staff orientation: a little investment goes a long way

businesswoman shaking hands with someone out of viewwhat do you wish you had known your first week?

by steven e. sacks
the new fundamentals

staff retention and onboarding in cpa firms are ongoing problems. a critical component of retention is staff orientation.

more: building teamwork under covid pressure | how can change management really produce change? | trust: one building block of success | make your presentations memorable | have a real-life conversation | is your message open to interpretation? | why proper communication is critical
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because of the accounting profession’s regulatory nature, firms have provided cpe in accounting, auditing and tax updates. why? because adherence to rules and standards is mandatory. but what about other areas to ensure that the firm’s professionals are given the tools and knowledge to perform at their optimal level?
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6 leadership challenges through covid and beyond

illustrationhow do you handle them?

by anthony zecca
leading from the edge

within every firm, every leader (edge or center) faces challenges every day. sitting here in 2020 as i write this book, the challenges presented by covid-19 are seismic in terms of impact as well as being totally unanticipated. covid-19 has forced firm leaders to examine their own firm down to its very core and to make decisions that challenged their leadership in ways never imagined.

more on edge leadership: assessing your firm | the 4 traits of great cpa leaders | why leaders must ensure clarity | incremental vs. exceptional success | do you lead or just manage? | managing vs. leading | is your leadership team at the edge? | 6 leadership challenges through covid and beyond | edge leaders share 7 strengths | leadership must drive culture | leading from the edge
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covid-19 has also resulted in new leaders emerging from the chaos of the pandemic to rise to a level of edge leadership. edge leaders will see the opportunities created by covid-19 while center leaders will only see the challenges. edge leaders will examine every challenge and find the opportunity making the firm stronger as a result.
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the services that cas clients want

happy businessman using smartphone at officeplus six more general human wants to consider.

by hitendra patil
accountaneur: the entrepreneurial accountant

what some clients feel is an absolute need, others may feel is not so.

people may need to book an uber or lyft ride, but some of them may want a premium ride.

more: the services that cas clients need | the 8-step method for launching client accounting services | six reasons cas is king | who’s afraid of client accounting services? | what cas is … and is not | how to develop the cas mindset | the right mindset for client accounting services | client accounting services: the definitive guide
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some of your cas will be the premium ride some your clients will want. and – don’t be surprised – for some clients, your premium services will be the need (you want such clients).
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why we have to deal with guilt

businessmen miserable over errorit’s one of the most damaging emotional obstacles you throw in front of yourself.

by bill reeb

when i talk about guilt and duty, the examples i share can sound similar. however, the distinction to me is that duty is what you feel before you make a decision or take an action, and guilt is what you feel afterward.

more: is your sense of duty misplaced? | are you paralyzed by fear? | how to change the way you think (and why) | have your beliefs stopped serving you? | don’t use only your strengths | are you your biggest obstacle? | why your to-do list isn’t getting done | appreciate the joy that comes from work
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for example, i feel a sense of duty to protect my daughter, and i would feel guilty if she were hurt badly because i would imagine everything i should have done to better protect her (even if what i imagined would be unreasonable to expect).
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