|
 | Upcoming Events
|
2020 Members' Morning
"Creating Workplace Violence and
Harassment Policies and Programs - The New Provincial Laws"
Dan Condon, LLB Wilson Vukelich
"How I save 2 Hours a day with Dragon Pro"
Ernie Nagratha Trowbridge & Co
"Moving to Virtual Servers with ThinDesk"
David Alexander Geobel MacAdam Alexander LLP
Thursday May 27 9:00 am -1:00 pm
|
 | Meaninful Meetings with Clients
| |
In the next several weeks you will be (or should
be) meeting with your clients to discuss any issues and opportunities that have
arisen from their tax returns.
An effectively run meeting is vital for
proper communication, establishing rapport with clients and, potentially
uncovering value added work. Having a meeting is one of the best forms of
communication because 55% of communication is non-verbal signals and facial
expressions. In other words, if you had
a choice of a meeting over the phone or via emails which carries a less than
10% chance of communicating the true meaning or feeling you want; clearly you
would have a meeting. One way to ensure a great
meeting is to
have an agenda. Be prepared. Try to anticipate some of the concerns and
questions regarding the return. Identify
areas you believe need to be addressed and areas where you can provide
solutions to their problems.
1. Greet clients
2. Start and end on time
3. Stick to the agenda as much as possible
4. Encourage and facilitate questions and discussion by clients. In
many cases you may uncover more opportunities for work with your clients.
5. As the leader, listen carefully, show interest and appreciation in clients.
Please click on the attached agenda template which should be
completed for each meeting.
|
 | Client Newsletters
| | We have had numerous requests for an email newsletter with industry-specific content with the ability to add personal content.
BizActions provides the above in and effective and flexible suite of integrated tools. The newsletter can be used as an effective tool to both update information and generate new leads.
Please click on the link to see a sample of a newsletter designed for one of our 2020 members. There will be a free 1 hr Webinar June 18 at 1:00pm
|
|
|
|
|
|
The
Canadian Innovator | Greetings!

Another Personal Tax Season is over!
I hope you're not feeling like the tube but rather that you got everything you could out of the tax season, with processes in place, great use of technology and getting more work from your clients in the upcoming months.
If you didn't make it everything you wanted, we are here to help with ideas and suggestions on technology and processes and maybe some marketing strategies that will help you get where you want to be.
In our upcoming Members' Morning, we'll be looking at a couple of technologies some of our members are using: ThinDesk Virtual Servers (Cloud Computing) and Voice Recognition Software by Nuance. In a recent survey by the AICPA, 25% of firms were using some form of cloud computing (10% didn't know what it was).
Also, we are presenting Dan Condon, a legal expert in the area of human resource issues, on Ontario's new Harassment and Violence Policies that affect every employer in the province and requires posted polices in those places with 5 or more employees. This initiative by the Ontario government has not widely been publicised, so knowing what the new requirements are will help both your firm and your clients stay onside.
As you plan for the coming months we wish you the "Great Quotes from Great Leaders' please click on the link to enjoy our new inspirational movie.
Great Quotes from Great Leaders
Peggy Tyers
|
 | Four Practices of a Visionary Leader John C. Maxwell
|
In February 1895, brothers Louis and Auguste Lumiere patented the
cinematograph, an all-in-one film camera, projector, and printer. With
the use of their invention, the two Frenchmen created the concept of a
motion picture. Their public screening in March 1895 was history's
first. Later on that year the Lumieres reached another milestone, as a
showing of their work became the earliest instance of an audience paying
admission to watch a film.
Initially the brothers made a splash, producing thousands of
short films in a span of less than two years. Their footage, shot at a
variety of exotic locations, is widely considered to be the forebear of
the modern documentary. However, despite their pioneering work in
cinematography, the brothers failed to foresee the broad appeal of
motion pictures. Within five years, the Lumieres had given up filmmaking
to return to their previous work developing still photographs. "The
cinema is an invention without a future," Louis Lumiere allegedly
remarked. For all of their inventiveness, the Lumiere's demonstrated a
surprising lack of vision. Shortly after they stopped making films, the
movie industry exploded. Crowds have been flocking to the theaters ever
since. According to the Motion Picture Association of America, U.S. box
offices took in 9.79 billion dollars in 2008. The Lumieres missed out on the benefits of vision, but you don't have
to. As a leader, you can keep sight of your vision and use it to
influence others by following the four practices of a visionary leader. 1. Realize things will change. 2. Consider other people's perspective 3. Display courage when others are insecure 4. Prepare today to win tomorrow
Click here for entire article.
|
 | The Future of Computing - Thin Client Computing | As of late there has been a lot of talk about virtualization, cloud
and utility computing and the increased advantages of thin client or
server-based computing. Here we discuss the history, future and
benefits of this technology.
In simplest terms, the phrase "Thin Client/Server Based Computing"
describes a shift back toward centralized computing while maintaining
the benefits offered by the PC revolution. Whereas each PC requires a
dedicated hard drive, display, and it's own set of software
applications, a Thin Client is display-only. A Thin Client does not have
a hard drive, it needs no software loaded on it locally, and, it stores
no data. Instead, applications are executed on powerful servers inside a
world-class TELUS data centre. Thin Clients are very simple devices,
you simply plug them in, log into the TELUS data centre and start
working. A Thin Client only needs to have sufficient power to render the
display of your user session, therefore it does not need to be replaced
or upgraded as new software and hardware versions are released.
Think of how much simpler it is to have all of your applications and
data in one place, and, to allow any number of people to share them by
simply plugging in a thin client. With Thin Client/Server Based
computing you get all of the productivity gains of modern software while
at the same time reducing the complexity and cost of delivering them to
users in your organization. In formal terms, the benefits are as
follows: 1) Lower cost of ownership and maintenance 2) Better reliability 3) Better Security 4) Remote access to all applications and data with high
performance 5) Simplified end user experience
Click here for the full article and their website.
ThinDesk has recently received the Gartner 2010 Cool Vendor Award. The designation recognizes technology vendors who provide enabling, innovative and impactful technologies that will drive substantial revenue growth.
|
The 2020
Group has continued to encourage accountants to engage in Type 2 services. These are services that influence the future
of your clients be it consulting, wealth management or simply goal
setting. This newsletter has provided
you with some practical examples on how you can assist both your staff and
clients in anticipating the future.
Recognizing the four practices of a visionary leader you can influence
your clients by being prepared for each and every client meeting. Anticipate questions, encourage questions and
look for opportunities to do more work.
Consider
your technology budget in your vision: - Should you be moving to cloud computing?
- Should you be implementing voice
recognition software?
- Should you be paperless (if you aren't
already)?
Looking forward to seeing many of you at our Member's
Morning on May 27 at the Old Mill and hearing about your plans for 2010. Sincerely,
Peggy Tyers 2020 Canada
|
|
|
|
|
|