leadership

do cpa firms need management or leadership?

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differentiating between the two, and the two most common styles of management.

by bill reeb and dominic cingoranelli
卡塔尔世界杯常规比赛时间 / succession institute

let’s start out with a straightforward question. what is the difference between management and leadership?

from one point of view, leadership is far different than management. for example, leadership might be all about developing a vision for the organization, being innovative, motivating others, empowering those around you, focusing on developing the people around you instead of just developing yourself, looking for positive ways to change, doing the right thing, and keeping the forest in view and not just see the trees.

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clear billing procedures make collecting easier

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tips for handling everything from late payers to extra services to minimum fee schedules.

by ed mendlowitz

question: can you give me some suggestions on overall firm pricing and billing methods?

more practice doctor q&a: there’s more to growth than marketing | how to make staff a team again | before you even think about selling your practice | how to make annual staff evaluations work | change your thinking about ‘small’ clients | why adopting new technologies is a must | when fees don’t keep up with cost increases | lowballing and why it (usually) doesn’t work | what goes in a client’s permanent file? | why the average fee doesn’t matter | how to apply value pricing to bundled services | 6 ways to take a client beyond tax prep

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answer:  here’s how we’ve handled the billing and collection process at my firm.

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there’s more to growth than marketing

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ed mendlowitz cpa the practice doctor q and ayou need goals, not just a desire to get new business.

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

question: we are a 20-person firm and are thinking of engaging a marketing consultant for training on how to get new business.

more practice doctor q&a: change your thinking about ‘small’ clients | it’s not sales. it’s your duty | quote with care when asked for valuation | how much should you pay to buy, sell or merge an accounting practice? | why the average fee doesn’t matter | 6 ways to take a client beyond tax prep | 6 simple steps to impress a prospect | 10 ways to get new 1040 clients | 23 reasons clients really need you for taxes

have you heard of anyone in particular for cpa leadership training? what does your firm do regarding this? an internal program or do you use outside consultants? read more →

how to make staff a team again

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bonus checklist: 5 steps you can take today.

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

question: my staff seems to have “wandered” away from feeling this is a firm – that we are all in this together – to becoming a bunch of people who happen to work at the same address.

more practice doctor q&a: how to make annual staff evaluations work | when staffers stagnate | 7 ways to lose a client’s trust | 18 ways to blow a partnership opportunity | when a staffer stops listening | making meetings more productive | 44 critical criteria for accounting staff performance evaluations

do you have any suggestions to get them to pull together?

answer: yes… read more →

protect your protégée from flextime saboteurs

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woman sitting at office desk looks at her watchflexible scheduling can benefit everyone, but some people don’t see it that way.

by ida o. abbott
sponsoring women: what men need to know

a talented, ambitious woman who works less than full time or takes extended family leave is extremely vulnerable to being derailed professionally.

whether because she is “out of sight/out of mind,” or because people doubt her commitment, she may be disregarded for promotions or high-profile projects.

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more on sponsoring women for leadership: ‘soft skills’ advice needed, too | use others to promote your protégée | 8 ways sponsors can highlight opportunities | 17 ways sponsors can help protégées | 3 ways to derail sponsorships | 4 reasons women hold themselves back | 4 ways sponsors can help women seek power | bias about women with families lingers | judged on performance, not potential? must be a woman | 3 ways men are favored in the workplace | women need promotions, not just advice | mentor or sponsor? how to distinguish roles | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board

a sponsor can ensure that she has access to those opportunities and support when she accepts them. he can make the difference between this woman staying on track and ascending to top leadership posts or leaving the company for another job. read more →