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knowledge maintenance: gaining employee buy-in

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smiling woman meeting with man in officethey’re going to leave. pick their brains first.

by steven e. sacks

i’ve discussed the importance of collecting and storing institutional knowledge in the event of employee illness, resignation, relocation and acquisition. not to be overlooked is to have the support of your employees to make this endeavor successful.

more: why knowledge maintenance is key | set your staff on the right course | how motivation is like bathing | be a talent magnet | make crap a badge of honor | the job interview: a make or break proposition | 10 elements to balancing shareholders’ needs
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

employees will want to know how it will personally benefit them, because after all, this is another function you have assigned them. you need a deft touch in explaining that documenting their experience and knowledge is not a “chore,” it is an integral component for preventing disruptions to operations during times of change – both anticipated and unanticipated.
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2020 outlook: focus on business development

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consider spreading the responsibility.

by art kuesel

few firms have truly unlocked the keys to above-average organic growth. those that have unlocked the keys display distinct differences from many firms that haven’t.

more: 2020 outlook: innovate and anticipate | balance advisory and compliance | talent shortage drags on | demand is high | business development goes borderless | data import on the rise | becoming the most valuable advisor | top three tips for 2020 success | where do you want to be? | dicey disruptions | upstream mergers | staffing gets creative
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one is a strong bench of young and up-and-coming partners with above-average potential to contribute to business development. not only is this a succession planning strategy, it can double as a growth strategy.
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protect and grow existing clients

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blue pencil on survey formhow your net promoter score can help you focus.

by marc rosenberg
the rosenberg practice management library

we’ve discussed how there are four disciplines of cpa firm practice development. here is how firms commonly spend their time on each discipline, or marketing activity:

  • discipline 1, grow and protect existing clients: 50%
  • discipline 2, develop and nurture referral sources: 30%
  • discipline 3, prospect to attract new clients: 15%
  • discipline 4, perform support activities: 5%

more: the 4 marketing disciplines | 15 powerful niche marketing practices | 19 takeaways from the history of cpa firm practice development | why you have to kill the old paradigms | are you ready for the great disruption?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s start by focusing on discipline 1, growing your existing clients.
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suchoff takes cannabis accounting passion national

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portrait of sandy suchoff
suchoff

she cites the usual complicators: 280e, the dearth of banking services.

by 卡塔尔世界杯常规比赛时间 research
cannabizcpa.pro

sandy suchoff’s initial interest in cannabis came when a family member had an immune deficiency condition. the treatments seemed almost as hazardous as the disease itself.

more on cannabiz: why are ceos so confused? | everything you wanted to know about dispensary accounting but were afraid to ask | ‘high times’ at aicpa | cpa cathro goes 90% cannabiz in the bay state | why jax wheatley shifted from lbgtq to cannabis clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

medications came with lists of serious side effects and often conflicted with each other. but from what suchoff read – and she read a lot – cannabis could do a world of good without threatening harm.
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