Moshe Mindick, CPA @moethecpa
CPA with over 15 years of serving clients in the small businesses and high net worth clientele. Always looking to improve processes, especially tech brighthilladvisors.com Miami, FL Joined November 2020-
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Is CCH Access tax better than Pro Connect by Intuit? And Why I think CCH Access is better But have not really used Pro Connect If you coming from years of using Lacerte Does Pro Connect make more sense?
How many times does it take to get your staff To do what you taught them to do? Seems like I'm repeating myself quite often Perhaps it's the teacher? I always like to first blame myself because often that might be the issue Give the team the benefit of the doubt
Processes are only so effective Getting better talent usually is the first place to focus on In my experience we never really had great processes but all the staff was great And all the work got done and we were all pretty much happy 😁 Now all the talent is gone....
Myself and another CPA want to start a Video Podcast Not sure what we will talk about So the first episode will be.... What to talk about Hope we come up with some good ideas If you have any please share here
My new CPA firm has a pricing model Where the client gets to choose what They want to pay for the service If we like the offer we take it If not the offer gets rejected How long you think this firm will last?
How do you trick your boss to make you into an equity partner?
You just bought a Tesla and spent over 50k You call the sales representative and say you want them to throw in the autonomous self driving add on Sounds like the client who pays me nicely for monthly bookkeeping But keeps calling me and texting me For Tax Strategies for free
Was arguing with one of my boat dealers that section 179 is only allowed if you have business income from the same entity He was convinced otherwise But I think I'm the end he agreed So remember 179 depreciation is great and all If you are a profitable business
Is the energy credit the most often missed item Simply because the client forgets they even installed an energy efficient upgrade Like a furnace, A/C, or solar panels Or perhaps we as CPAs need to send clients short checklist questions
CPA did not tell you what to pay on extension yet 😭 Tip Just pay something in and if you know what you tax rate is Just send in taxes based off your rate Don't know your rate? Just do 25% better than nothing
Getting Energy Tax credits are so much easier now with the IRS Used to be you had a lifetime cap Now you can do it each year New A/C ? Energy rated? Boom $600 tax credit
You know a trick to pay zero taxes on 120k of salary or Guaranteed payments Is to live in foreign countries an entire year and take the 120k foreign earned income exclusion (Form 2555) You still will pay social security taxes though 😉
Why is it that the staff that has the least amount of experience Have the least amount of issues And they always seem to be at the office working or available to work Any ideas?
Is anyone more relaxed now that 3/15 tax deadline is over? I kind of feel more relaxed but still have a tons more returns to work on
Do you find that your staff who work from home and who have families, like wife and kids Are way less productive than the ones that work in office ? Especially in an accounting firm
Been dealing with clients like this recently, extension fobia
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@moethecpa It varies with each individual's learning curve. Reflecting on teaching methods & clarity could indeed enhance their understanding. Reevaluation & tailored reinforcement may reduce repetition & ensure everyone is on the same page. Self-accountability reflects strong leadership.
@moethecpa @LoganGrafTax @MikeSyl36625988 Definitely true. I appreciate the conversation and encouragement to raise prices within the industry. It’s needed.
@moethecpa I would suffer through a lot before I disrupted my workflow… and they know that. It becomes less about loyalty, and more about the fear of hitting the reset button on process and systems.
@moethecpa @moethecpa It's crucial for firms to recognize their value and adjust prices accordingly. The fear shouldn't deter major steps towards growth.
@taxchic_k @moethecpa @LoganGrafTax @MikeSyl36625988 It's DEFINITELY needed. As is education around what can be driving prices for legit pros: software, security, insurance, education, and all of the extra due diligence that is now required of us.
@moethecpa I agree with you. Many old-school firms are hesitant to charge higher prices. My mentors have always taught me the importance of valuing my worth.
Heading to Florida tomorrow for the @PASBAaccountant spring conference. Playing Seminole, Belleair and Cabot Citrus Farm along the way. Who's joining me this week?
Stop gatekeeping. Be honest about what education, credentials, and experience one really needs to start, grow, and thrive in this profession. Prioritize mentorship and coaching over hours and tests. But that’s all counter to the existing financial incentives.
How do we attract more people into the accounting industry?
@JStaatsCPA They added their tax planning software “Tax Advisor” to the mix, instead of having it separate. $99/user/year starting next year. They didn’t mention other pricing, but they always bump our per return fees each year.
@claywelch So what changed? Charging monthly instead of annual and sounds like it's more?
Intuit: “Amazing changes are coming to Proconnect” Me: Oh god, let’s see how they’re going to charge me more money. …yep, $99/user starting 2025. IT’S AMAZING ALRIGHT!! 🫠🫠 I’m amazed and excited about this opportunity to give Intuit more money. #TaxTwitter
@moethecpa The biggest benefit for us switching from Lacerte to PTO was having the same input structure. Same organization of input screens. That meant we didn’t need to learn a new system from scratch. Very easy transition. Also, no daily updates and restarts.
@taxchic_k @LoganGrafTax @MikeSyl36625988 It's seems to be the #1 issue with many old school firms or CPAs or EAs that are scared to charge higher prices. It's a pretty important thing that all my mentors over the last 15 years were always Conscienscious about. But I do agree it's often spoken about a lot on social
Is this true???
@LoganGrafTax @BullishBearNFT Have you ever done taxes online? It walks you through everything
75% of CPAs hit retirement age 4 years ago. With fewer and fewer students signing up for accounting degrees every year... CPAs are going to become an endangered species.
@MikeSyl36625988 These returns are $750 at my firm. Kids’ returns are $350 if they are still students/dependents.
@LoganGrafTax @MikeSyl36625988 No. It’s not hate. The comment is not directed at your pricing. It is directed at your incessant harping on pricing as the #1 indicator of how successful a firm is. while indicating those who don’t charge what you do are somehow lesser. It shows a lack of knowledge & disrespect.
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