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Displaying Matches 100 thru 198 of 845 Found. FIRSTBACK NEXTLAST
Source: Pennsylvania CPA Journal Because CPAs have so many more services to offer than they did 30 years ago, there are many more opportunities for career development. This article discusses some of ...
Source: Possibilities for CPA Firm Leaders Following are excerpts from a blog entry by Rita Keller: Why are CPAs not scanning “up front” and why does a recent survey tell us that many are not scan...
Source: Innovative Practice Management Following are excerpts from this inspiring article: Last week I had the distinct pleasure of attending a conference sponsored by one of the top accounting fi...
Source: ConvergenceCoaching, Inspired Ideas The following is excerpted from a posting from the above cited blog: ….true empowerment and accountability come only when each “thing” in your firm is own...
Source: Current Accounts This article contains a comprehensive discussion of the elements of integrity—ethical sensitivity, ethical reasoning, ethical character, and ethical courage. To enjoy public...
Source: Accounting Office Management & Administration Report Partners, managers, and administrative people are responsible for the human assets of the firm. Here are some things they should learn...
Source: RedZone—Play of the Month Here is where partners should be more accountable: Leadership (not just managing). Client satisfaction, cross-selling, and retention. Engagement profitability...
Source: Partner Insights The following includes excerpts from the article cited below, by August Aquila: An ineffective leader can be more than just ineffective. The individual can be the death ...
Source: Accounting Office Management & Administration Report While the recession may ease it somewhat, recruiting is still a major problem. Respondents to AOMAR’s 2009 CPA Firm Practice Managem...
Source: CPA Trendlines The following blog entry is reproduced in its entirety: WebCPA Reports on Bay Street Group Research: CPA Firms to Expand Despite Recession By WebCPA staff More than a third ...
Source: CPA Trendlines Following are excerpts from a blog entry of January 9, 2009, titled “The Recession Catches up with Accountants”: In today’s government report, which showed the U.S. economy l...
Source: Accounting Today The answer to the question in the article’s title is no, according to Gary Shamis, managing director of SS&G Financial Services in Cleveland, and a member of The Advisor...
Source: CPA Practice Management Forum The evolution of the firm and a very competitive marketplace have created a need for different levels of “partner” at Friedman LLP in New York City, a firm of 30...
Source: VeraSage Institute In this blog Ron Baker discusses an article in the Ohio Society of CPAs’ magazine, Catalyst—2018: A world of global accounting and virtual business. Following are a few ...
Source: Accounting Office Management & Administration Report Following are highlights excerpted from an AOMAR report on the IOMA 2009 survey: Just 63.7 percent of billings are via an hourly r...
Source: RedZone—Play of the Month Highlights include: Eat HealthierMarket for quality, not quantity. Focus on minimum realization rates, etc. Exercise MoreDevelop a Career Development Program—train...
Source: Partner Insights In an article titled “Run Your Practice Like a Business—Not a Bank,” August Aquila shows how to eliminate many collection problems. Here are highlights excerpted from the art...
Source: Practical Accountant Small businesses are dependent on their CPAs to help them deal with a wide range of problems. Business owners may be unable to perceive themselves with objectivity. In th...
Source: CPA Trendlines Evidence shows the CPA profession is counter-cyclical. But can it happen this time? To read the blog, click here and select the entry of December 15, 2008, “Will Small Busines...
Source: Accounting Today In this article, L. Gary Boomer discusses the need for urgency today but also says firms should not allow client problems to distract them from the firm itself. Here are so...
Source: CPA Practice Management Forum In this article, author Melinda Guilmette, consultant to CPA firms on recruiting, retention, and marketing, gives us refreshing insight into the relationships be...
Source: Partner Insights Change is Scary! By August J. Aquila August Aquila shares some practical things you can do to survive some of the changes your firm will be facing in 2009. Know what you...
Source: New Jersey CPA Following are excerpts from “Going Forward with Partner Retreats.” By Joseph A. Tarasco and Lin Kroeger A retreat is about making tough business decisions that are based on a...
Source: CPA Practice Management Forum Incentive programs can enhance: Recruiting and retention. Business development. Relationship development. Client service. Client loyalty. Employ...
Source: Coaching Concepts, the Electronic Newsletter of ConvergenceCoaching, LLC The following includes excerpts from an article by Tamera Loerzel titled “Leadership Lessons,” published in the abov...
Source: Accounting Office Management & Administration Report Among other things (such as examples of companies using compressed workweeks), this article addresses pros and cons of the compresse...
Source: Inside Public Accounting IPA recently published its 14th annual recognition of the Best of the Best—firms that “maximize their management efforts to move forward in best-practices style.”...
Source: Golden Practices Contrary to widespread expectations, “There are hundreds of firms that have been operating without timesheets and many, many more using various methods of value pricing, ...
Source: Possibilities for CPA Firms Leaders In this blog entry, Rita Keller, a leading CPA firm consultant, reviews various sources of compensation survey information. You can access them directly ...
Source: CPA Trendlines In this blog entry Rick Telberg says: “In these treacherous and tumultuous times, the difference between winners and losers—survivors and casualties—may well hinge on the q...
Source: Innovative Practice Management Following are excerpts from the referenced blog (below), reproduced with permission. The engagement letter does nothing to inform the client of its obligatio...
Source: Accounting Today Juries tend to ignore accountants’ disclaimers about fraud. Here is what you can do: Offer an internal control review to clients—or alternatively, send a letter warning c...
Source: CPA Trendlines The following blog entry of November 6, 2008, is presented in its entirety with permission. The blog discusses increases in new business start-ups during recessions. We think i...
Source: Accounting Today Gary Boomer has some sage advice for accountants to help them deal with the economic downturn. He warns that management deficiencies, which are often obscured by good times, ...
Source: Accounting Today In this article, Gale Crosley reports that while International Financial Reporting Standards will rev up demand for accounting services, its effects may be a few years away. ...
Source: Practical Accountant This article is based on interviews of several firms about their client acceptance criteria and processes. One of the major problems is getting individual partners t...
Source: Practical Accountant This article is based on interviews of several firms about their client acceptance criteria and processes. One of the major problems is getting individual partners to ce...
Source: CPA Practice Management Forum Has your firm ever been surprised by the loss of a long-time client? If the answer is yes, you may not be as intelligent as you think. Your market and competitiv...
Source: Golden Practices, the blog of Michelle GoldenMichelle Golden lists the following 10 ways to prove you are a real specialist: Let the public know you emphasize the niche in your CPE cours...
Source: VeraSage Institute In response to the question above, Ron Baker says anything can be differentiated. In his blog entry of October 9, 2008, he includes an article that recommends outsourcing t...
Source: Possibilities for CPA Firm Leaders, the Blog of Rita Keller Following are excerpts from the October 2, 2008, blog entry, “Recruiting Season is in Full Swing,” which are reprinted with permiss...
Source: Accounting Office Management & Administration ReportAt the AICPA Practitioners Symposium, consultant Jennifer Wilson presented ideas on how to create a learning culture in CPA firms of a...
Source: Public Practice If you’re an MP or department head, this article may help you better understand yourself and better relate to and with your partners. For other partners and staff, understandi...
Source: Partner Insights The following includes excerpts from PI, reproduced with permission: Through all of the rapid change in their external environment, “accounting firms have been slow to cha...
Source: Innovative Practice Management How Mark Bailey Company became one of the top CPA firms to work for in the United States: Elimination of time sheets, a form of micromanagement. This led to...
Source: Accounting Today This article points out that there is a time lag in the emergence of claims, especially in the tax area. Claims may arise two to three years after the fact in financial ...
Source: Accounting Today L. Gary Boomer says your clients look to you as a source of strength, especially in times like these. You should respond by: Meeting with them to discuss how they need...
Source: Press Release, The Rosenberg Associates The Rosenberg Survey says most experts believe 2007 will mark the end of the five-year boom in demand for CPA services. At firms with annual net fees ...
Source: Possibilities for CPA Firm Leaders, the Blog of Rita Keller Following are excerpts from blog entries of September 15 and 16, 2008, reprinted with permission. Serious Leadership Mistakes ...
Source: Insight Magazine In addition to helping save the planet, greening your office may have practical shorter term benefits. Here are some mentioned in this article: In a recent survey of MBA...
Source: Verasage Institute Scott Adams (Dilbert) on ROWE Ed Kless - 08/31/2008 We have talked extensively in the space about ROWE (result only work environment) and how we believe they are the f...
Source: CPA Success Young professionals say the issues they are most concerned with are: Transitioning from college to work. Skills development: Communication. Leadership and management....
Source: Golden Practices, the blog of Michelle Golden The following from an August 2008 blog entry of Michelle Golden, is reprinted with permission. My last post talks about the importance of &quo...
Source: Accounting Today L. Gary Boomer says partners are often roadblocks to strategic planning because they won’t commit to it or be held accountable for executing it. Partners often focus on t...
Source: Partner Insights Following are excerpts from an article by August Aquila in Partner Insights, reproduced with permission. August Aquila is CEO of Aquila Global Advisors. The following...
Source: Possibilities for CPA Firm Leaders, the Blog of Rita Keller Following is an entire blog entry on August 21, 2008, which is reprinted with permission. PREPARE YOUR PARTNERS, YOUR TEAM AND Y...
Source: Accounting Today Consultant Marc Rosenberg draws some important distinctions in how large and small firms determine partner compensation. Large firms are those in the top 100 in the country. ...
Source: Of Mutual Interest In December 2007 the AICPA issued an exposure draft making the use of certain limited liability and indemnification provisions “discreditable acts” under AICPA Rule 501. ...
Source: Partner’s ReportThis article is based on a presentation by Bill Reeb at the Association for Accounting Administration national practice management conference. Reeb says young people are no...
Source: Practical Accountant Practical Accountant gave its annual innovation awards in the areas of staffing, business development, enhanced firm culture/operations, and technology. We have selected ...
Source: Accounting Office Management & Administration Report AOMAR attended the Association for Accounting Administration’s National Practice Management Conference in June and prepared a report o...
Source: Inside Public Accounting The following excerpts are reproduced, with permission, from The Platt Consulting Group: Another Good Year For The Nation’s Top 100, But Small Cracks In The Armo...
Source: CPA Trendlines In a current survey by CPA Trendlines accountants are asked about the economy’s effect on business, hiring, and jobs. Here are two of the questions: Over the next six to ...
Claims are down, but will it continue, and are you prepared?...
From the Association for Accounting Administration’s 25th annual National Practice Management Conference....
CPAs make their work sound too easy....
The new ethics rules....
Survey of CPAs and technology....
A list of dos and don’ts....
How to do it and what to use....
Firms with low retention and high turnover work their associates too many hours....
Achieving partner unity....
They need teaching skills, communication skills, and patience....
Survey reveals how firms (averaging 10 professionals) recruit and retain....
Practical Accountant’s interviews of experts....
Most MPs agree that sharp technical skills aren’t enough anymore....
Survey on pricing strategies used....
It will lead to better firm profits....
Will you have the courage to do what Ron Baker suggests?...
How to work with your mentee....
Ric Payne says you can use Tiger Woods’ philosophy to be a better CPA....
It’s not socializing, and you don’t have to be an extrovert....
They lead to increased revenue and referrals....
It’s easier to be different than to be better....
From the AICPA Practitioners Symposium in Las Vegas....
Checklists are a form of stifling control....
Competencies required for partnership, and how to teach them....
Don’t make the mistake of thinking the younger generation is less capable than yours....
Who and how you promote can have a big impact on retention....
Two in three new graduates are taking their first jobs at firms with fewer than 50 CPAs....
A great summary of practical ideas....
It can increase efficiency while improving client service....
A white paper by Bruce Marcus and The Bay Street Group....
Most leaders have not been trained in their most important task—to develop strategy....
A useful checklist for what to do and not do in your strategic planning process....
Why small firms are endangered and what they can do about it....
Chapter 8, "Marketing with Permission," from Power Up Your Profits, Second Edition, by Troy Waugh, CEO of The Rainmaker Academy. This book covers principles, strategies, and techniques to help you build your practice by obtaining clients and building their businesses. We present one chapter per month, or you can order the book now....
Displaying Matches 100 thru 198 of 845 Found FIRSTBACK NEXTLAST