Insight from experts on current issues for CPA firms, partners, and managing partners.
Did you miss this webinar? Watch Laurence Whittam anytime presenting - Building Capacity to Scale: The Infrastructure, Talent, and Systems Modern Firms Need to Grow... Join Laurence October 22nd for his LIVE webinar - Solve Staffing Issues
Step 1: Connect Productivity to Paychecks Step 2: Explain Where Revenue Comes From Step 3: Showcase Impact of Increased Productivity Step 4: Showcase Impact of High-Quality Work Step 5: Add in Modern Metrics Step 6: Define Individual Goals Step 7…
Brian Blaha discusses the eight disciplines that separate firms that merely talk about enterprise value from firms that actually build it. Growth Strategy & Market Positioning Client Centricity as Enterprise Strategy Accountability Building Advisory…
Sandra Wiley shares these essential qualities of becoming a credible communicator: Be Transparent Be Consistent Be a Good Example Be Competent Be Trustworthy In addition, remember the power of believing in your own message! Listen to this short clip…
What would it mean to your firm and its partners to greatly improve your client service, including expectations, profitability, and overall satisfaction for clients and for the firm? You can create and command an elevated client experience - for you…
Did you miss Lisa Tierney's webinar? Watch the full webinar here! Join Lisa LIVE on April 28th for Create Your Dream Practice: Attract & Nurture Ideal Clients as a True Advisor
Your hourly rate puts you in opposition with your client because you get penalized for efficiency. It sets the wrong incentives – you want to take more time to earn more, your client wants the exact opposite. An hourly rate overlooks your highest…
Accounting firms have long adhered to a conventional business approach, striving to cater to every need. Consequently, they often find themselves juggling numerous clients and services, leading to issues such as inadequate pricing, overburdened…
In addition to culture and values, job seekers are often interested in the benefits and perks offered by potential employers, especially in the accounting profession. A positive culture that promotes a healthy work-life integration, comprehensive…
Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future. Dream strategically to consider what your ideal practice would be. Here are some powerful actions for near- and…
What is a priority? Let’s start with an example… You have two returns that you need to wrap up that have been nagging at you for days. You think, “I have to get these out today.” You walk in the office or open the computer ... email and urgent not…
Do you want your CPA firm to thrive for years to come? Invest in the future of your firm by prioritizing new partner development. Use these ten best practices in new partner development to guide your firm to a bright future. 1. Communicate the…
Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all solution, firms with revenues of $1M to $20M should be provoked by the current market conditions and put a plan…
