With all the holiday busyness finally settling, the team at MoneyThumb and this Rules of Thumb blogger are feeling excited and hopeful that 2020 is going to be a stellar year. We are feeling full of a giving spirit so we wanted to share today some great free goodies we found with our friends who are bookkeepers, accountants, and CPAs.
Since we have officially entered tax season, this first freebie from Accounting Web will surely make your job as a tax preparer easier in 2020. Capacity Planning For Tax Season: A How-To Guide will provide you with a framework to build a reliable capacity plan based on your clients' behaviors.
The intense pace from January through April each year can overwhelm and push you and your staff beyond capacity very quickly. Being able to predict when the busiest periods will be, and which clients will require attention, can make life a lot easier. That's where this sanity-saving guide comes in.
The guide is compiled by Susan Tinel, EA, author, and veteran of many tax seasons.
Inside you'll learn:
- How to examine previous year client behavior
- How to plot that into an easy-to-interpret plan
- How to quantify the resources you have for this year so you can avoid difficult choke points
Fill out the form on this page for an instant download. You'll also receive a convenient link back to the document by email so you can download the file to your other devices.
For accountants who are planning to expand their business to include advisory services or those of you who already offer advisory services to clients, the next freebie from CPA Practice Advisor will be invaluable over the coming months. 7 Questions to Help Grow Your Advisory Services is a free whitepaper you can download by following this link. Described as "practical advice for accountants looking to move beyond basic offerings," below is an explanation from the download page with what to expect from this free whitepaper:
"Client advisory services, or CAS, continues to permeate as a hot topic of conversation throughout the accounting profession. However, many accountants are still unsure of how to make changes to their firm to incorporate CAS while some accountants even question why they should provide additional services when their core products—accounting, audit, and tax—have proved so successful.
But there can be no mistake. Moving to advisory services will benefit your firm and your clients. To help frame a story around why this whitepaper provides seven questions you can answer to help kickstart the process of adding advisory services to your firm.
93% of small businesses value accountants as their source of business advice, so the opportunity is out there. Learn more about CAS by downloading the 7 Questions to Help Grow Your Advisory Services whitepaper today."
Our third offering is a plethora of freebies from PF, a firm that specializes in marketing for accountants. Below is a list of freebies offered by following this link:
The Social Marketer--a series of DIY videos created exclusively for accountants learning more about using social media well. Who’s it for: Anyone in the firm! No matter what level of social media experience you have (or don’t) How do you access it? Join free and access the videos anytime – work through at your own pace.
Marketing Masterclass--Find out the four barriers all accountants face when it comes to marketing, and how these are actually opportunities which will bring you the greatest ROI. Who’s it for: Everyone within the firm, but primarily the owners and directors How do you access it? These are recordings of live sessions, so watch whenever you have time.
Traits of Entrepreneurial Accountants--this guide covers the traits that make for a great entrepreneurial accountant: the kind of person who isn’t “simply” an accountant, but is the best one, and the best business owner you can possibly be. Plus it includes quotes from Rod Drury CEO of Xero, Jason Blumer Founder of Thriveal and Owner of Blumer CPAs to name a few.
We hope these freebies we found from our peers in the accounting world help our MoneyThumb clients and the Rules of Thumb blog readers have a very successful and productive 2020. We would appreciate it very much if you would share the link to this blog post with your accounting peers. Share the love!
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