Products

    Strategic Planning and Goal Setting for Results

    This monograph is essentially a ‘Cliffs Notes’ guide to strategic planning and partner goal setting for CPA firms. It’s patterned after Marc’s proprietary approach to consulting with CPA firms on strategic planning and goal setting, as he has developed it over the last 20 years. Marc’s approach has two major goals: Think BIG and keep it simple, and, GET RESULTS. Topics include: The three main phases of strategic planning Overall management philosophy of a CPA firm Steps to creating the...

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    The Practical Guide to Improving Efficiencies in the Accounting Practice

    The Practical Guide to Improving Efficiencies in the Accounting Practice The book stems in the first instance from a review of procedures in my firm, Glover Stanbury, a few years ago. The firm had lots of clients using software e.g. Sage 50 etc. and we were then obtaining their data and basically taking the steps as set out in the introduction. But everyone was doing things differently in the interim process. Yes, the accounts all came out looking very similar (but not always – more on...

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    UK’s best accountancy practices

    How to build the best and most inspiring practice in your town, area or country Rated as “Invaluable” (David Maister). “Breathtakingly refreshing” (Paul Dunn), “Inspiring” (Ron Baker) and “Brilliant” (ICAEW President Mark Spofforth), the book features dozens of practices describing in extraordinarily candid detail exactly how they have transformed their client base, profits, cash flow and work life balance. And it shows you how you can achieve the same sort of results. You also get these three supporting resources: Diagnostic...

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    What Really Makes CPA Firms Profitable?

    Based on experiences with more than 700 CPA firms across the country, Marc Rosenberg presents 40 high-impact practices and technique employed by the nation’s most successful firms to maximize profitability. Some are preferable to others depending on your firm’s situation, but properly employed, they work. BONUS: the latest CPA industry benchmarks from the current Rosenberg Practice Management Survey. Topics include: The essence of CPA firm profitability Accountability and acting like a partner CPA firm benchmarking Marketing and the bottom line...

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    Tax, Tips & Tools 2019/20

    What’s New for 2019/20? Tax, Tips & Tools 2019/20 contains tools that have been updated with rate and legislative changes as appropriate, plus the following 2 NEW tools have been added: Personal Expenses - Paid Privately or by Company?What are the effects of paying school fees (or other personal expenses) through the company and it being treated as a benefit in kind, or taking the money out as a dividend? VAT Flat Rate v Standard Method ComparisonA tool to compare the VAT payable...

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