sailing the seven c’s to partner
competent? great. but that’s just a prerequisite.
by martin bissett
passport to partnership
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11 ways to boost billings and impress clients
win-win-win: stand out from the competition, serve the client better and put more green in your bank account.
by sandi leyva
the complete guide to marketing for tax & accounting firms
as you build your relationships with your clients, it’s always a good thing to see how you can serve them even better.
more on small-firm growth strategies: how clients get underserved and accountants get underpaid | how much are your clients costing you? | how much are your clients costing you? | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
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here are 11 ways you can add value to your existing services, which will enable you to stand out from the competition, serve the client better and put more green in your bank account.
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a tech stipend for employees? why not?
not everyone wants the same perks.
by jody grunden
building the virtual cfo firm in the cloud
in addition to the more traditional benefits, we also offer a few creative perks that i think our employees really appreciate, including an education stipend and a technology stipend.
more: it’s ok when some employees quit | staffing: 10 key interview questions | leaders need time to lead | when value billing eliminates guesswork
education stipend
we believe that continuing education keeps our team members sharp and ahead of the game. one of our core values is “curiosity” because we want our employees to always be thinking about how we can improve our services, become more efficient and do things better. we want people to think outside the box because we’re not a typical accounting firm, nor do we ever want to be one.
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how to put the ‘success’ in succession
“the optimal approach for transition is to have in place a real-time written, approved succession plan that includes a process for periodically reviewing and updating it.”
by ira rosenbloom
cpa firms are constantly changing. technology advances. legislation gets rewritten. client services are added or removed. and, of course, team members join and leave.
more: how covid-19 has changed succession planning | top 10 steps to maximizing profitability
with all of the change, the dependence on quality talent to lead and sustain the firm remains. hiring and retaining quality staff members usually ranks as one of the top 10 critical factors firm leaders face when they are asked about challenges.
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15 essential skills for managing partners
where do you spend your time? when is something “good enough”?
by marc rosenberg
the role of the managing partner
marie kondo is the bestselling author of “the life-changing magic of tidying up.” as a lifelong businessperson who came out of the womb highly organized, i enjoy practicing her methods, but i know they are elusive to many people.
more: the 14 trends crushing today’s accountants | 3 traits of the best managing partners | partner compensation: a potent weapon | how long should it take to make partner? | the managing partner’s role in mergers | five ways to evaluate partners | manage partners with goal setting | overarching authority that managing partners must have
this article is my version of how business people, especially cpas, can learn to increase their efficiency and productivity by being better organized. beware: as with all self-improvement initiatives, you must start with the right attitude. you must truly want to be an organized person, not just say it or think it. then and only then can you be successful at tidying up.
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