and 8 things these people have in common.
by august aquila
creating the effective partnership
many accountants could add to this list, but here are some of the surefire signs that a firm has weak leadership driving the firm toward implosion.
– the way partners resolve issues is by finger pointing.
– the firm is in a spiral downward trend.
– the best producers often decide to leave the firm or just look out for themselves.
is your plan upside down?
by bill reeb and dominic cingoranelli
卡塔尔世界杯常规比赛时间 / succession institute
these 4 keys come down to meeting needs.
by jody padar
the radical cpa
people often ask me: what makes a firm a “new firm”? there are four fundamental tenets.
more on radicalism: radical or complacent? you choose | customer viewpoint: creating a journey map | who, me a consultant? | how spiritual value affects pricing | keep scope creep and seep from hurting bottom line | get radical about pricing | how social media transforms firms to their core | radical tenet #1: embrace the cloud | being radical is all about your customer
these four tenets, although adopted differently within each firm, compromise a new set of values that most of the “movement” firms embrace. ready? here we go:
read more →
consider creating two classes of partners.
by bill reeb and dominic cingoranelli
卡塔尔世界杯常规比赛时间 / succession institute
when partners plan to retire, how do we go about creating additional capacity or freeing up the necessary capacity to handle the client transitions that need to occur?
more on performance management: partner retirement and the war for clients | succession: the questions to care about | 7 succession questions to ignore for now | develop your employees or suffer the consequences | what having your employees’ backs means | 5 harmful management attitudes (and how to fix them) | job 1 for the practice owner: client management
first, all of the “c” clients, which is our shorthand way of describing the smallest clients the firm serves – who while profitable, don’t have much opportunity to hire us for additional services – should not be transitioned to partners, but rather to managers.
read more →
how do you feel about evaluations … and tying compensation to them?
by marc rosenberg
cpa firm retreats
before formally beginning the discussion part of a retreat session, it’s always a good idea to begin by asking the participants what they want to be sure to cover. as issues are suggested, the retreat facilitator should write them down on a flipchart.