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tell managers what ownership means

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younger businesswoman and older businessman smiling and talking in office hallwaydon’t assume they see the benefits.

by gary bolinger

not long ago, i was in a firm meeting with several partners and senior managers. the plan for the meeting was for me to provide an update on current and emerging issues facing the profession and firms. the issue of succession planning came up (as it frequently does). i had been scanning the room to attempt to determine who was really tuned in and who was just warming the chair they were sitting in.

more: clients: what accountants don’t understand | why accountants fail at consulting | advisory vs. low-value clients | what + who leads firms to better service | how accountants are profiting in disruption | ask the right question(s) | seven elements of engagement for cpas | true advisory work isn’t just consulting
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a senior manager had caught my attention because he seemed intent on learning and understanding what was shaping his chosen profession. so, i took the opportunity to bluntly ask if he was interested in being an owner in the firm. i got a raised eyebrow from some of the partners. they obviously thought i was asking a question with a rather obvious answer. but …
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romeo, juliet, google and client accounting services

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silhouette of a woman smelling a rose against a sunsetnever tell them it’s “client accounting services.” here’s why.

by hitendra patil
client accounting services: the definitive success guide

i recently spoke with an experienced cpa who has been very keen to expand the firm’s client accounting services practice. i told her, “if your firm’s website and marketing material states you offer ‘client accounting services.’, you’d want to rewrite that content, like, immediately.”

more: why cas is great for revenue growth | survey: why some firms fall behind in cas | how cas makes firms better | cas: finding the why behind the why | how to lead clients into client accounting services | cas begins with a mindset
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she was utterly puzzled and asked:

“but cas is vital for the future of accounting firms, and you wrote the profession’s first book on cas, so why are you now saying so?”
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making partner: do the math

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man looking at 5 keysfive times when ownership percentages shouldn’t come into play… and alternatives.

by marc rosenberg
the rosenberg practice management library

accepting a partnership invitation offers two terrific, lifetime benefits to new partners that, for most people, cannot possibly be matched in any other career pursuit.

more: there are two kinds of accounting firms | drive your profits with only four metrics | a crash course in the business of public accounting | how to get promoted to manager | how to create a path to partner | making partner: what managers need to know | the 17 rules for making partner at a cpa firm | who shouldn’t be a partner? | nine reasons people are promoted to partner | how to make partner?
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if they don’t see this and agree with it, then perhaps it would be unwise for them to accept the partnership offer.

let’s do the math.
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titles can make people happier

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but some people will never be happy enough.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: my top staff person wants a better title than manager, or senior manager. any suggestions?

more: help! key staffer refuses to supervise people | 44 key attributes for assessing staffers | make cpe worth your while | what to do with a lousy client? | but i am managing! | how to run a practice in 90 pages | how improv can help accountants
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answer: in larger firms, senior manager is one step below partner.
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why cas is great for revenue growth

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six reasons you need it, no matter the size of your firm.

by hitendra patil
the definitive success guide to client accounting services

before we get to why firms can’t miss out on cas, we need to know why business owners buy accounting software, even when their core business is not accounting.

more: survey: why some firms fall behind in cas | how cas makes firms better | cas: finding the why behind the why | how to lead clients into client accounting services | cas begins with a mindset
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in the years before the internet, accounting software was only desktop software. businesses used it to run their business processes – to issue checks, record income, and for some other processes. business owners predominantly did transactions processing, leaving the financial accounting – and compliance – to professional accountants.
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