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getting the right ‘look’ requires some planning

by rick telberg

projecting a look that communicates your firm’s true professionalism requires more than just shiny shows and a good smile. it really requires a smooth and consistent overall appearance that coordinates everything from your stationary to your demeanor. if one of these components projects a less-than-professional look, it can put a big dent into your overall effort.

in fact, 87 percent of finance professionals agree “you are evaluated by your manner and appearance, not just your work,” according to bay street group llc. and, of the financial professionals who say the look and feel of their marketing materials can be decisive, 73 percent hold ceo or other c-level titles.

clearly, it’s not something you can take lightly. so, before you go out and spend thousands of dollars on a professional designer, think a little about the image you project or want to project.
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are you ready to make the break? get the facts. join the study.

by rick telberg
for the finance executive

running a business from home may make your life easier, but don’t expect it to make your work any easier.

practitioners with at-home businesses say it requires a greater commitment and a more serious approach to your job than working elsewhere. making it all the more difficult are all those personal life distractions that can only pop up at home.

“you must be disciplined, able to focus without being distracted and willing to be available at all hours and to be flexible for client needs,” says carol tremble, who runs a full-time public practice at her home in south hero, vt.
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cpas reveal top competitive strategies for 2008. get the secrets. join the study.

by rick telberg
at large

tax season is right around the corner, so what are tax professionals doing to add value to the service they bring to clients? the answer is simple: they are getting personal.

jon neal, managing member of greenfield, wis.-based the neal group, says he offers “personal attention with explanations and advice on how to make things better.”

neal is not alone, and many would likely argue that that’s a good thing. recent research indicates that there’s room for improvement when it comes to tax preparers promoting the value they bring to small-business clients. a national federation of independent business survey found that 88 percent of businesses with fewer than 250 employees used tax professionals to prepare their most recent federal tax returns. however, only about 5 percent of all small businesses, including 3 percent of those with more than 20 employees, said it’s a more cost effective move compared with handling the taxes in-house.
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november 12, 2007
by rick telberg/at large

if you’re reading this in your pajamas, you’re not alone. in fact, you may be a fairly typical cpa. tax and accounting professionals, you see, are a fairly home-oriented bunch of people.

the vast majority of cpas work at home, for one reason or another, at one time or another. they may be taking work home with them. they may be operating full-time or part-time businesses. they may be moonlighting after their day jobs. or a little of all of the above. what are you doing?

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unlock the creative energies of people around you.

by rick telberg

anyone who thinks cpas don’t need to think outside the box probably isn’t a cpa. from audit firms to finance departments, you’re in a business. and any business, to remain a business, needs to grow and adapt.

both growing and adapting demand creativity—new directions, new solutions, sometimes even solutions to problems so new that no one has even recognized them yet. every finance or accounting organization, whether on the cusp of innovation or in the slough of the tried-and-true, can do something better.

and if you think your outfit can’t do anything better, then you definitely have some thinking to do. not just thinking but creative thinking.
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one of the best essays on the history of accounting can be be found at the website of the association of chartered accountants in the united states.

it begins like this…

unlike most other modern professions, accounting has a history that is usually discussed in terms of one seminal event – the invention and dissemination of the double entry bookkeeping processes. but a view of accounting history that begins with luca pacioli’s contributions overlooks a long evolution of accounting systems in ancient and medieval times.

more fundamental is the question, why should we care about the history of accounting at all? certainly a glimpse back into this period helps illuminate our past generally, and it is the sort of winding, twisted path that makes for an entertaining story. but perhaps the most compelling reason is to help explain the phenomenal growth that the profession of accountancy has enjoyed worldwide since the first royal charters were granted to the society of accountants in edinburgh less than 150 years ago.

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many cpas think so. how does your office rate? join the study; get the benchmarks.

by rick telberg

new workplace research provides some healthy food for thought for cpas and finance professionals—particularly for managers of firms and accounting departments interested in their own profitability and in retaining superior employees.

the gallup organization reveals that companies with the highest proportions of “engaged” employees increase their earnings more than twice as fast as companies with low proportions of engaged employees.

moreover, gallup shows that companies in the top-quartile for employee engagement have 18 percent greater productivity levels and 12 percent higher profitability than the bottom quartile companies. that all translates to 2.6 times faster growth in earnings per share. but only about 29 percent of employees are actively engaged in their jobs, according to gallup.
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