making partner when competence isn’t enough
four experts on what it really means.
by martin bissett
passport to partnership
featured
why firms conduct performance evaluations of partners
5 types of evaluations plus a relentlessly thorough 16-question self-evaluation. feeling confident?
by marc rosenberg
the rosenberg practice management library
the classic purposes of a performance evaluation are:
- to improve performance
- to clarify what is expected of the individual and what is needed to advance
- to provide management with information to use in making promotion and compensation decisions
more: what new partners should know about buyouts | comp: what new partners don’t know | how to get promoted to manager | the 17 rules for making partner at a cpa firm
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the need for performance evaluations applies to partners as well as staff. contrary to what many partners may feel, partners can and must continually improve their performance.
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pricing your cannabis services
whether you work with cannabis or cbd/hemp businesses, these 6 steps will guide you.
by andrew hunzicker
properly quoting accounting fees is complicated in any industry, but establishing a pricing policy for the wily cannabis and hemp/cbd niches can be especially challenging and overwhelming.
if you find it hard, or even scary, to price your cannabis and hemp/cbd accounting services without undercutting your value, you are not alone.
more: why are ceos so confused? | everything you wanted to know about dispensary accounting but were afraid to ask | 5 do’s and don’ts for cannabis cpa marketing | cannabis: thc vs. cbd critical differences | 4 best things about being a ‘dope’ accountant | 5 biggest mistakes cannabis ceos make | five secrets to launching your own cannabis accounting firm | five reasons accountants should serve cannabis clients
many accountants struggle with raising their fees beyond low hourly rates. learning how to
- package your services,
- create clear offers to reflect your value, and
- develop a system for charging appropriately for cleanup, onboarding and ongoing work
will enable you to confidently set your price and find clients who will happily pay it.
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accountants to small biz: ‘be nimble, be quick, be careful’
accountants in 卡塔尔世界杯常规比赛时间 / avalara study say small business faces massive, rapid changes.
by 卡塔尔世界杯常规比赛时间 research
when the 2021 卡塔尔世界杯常规比赛时间 business barometer asked for advice for small businesses in the brave, new post-covid-19 world, no one said, “don’t worry, be happy, sit back and relax.”
more: covid relief measures swamp tax pros | pop quiz: can you find $330,000 for your clients? | automation without accountants | survey: your favorite desktop pc | remote work is here to stay
rather, they advise flexibility, adaptability, and care with cash management. accountants in the study sponsored by avalara are offering plenty of plain-spoken advice, and they’re not mincing words. read more →
there are 4 types of professionals
which one should you be?
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
over the last decade with rising markets and the ranks of the wealthy swelling, it has certainly been possible to build a $5 million high-net-worth practice.
more: 16 questions to set your practice goals | 6 steps to maximize referrals | a high-net-worth practice in four steps
even with soaring competition, using the very same approach as we are discussing, you could have consistently generated those kinds of revenues or better.
so, what is the difference today? the difference is covid-19.
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