survey: office 365 dominates accounting offices
google snags 2 percent.
by randy johnston and brian tankersley
the accounting firm operations and technology survey
featured
evaluating the managing partner
they need performance feedback, too.
by marc rosenberg
the role of the managing partner
“a rabbi whose community does not disagree with him is really not a rabbi, and a rabbi who fears his community is not really a man.” – rabbi israel salanter, museum of the diaspora, tel aviv
more: grading your managing partner | why firms conduct performance evaluations of partners | top issues for millennial managing partners | the managing partner’s secret weapon | how a good managing partner impacts profitability | how a great managing partner impacts firm growth | compensation is no way to manage partners | clarify partner expectations | herding cats: advice for managing partners
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everyone needs feedback. unfortunately, many people in all walks of life, in both personal and business settings, avoid feedback because they don’t want to deal with the reality of the messages.
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make firm culture work for you
bonus: 5 ways to make sure people believe in both themselves and the culture.
by martin bissett
passport to partnership
yes, shirt logos can matter
marketing is the totality of your efforts to get additional business.
by ed mendlowitz
call me before you do anything: the art of accounting
i like to wear shirts with my firm’s logo. we have an arrangement with land’s end where we can order what we want from their catalog and have the withum logo applied. it is a very easy process.
more: 10 more reasons cpas quit public accounting | family trees of clients | why accountants quit | when siblings battle over the family business | how bickering can ruin a family business | one hour a year since 1972 50 ways to make more money in busy season
when i had my own firm we let staff freely choose what they wanted from the land’s end catalog, and we ordered it for them. it shows pride in the firm, is a walking billboard advertising your firm, and presents an appearance of a “together” firm. it is a low-cost method of promoting your firm and strengthening your brand and culture. in instances in which clients asked for shirts, we willingly provided them. there are other vendors, including local suppliers, and this is not restricted to land’s end.
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what a firm needs from its leaders
“partner seniors” just won’t do.
by marc rosenberg
the rosenberg practice management library
a great episode from an old, award-winning tv show, “m*a*s*h,” is relevant here. the two stars, hawkeye and trapper, are captains and doctors serving in the korean war. they drive to a nearby military base on business. they have brought with them the timid but highly effective company clerk, corporal radar o’reilly.
more: what prospective partners should ask their firm | what new partners should know about buyouts | making partner: do the math | a crash course in the business of public accounting | making partner: what managers need to know | nine reasons people are promoted to partner
the mischievous captains decide to stop at an officers’ club for a drink, but radar tells them he can’t enter because he’s not an officer. hawkeye, ever the schemer, comes up with a solution. he takes one of his captain’s bars and pins it on radar’s lapel, and the threesome enter the club.
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