JANUARY 2014 BEST PRACTICE SUGGESTIONS
Every month we select some of the best ideas for practice improvement from the accounting literature. Here are this month's selections.
BEST PRACTICE
LINK TO ARTICLE RESOURCE IN CPA LEADERSHIP REPORT
DATE OF ARTICLE
Management/People/Culture
Benchmarking to Identify Risks and Opportunities: Goal-setting is critically important to establishing personal, department, and firm strategy. Firms must create customized dashboards to evaluate past performance for key statistics to insure that individuals, departments and the firm are moving towards their highest potential performance level.
January 2014
Everyone in Your Firm Should Have a Development Plan: Learning from courses is just the beginning. The real learning occurs when coursework ideas are incorporated into work that people are currently doing. These ideas must be implemented, assessed, and redirected, if necessary
January 2014
Marketing
Take Advantage of Planning Season -- Connect with Your Clients: CPAs have to continually reach out to their clients to have "checking in" conversations. These conversations strengthens your relationship and helps you discover new opportunities to serve your clients and indentify possible service issues in a proactive environment.
January 2014