Book of Business Mentality
Source: CPA Leadership Institute Practice Management Survey
Here are the results of our latest email survey about CPA firm practice management.
Does the “book of business” mentality keep firms from experiencing healthy teamwork?
| Yes |
65.0%
|
| No |
25.0%
|
| Other |
10.4%
|
“Other” responses included:
- Possibly.
- A little, but not as much as it used to.
- All clients should be firm clients. All partners should treat all clients as if they were their own.
- It can. There must be a balance between rewarding book of business and rewarding other factors that are equally important, such as teamwork.
For the original report, click here.From CPA Leadership Institute Practice Management Survey, September 2016, //www.cpaleadership.com.