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Our monthly review of the most important management and leadership articles in the accounting press.
Vol. 2 No. 10, October 2010
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: To what extent is the accounting profession committed to adding value to clients beyond reporting on past events and tax planning/consulting? If possible discuss any trends you have observed?
For the archive of Leadership Forum Reports, click here.
Consultants and Other Prominent Observers
| August Aquila | Aquila Global Advisor Group, LLC | www.aquilaadvisors.com [email protected] |
| ...accountants talk as if they want to add value to clients beyond reporting and tax planning, but are not adequately trained to help their clients... More | ||
| Larry Bildstein | The Whetstone Group | www.thewhetstonegroup.com [email protected] |
| ...My experience in working with partners is the concept of value is not very easy for them to define and harder yet to put a dollar value on... More | ||
| Gale Crosley | Crosley+Company | www.crosleycompany.com [email protected] |
| There is a heightened awareness because of competition for clients in today's market, but not nearly enough commitment. | ||
| Angie Grissom | The Rainmaker Consulting Group | www.therainmakeracademy.com [email protected] |
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| Bob Lewis | Visionary Marketing | www.thinkvisionary.com [email protected] |
| ...Additional effort to add value was a tough sell because the clients often think it's already part of the compliance effort... More | ||
| Jay N. Nisberg | Jay Nisberg and Associates | [email protected] |
| I see extreme efforts being made by the profession to add value well beyond the compliance effort. Advisory services as well as financial services are very hot... More | ||
| Richard Rinehart | Grant Partners, LLC | www.grantptrs.com [email protected] |
| As a profession, I don't think there is a great deal of commitment to adding value to clients... More | ||
| Joel Sinkin | Accounting Transition Advisors | www.transitionadvisors.com [email protected] |
| ...the profession is in a constant struggle to maintain its level of revenue. Value added services are where the profession has found the solution... More | ||
| Rick Telberg | CPA Trendlines | www.cpatrendlines.com [email protected] |
| There are two worlds in the accounting business: those who want to build a business and those who want a living. One isn't better than the other. But... More | ||
| Troy Waugh | The Rainmaker Consulting Group | www.therainmakeracademy.com [email protected] |
| ... The trend is improving now that the economy is struggling. It was very difficult to deal with the high demand of compliance work, along with a staff shortage... More | ||
| Jennifer Wilson | ConvergenceCoaching LLC | www.convergencecoaching.com [email protected] |
| ...The challenge for most firms is being able to provide the broad range of services that clients need in enough volume or scale to do so efficiently and profitably... More | ||
Firm Leaders
| Bob Knight | Lane Gorman Trubitt, L.L.P. | |
| Starting to get into more succession planning/exit planning services. But clients are still too focused in survival mode to embrace the subject. | ||
| John Sensiba | Sensiba San Filippo LLP | |
| The profession is very committed to providing value beyond the basics. As a profession we are committed to serving our clients in a way that contributes to their success and gives them peace of mind related to financial and tax matters. This committment takes many forms and encompasses many different compliance and consulting services. | ||
| Anonymous | ||
| It is THE WAY of differentiating your firm from others. | ||