strategic planning for the small firm

dial with arrow pointing to word "strategy"plus actionable tips for each area.

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

question: do you recommend strategic planning for a small accounting practice?

more: does your staff know all the services you provide? | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data | 9 must-haves for firm growth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: i recommend it for everyone. it is important for larger firms to make sure the partners are on the same page.
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another meeting?!?! … sigh

business meeting with people around table facing forwardif they’re necessary, so be it. but set some guidelines.

by steven e. sacks
the new fundamentals

when in doubt, call a meeting. jeez! how many hours in the u.s. are cumulatively wasted on a daily basis with meetings? are they really necessary?

more: busyness isn’t the same as productivity | is your firm’s culture a magnet or a repellent? | building teamwork under covid pressure | make your writing count | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid |the new covid-19 workplace: are you prepared?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if yes, do you employ rules of courtesy, such as strongly encouraging punctuality? do you have a clearly articulated agenda that was distributed in advance of the meeting? if yes, did it provide advance notice about any preparatory work or research expected to be done by the participants? finally, will the meeting be structured in such a way that it will allow for participation by the complete group?
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busyness isn’t the same as productivity

stacks of papers on the corner of a deskdo you really need to go to that meeting?

by steven e. sacks
the new fundamentals

did you ever notice when you call an associate, a friend or a business of any type, more often than not he or she will always respond with “i’m really busy” or “i’ve been jammed up”? it does not matter the time of the year, much less the time of week or day.

more: is your firm’s culture a magnet or a repellent? | organizational trust: top-down and bottom-up | how can change management really produce change? | trust: one building block of success | make your presentations memorable | have a real-life conversation | is your message open to interpretation?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

has busy become too colloquial and is simply a throwaway line? what is actually meant by “busy”? or, more specifically, what is the condition of “busyness”?
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why create an accounting firm business model?

process touch screen showing workflow designpsst … it includes checklists.

by ed mendlowitz
call me before you do anything: the art of accounting

running a professional services business requires the ability to manage multiple types of strong-minded and -willed individuals.

more: advice to new accountants | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients that got away | upselling made painless
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it works, but it needs a discipline and a model to follow.

here is mine:
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is your firm’s culture a magnet or a repellent?

magnet drawing in three peoplethe partners want the money; the younger professionals want the meaning.

by steven e. sacks
the new fundamentals

in the famous words of management guru peter drucker, “culture eats strategy for breakfast.” accounting firms are starting to get this message because now they are instituting initiatives that would have been laughed at years ago: a) every day is jeans day, b) shorts when there is no client meeting, c) work from home and d) reduced saturday hours during busy season. and on it goes …

more: organizational trust: top-down and bottom-up | staff orientation: a little investment goes a long way | managing information overload | 6 types of non-listeners | political correctness or just common courtesy? | syncing up for the covid era
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

attracting and retaining quality staff has become one of the top concerns for cpa firms that want to grow and remain competitive. salary is no longer the number one concern for today’s younger professionals. opportunity, responsibility, accountability and a well-defined career path are the motivators. firms are pulling out all the stops to attract professionals who will be viewed as tomorrow’s leaders.
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the myth of multitasking

more activity doesn’t mean better productivity.

by steven e. sacks
the new fundamentals

how many people believe they thrive on doing at least two things at a time and believe that they are achieving optimal results? when you are on the phone, do you ever hear the clack, clack, clack of the keyboard in the background of the other party? or if you are in the middle of a conversation do you sense that the other party has to put you on hold because there was someone who may have entered his or her office? or, finally, you use a hands-free device for your conference call, do you put it on mute and then conduct in-person conversations in your office, or go through your email?

more: building teamwork under covid pressure | how can change management really produce change? | trust: one building block of success | make your presentations memorable | exchanging knowledge has no downside | political correctness or just common courtesy?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what happens? you lose the essence of the conference call; you may have been given an assignment you missed or you did not respond to questions that were directed toward you. what does this tell the host of the call or the other participants? not only are you rude, but you may be the person who will throw a wrench into the spokes of an initiative that everyone is invested in.
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building teamwork under covid pressure

handshake at an office meetingthe pandemic only highlights problems that existed before the office buildings were bolted shut.

by steven e. sacks
the new fundamentals

with the covid outbreak, businesses of all types have had their teams work remotely while trying to ensure that the team structure was secure.

more: how can change management really produce change? | managing information overload | 6 types of non-listeners | listening: how a conversation works | exchanging knowledge has no downside | political correctness or just common courtesy? | syncing up for the covid era
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how to communicate with and ensure trust with each team member has presented challenges – some having to do with issues that normally occur even in an in-person setting, in pre-pandemic times.

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how can change management really produce change?

post with two signs, "same" and "change"bonus: 3 steps to improving your culture.

by steven e. sacks
the new fundamentals

lately i have been in conversations on the topic of change management. there is no one right definition because consultants can view this concept in slightly altered ways. besides, one person’s view of change can be another’s view of slight modification. either way, there needs to be preparation from the firm, team and individual levels.

more: managing information overload | make your writing count | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared? | does your firm’s board know its role? | are executive performance reviews dangerous? | influence, don’t manipulate
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

on a visceral level, change management is a mindset of how to prepare, equip and support people so they can successfully adopt change to drive organizational success and the resulting outcomes. if you peel away the layer of consultant-speak, it is really about how to influence people to change their behavior from “in the moment” to “future thinking.”
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teaching the meaning of ‘done’

angry boss in chair staring down at tiny businessmannot to be confused with the dreaded “done but.”

by frank stitely
the relentless cpa

in my last book, as with this one, i recommended hiring younger staff. in that book, i cautioned that you might have to teach very simple tasks like breathing and using the bathroom to your newbies. www.g005e.com posted an excerpt with my advice.

more: how we killed the tax season client meeting | why your firm needs to attract more millenials | the fool in the room | the 3 biggest tech failures of accounting firms | 7 steps to effective project management | wip-ing clients into shape | the land mines in tax returns | give your people the resources they need | the right way to assign staff projects | workflow for dummies
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one reader posted that she didn’t believe it was the responsibility of an admin department to teach bathroom use. she was new to this hot new writing technique called sarcasm. she did a great job making my point that you have to teach your staff a lot of really basic things.
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managing information overload

woman yelling into bullhorn and newspapers flying outthe right decisions depend on it.

by steven e. sacks
the new fundamentals

it’s a non-stop world of information, data and knowledge shared by anyone from anywhere. it overwhelms, frustrates, confuses, provokes, guides, influences, paralyzes and spurs action. what we research informs the areas we want to investigate further based on the level of knowledge that we need – or how seductive the messaging is, piquing our curiosity even more.

more: make your writing count | trust: one building block of success | make your presentations memorable | have a real-life conversation | is your message open to interpretation? | why proper communication is critical | how to select your firm’s board | real influence vs. immediate gratification | 4 ways to boost job satisfaction
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

newspapers, magazines, cable, radio, social media and a multitude of in-person events create this 24/7 world of information gathering. for business leaders, deciding where to look for information influences their approach to learning more. leaders who seriously take their role of decision-making want to learn; they collect the relevant data and anecdotal information so they can contemplate the pros and cons of certain actions to take.
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learning to love video calls

four people on each side of a videoconferencetake the pain out of online meetings with weekly updates.

by jody grunden
building the virtual cfo firm in the cloud

if you’re the type of person who cringes at the thought of “another meeting,” i’m here to tell you, you’ve got to get over it. when you work with and for your clients remotely, you simply have to embrace meetings.

more: try an accountability chart instead | give your leadership team time to lead | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not only do meetings become the foundation of every relationship within your company, but they are the stimulus for where the work gets done.

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