Vol. 7 No. 8, August 2015
The Leadership Forum is a panel of the most prominent thought leaders in the profession. Each month we ask them to respond to a question dealing with CPA firm management and leadership.
This month's question is:
What are examples of "old school" practices that, in your opinion, are still better or more effective than "new school" practices?
Consultants and Other Prominent Observers
| Jean Caragher | Capstone Marketing | www.capstonemarketing.com [email protected] |
| ... nothing replaces the power of getting face-to-face with prospective clients and referral sources... More | ||
| Angie Grissom | The Rainmaker Companies | www.therainmakercompanies.com [email protected] |
| ... becoming known in your community and industry through intentional relationship building, straight talk and accountability, hard work and loyalty to clients and to the organization in which you work... More | ||
| Marc Rosenberg | The Rosenberg Associates | www.rosenbergassoc.com [email protected] |
| ... Posting timesheets vs. so-called value-billing (I would argue that value billing is not new school because it has been roundly rejected by the CPA profession). Timesheets will always be a great cost-accounting tool and trashing timesheets will cause a loss of this management tool. My recommendation: keep the timesheets AND value bill! ... More | ||
| Lisa Tierney | Tierney Coaching & Consulting, Inc. | www.CPAMarketingConsultant.com [email protected] |
| ... With the ease and use of technology, it's very easy to just e-mail or post on social media - and that is fine, but it lacks the personal touch of some of the old ways of connecting. ... More | ||
| Jennifer Wilson | ConvergenceCoaching, LLC | www.convergencecoaching.com [email protected] |
| Delivering excellent client service and exceeding client expectations, following standards and the code of ethics, leveraging technology to increase efficiency... More | ||