marketing & sales

staff best practices … for the firm

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woman training man at computerplus 12 mentoring do’s and don’ts.

by marc rosenberg
cpa firm retreats

if you asked your staff for firm best practices, what would they say?

more on retreats: 25 ways to turn good firms into great firms | 27 tough questions every firm needs to address | make more money | why create a marketing plan? | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | why do cpa firms conduct retreats?

my thoughts:
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staff likes and dislikes about the accounting profession

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three young businesspeople talkingplus 28 facilitator questions before discussing staff issues at a retreat.

by marc rosenberg
cpa firm retreats

while everyone has their own thoughts, what staff like the most and least about their jobs have some common threads.

more on partner retreats for pro members: 25 ways to turn good firms into great firms | partner buyout 101 | 27 tough questions every firm needs to address | make more money | system vs. system: partner compensation best practices | 10 benchmarking missteps | how to address partner compensation at a retreat | partner accountability: how and for what? | 18 essential management questions to cover at a retreat | how to decide who decides what | management styles: partnership vs. corporate | 30 marketing and growth questions to cover at a retreat | how marketing for cpa firms is different | why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat

what staff like the most read more →