad of delivery methods to and from the client. Source documents can include physical forms, faxed forms,…
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