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Footnote Magazine

Footnote cover

November 2019

Succession planning is an important conversation to have about many positions. Let us not forget having a plan in place for your top finance positions. Also in the November Footnote:
  • Considerations for your clients participating in the gig economy.
  • Cultivate business advisers by working with your staff to get the most out of conferences.
  • Be prepared to offer expanded services and assistance to your aging clients.

Spotlights
Updates from our members, including promotions, new hires, speaking engagements and firm news.

The MNCPA advocating for you in Minnesota and Washington, D.C.
Steve Fischer, CPA
Find out about key issues the MNCPA is monitoring at the Capitol. Stay current on legislative news and events with stories, tips and grassroots involvement.

The case of Mal’s malfeasance
Charles Selcer, CPA, MBA
MNCPA member Chuck Selcer shares his knowledge about ethics requirements and laws with unique humorous fictitious stories.

A great time to reflect, learn
Rachel D. Polson, CPA
Get insight and news from MNCPA leadership about the organization and professional issues.

Build a virtual CPA firm in 5 steps
Daniel Moshe
Daniel Moshe, the CEO of Tech Guru, outlines how to free up your team to achieve greater productivity making the most of technology.

Succession planning for high-level financial roles
Elizabeth Hang
Executives aren’t always thinking about succession planning. In a Robert Half survey, nearly half (48%) of CFOs polled said they have yet to identify a successor for their position.

The new gig(s) in town
Ann Etter, CPA, MBA, CFP
CPAs specializing in personal income tax preparation are seeing more and more small (and not so small) Schedule C’s as the “gig economy” strengthens.

Building better business advisers: Got conferences?
Kimpa Moss, CPA, CGMA
Take a hollistic approach to employee development when it comes to conferences.

The secret to closing more business without actually selling
Kristy Gusick, Professional Services Marketing, LLC
It’s not about what you say; it’s about the questions you ask.

Filling the gap: Providing broader services to our senior clients
Paul Dinzeo, CPA, JD, CFP, MBT
A simple change to provide additional services to these individuals would be a sweet spot for CPAs because most other professionals (legal and investment firms) are not able to do so.

Analyzing MNCPA-administered peer reviews
Jennifer A. Schutz, CPA
Peer reviews are being increasingly standardized, but challenges remain for some firms.

Renewing and reporting is all you
Anne Janotta Erickson, MNCPA membership marketing team leader
Learn about important news from the Minnesota Board of Accountancy. Monthly topics include rules, CPE requirements, CPA exam information, licensing, and more.