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CPA: How I became a "broker of services"

adviceMany accountants desire to reduce reliance on providing often-commoditized services such as tax preparation and financial statements. But how do you get your practice moving in another direction? One option is to take on the role of "broker of services" – someone who advises clients and occasionally puts them in touch with other professionals in order to make sure all of the clients' needs are met.

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Waugh Hands Rainmaker to New CEO

J. Daniel Brooks, The Rainmaker CompaniesThe Rainmaker Companies, which provide consulting and training resources for the accounting profession, have named J. Daniel Brooks as CEO. He replaces Troy Waugh, who has stepped aside from day-to-day duties after 23 years as CEO of the business he founded.

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CCH Names Director of Strategic Relationships

Shari Dodgen, CCHCCH has named Shari Dodgen, the former publisher of the CPA Technology Advisor, as director of strategic relationships. Her responsibilities include developing strategic relationships with professional associations and growing accounting industry partnerships.

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Walker Retiring from Intuit After 15 Years

Rich Walker, IntuitRich Walker, who has been highly visible in the accounting community, is retiring this month after 15 years at Intuit. Walker has been active in building programs for accountants and bookkeepers while at the tax and accounting software company.

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Admitting New Partners: Succession Best Practices

PartnerAs we work through the succession and retirement of senior partners in our firms, a lot of us are also reviewing and updating our internal documents and agreements. A key part of the update should be focused around how we bring new partners into the firm to replace the "old guys".

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Time for a Change? Think Payroll First

The question of change comes up every year at the end of December. Everyone has New Year's resolutions and thoughts of how they are going to improve themselves in 2014 in regards to health, diet, fitness, as well as to how they are going to improve themselves in relationships, work and business.

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How Many Monitors Are Enough?

Robert Carmines, Carmines and RobbinsRobert Carmines says it’s a wonder he’s not electrocuted when he tries to sort out the wires under his desk. Or sometimes when he’s trying to sort out the problems with monitors, it’s like trying to find the burned out bulb in a string of Christmas lights. Welcome to the world of multiple monitors.

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Searching for the Secret of Payroll Success

Payroll preparation is one of those subjects that can produce a wide range of opinions among accounting professionals. Postulate that the service can be a good way for accountants to make money or it's not a business they should be in and you can probably get a significant number of practitioners lined up behind either position. Is the main element needed for success the right staff, software or the number of clients?

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Trusted Accounting Technician or Trusted Business Advisor?

Although nearly every accountant I've ever met refers to themselves as a trusted business advisor, upon closer inspection, they better fit the description of trusted accounting technician; acting more like a scorekeeper than coach. The path from trusted accounting technician to trusted business advisor is a value-adding journey.

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Alliantgroup Hires CCH’s Mirabile

Jim Mirabile, AlliantgroupThe Alliantgroup - which helps clients take advantage of federal and state tax credits, incentives, and deductions - has hired Jim Mirabile as national director. Mirabile joins the Houston, Texas-based firm as national director and will continue serving the CPA profession after working at CCH since 1989.

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