leadership

procedures require regular revisiting

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woman drawing flowchart on a blackboardremember it’s not just your team on board, it’s also your clients.

by penny breslin
it’s not just the numbers

once you have your procedures, you can assign tasks to your team members. because we perform back office work for many accounting firms, we often adapt to other firms’ workflows. we are often on their workflows for our tasking but internally we also needed a simple means of tasking. another easily integrated app with slack provided this, teamline. with teamline we just type /teamline into any channel and:

  • create a new task on the fly or use a premade template
  • assign it to a team member
  • set a due date
  • attach a file
  • add a checklist of items

more: how to use onenote to create a firm playbook | how to develop internal procedures | proper workflow demands consistency | workflow tools can deepen client relationships | going viral: today’s top marketing strategies | top ten types of clients (and 24 more reader suggestions)
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teamline notifies both the assignee and the creator as to the progress of the task automatically. integration to our google calendar puts the teamline task into the calendar. we never leave slack while doing this as the integration between slack, teamline and google calendar is seamless.
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how do you value your most important asset?

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yes, your employees.

by steven e. sacks
the new fundamentals

skills, abilities and experience are the elements recruiters use to assess candidates who come before them. but what is interesting is despite a skill set playing  a dominant role in the value that an employee brings to the organization, it may not be recognized as such. this is not a new concept. i came across research conducted in 1918 by harvard university, the carnegie foundation and stanford research center.

more steve sacks: how to build a winning proposal | six ways to fix your firm agreement | the great resignation or a reshuffling? | listen to learn | build the framework to a solution with five answers | try for success, not a win
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the study discovered that almost 95% of job success comes from having well-developed soft skills (better referred to as life skills ) and people skills, while  only 5% of job success comes from technical skills and knowledge — hard skills.

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how to use onenote to create a firm playbook

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portrait of investment advisor businesswoman sitting at office in front of computer and consulting with young professional man.client-specific information that should be included.

by penny breslin
it’s not just the numbers

we use onenote to create a firm playbook for each client we work with. this program allows you to record voice and video and save it to a page or implant videos directly into the relevant onenote page.

more: how to develop internal procedures | why federated search matters | tips for getting clients started on bos | the best tech for your team and clients | marketing? know your goals first | eight things to stop doing now | you don’t have to do everything
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we get lots of zoom recordings on procedures from firms. in our world, the onenote template has a specific page for all videos as a subpage for each client. this onenote book resides on the shared server so that all the team members can access it at any time to verify, review or update procedures.
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business owners face one of three exits

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businessman putting a card with text "don't resist change, embrace it" in suit pocketexpect to sell your practice? not if you resist change.

by frank stitely
the relentless cpa

in talking to firms from around the country, i realized there are three types of firms out there:

  1. firms and practitioners that are sliding into retirement, whether they know it or not
  2. firms that see the need for change, but don’t know where to start
  3. firms that see a clear path to the future through better practice management

more: don’t let clients dictate tax workflow | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | easy ways to avoid ‘done but’ tax returns | six ways to create a millennial-friendly firm | do you know your turnaround time?
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since publishing my first book and launching my firm’s workflow and collaboration application, i have talked to practitioners from firms of all types and sizes. my cpa firm pursued a few acquisition opportunities. during the process, i learned there are a lot of practitioners who are either incapable of adapting to our profession’s 21st-century changes or unwilling to adapt. that’s okay, if you are making an informed choice to retire and don’t care about realizing much in value by selling your firm.

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a lesson in customer service and reputation

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manager standing in front of wall of tvswho needs to see you lead?

by martin bissett
passport to partnership

in order to become a commercially aware practice leader, we need to understand the dna of leadership.

more: 10 questions for reconsidering your prices | five reasons firms don’t thrive | four biz dev tasks to start the new year | what the next generation of practice leaders faces | five ways to show commitment | selling isn’t hard | do you make your firm look good?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

any woman or man leading an accounting firm, who chooses to overcome each operational or client challenge as it if their future depended on it, will not only succeed in practice but will become capable of delivering advisory value to their clients unmatched by their competitors, thus achieving true differentiation.
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