LETS TALK BUSINESS Connie Cushing, CPA, Manager, OSullivan Hicks Patton, LLP - PowerPoint PPT Presentation

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LETS TALK BUSINESS Connie Cushing, CPA, Manager, OSullivan Hicks Patton, LLP

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Glossary. Procedures. Findings. Analysis. Conclusions. Recommendations ... Glossary. Appendix. Reference List/Bibliography. Business Communication, 5e ... – PowerPoint PPT presentation

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Title: LETS TALK BUSINESS Connie Cushing, CPA, Manager, OSullivan Hicks Patton, LLP


1
LETS TALK BUSINESSConnie Cushing, CPA,
Manager, OSullivan Hicks Patton, LLP
  • As a tax manager in a CPA firm, I conduct
    research as an integral part of my day-to-day
    responsibilities. Tax laws and cases related to
    them sometimes change on a daily basis, so we
    must do research before we can give a client
    advice about a certain tax position. In addition,
    we have to stay on top of all changes in the tax
    law in order to make sure our clients are not
    paying excess taxes.
  • In this fast-moving, high technology society, it
    is imperative that CPA firms have online Internet
    access to a tax service that is updated daily.
    Knowing how to do effective, thorough research
    both online and by using printed tax service
    materials, law books, and tax books is very high
    in our criteria for job promotion.

2
Research Techniques
  • 1. PLAN THE RESEARCH
  • State the Problem
  • Set the Boundaries of the Research
  • Define the Scope of the Research
  • Schedule the Research
  • Budget the Research
  • Determine the Readers of the Report
  • Decide on the Research Procedures

3
Research Techniques (continued)
  • 2. GATHER INFORMATION
  • Secondary Sources of Information
  • Book
  • Periodicals
  • Computerized Searches
  • Web Searches
  • Primary Sources of Information
  • Surveys
  • Observations
  • Experiments
  • 3. ANALYZE THE INFORMATION
  • 4. DETERMINE THE SOLUTION(S)
  • 5. WRITE THE REPORT

4
Web Searches
  • 1. Subject Indexes
  • Hierarchically organized index of subject
    categories
  • Created by humans
  • Similar to indexes found in books
  • Examples Yahoo Excite Argus Clearinghouse
  • 2. Search Engines
  • Further in-depth research
  • Called spiders or crawlers
  • Use keywords
  • Examples Alta Vista Infoseek Infoseek Ultra
  • 3. Meta Search Engines
  • Developed because of growth in search
    engines
  • Multi-threaded or meta
  • Search multiple databases at the same time
  • Examples MetaCrawler Ifind SavvySearch

5
Evaluate All Sources
  • Print Sources
  • Timeliness
  • Relevance
  • Approach
  • Outlet
  • Author
  • Web Sites
  • Type/Purpose
  • Sponsor
  • Perspective
  • Author/Contact Information
  • Completeness
  • Attribution
  • Timeliness

6
Informal Reports
  • Progress Reports
  • Inform readers about status of a particular
    project
  • Cites significant accomplishments and problems
  • Frequency varies with project
  • Periodic Reports
  • Provide statistical information
  • Written at regularly scheduled intervals
  • Follow no set format
  • Frequently placed on preprinted forms
  • Technical Reports
  • Communicate technical information
  • Communicate within organization

7
Parts of Formal Reports
  • PRELIMINARY SECTION
  • Title Page
  • Letter or Memo of Authorization
  • Letter or Memo of Transmittal
  • Table of Contents
  • List of Illustrations
  • Executive Summary

8
Parts of Formal Reports(cont.)
  • BODY
  • Introduction
  • Background
  • Statement of Problem
  • Purpose of the Study
  • Scope
  • Related Literature
  • Glossary
  • Procedures
  • Findings
  • Analysis
  • Conclusions
  • Recommendations

9
Parts of Formal Reports(cont.)
  • SUPPLEMENTARY SECTION
  • Glossary
  • Appendix
  • Reference List/Bibliography

10
Title Page for Formal Report
  • AN ANALYSIS OF HIRING PRACTICES
  • USED IN THE LAST FIVE YEARS
  • Prepared for
  • Jennifer Haydon
  • General Manager
  • Prepared by
  • Ted Wyatt
  • Director
  • Human Resources
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