why now is the perfect time to plan for a most excellent busy season

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by sandi smith leyva, cpa
author of free download:
“10 keys to doubling your revenue”

it’s easy to get sidetracked by politics this year and simply wait to see what’s going to happen in the tax arena.  i hope you don’t fall into that trap, though, because there has never been more opportunity in accounting and tax than right now, and now is the time to start preparing so you can make the most of next year’s busy season. read more →

10 ways to achieve partner accountability

卡塔尔世界杯常规比赛时间 contributor marc rosenberg knows how to be succinct, as well as insightful. pondering the question of accountability in a cpa firm partnership, he quotes the legendary david maister, ““if people are not prepared to be held accountable for what they do, it is unlikely they will achieve much.” 

but then he adds his own epigram: “if there are no consequences for failing to achieve a goal, then it is less likely that the goal will be accomplished.”

that said, he presents a new checklist:

the 10 main ways that firms achieve partner accountability read more →

11 tests to measure the health of your firm’s partner group

what it means to be a partner.

by robert j. lees and august j. aquila
creating the effective partnership

partners are the culture in a professional service firm – what they believe, what they reward, what they do and how they do it determines what and how things get done. but, one of the problems we consistently hear about is the lack of clarity in what being a partner means. in the absence of clarity, the partners typically fill the gap by doing what they think it means, with all of the differences of thought and behavior that inevitably brings. it’s these differences in behavior that result in firms failing to maximize their potential.

read more →

10 bad habits partners need to kick

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if actions speak louder than words, what does that say about your firm’s core values?

by august j. aquila and robert j. lees

creating the effective partnership

the concept of core or shared values gets a lot of press and most professional service firms’ websites promote their core values to prospects, clients and recruits. but, like so many management ideas that are on the soft side, they are often more talk than reality.

creating the effective partnership:  every partner’s first question: ‘what’s in it for me?’  |  the 9 building blocks of a winning vision that the big four have discovered  |   the politics of an accounting firm partnership  |  nine rules to creating highly effective partnership teams   |   audacious vision and grand purpose prove essential to cpa success | are you creating a sustainable firm? | the debilitating effects of denial at accounting firms | the five psychological hurdles that cpa firms must confront today

for too many firms, their espoused core values don’t actually represent what the firm stands for and don’t guide individual behavior. often, in fact, neither the partners nor the employees know the firm’s core values and no one in the firm is evaluated or rewarded on how well they live them. read more →

accounting firms launch new war for talent

firms are hiring, and many staffers are thinking about a job change.
get more details, join the survey.

by rick telberg
卡塔尔世界杯常规比赛时间

now five years since the banking crash that forced record layoffs at tax and accounting firms, new survey results from 卡塔尔世界杯常规比赛时间 research show intensifying competition for talent, with more than 42% of accountants reporting that their firms are hiring and about half of all staffers ready to make a move.

chris hatcher
chris hatcher

“there’s a labor shortage out there,” according to chris hatcher, a partner at louisville, ky., baldwin cpas. “finding good talent is hard.” hatcher says baldwin cpas is looking for professionals with ambition, which he defines as an “owners  mentality.”

in this report, 卡塔尔世界杯常规比赛时间 research:

– reports the percentage of firms hiring, cutting or holding steady on headcount in the next six to 12 months;
– gathers comment from a representative sample of professionals on key economic and business trends; and
– analyzes latent discontent in the ranks of staffers,
– propensity to seek a job change, and
– overall confidence in the job market. read more →

accountants and six fundamental human needs

by hitendra patil
pransform

celebrity author anthony “tony” robbins identified six fundamental human needs that everyone has in common, and states that all behavior is simply an attempt to meet those six needs.

these six human needs are certainty, uncertainty/variety, significance, connection/love, growth and contribution.

as an accounting services provider, if you can identify the ways to meet these six needs of your clients (and your staff), if you can recurrently and consistently do things that lead to clients  (and your staff) actually experiencing the satisfaction of these needs, you are more likely to improve your firm’s performance. the question to ask is, “what should i do to ensure that my services/products fulfill these needs of my clients?”

for now, let us focus on your clients. here are some suggestions on what to do to fulfill six fundamental needs of your clients. read more →

preparing for a value pricing opportunity

even if the first one gets away.

by ed mendlowitz, cpa, abv, pfs
author of implementing fee increases;
the 30:30 training method; and tax season opportunity guide.

question: i just heard from a client we hadn’t heard from in seven or eight years and he says he has an “emergency.”

here’s the story: he had started a business eight years ago and he used us for a couple of years until some big money was raised and they switched to a big four firm. he also stopped using us for his personal return switching to the big four firm.  then, just last week, he called us to ask for assistance in evaluating a multimillion-dollar termination package.  he needed to meet with me right away since he did not want the offer to slip away.  he then asked what the rates would be and could he have a discount since he was once a good client (he was – seven and eight years ago!). the asking for a discount left a bad taste in my mouth.

ed, how should i handle it? i feel like i could bill $2,000 to $3,000 and i want to do the work. is that the right price?

read more →

six great online places to find talent

by sandi smith leyva, cpa
accountant’s accelerator

when you need to expand your team, the good news is there are many options available today:

  • full time vs. part-time
  • your location or theirs
  • contract or employee
  • permanent or temporary
  • project-specific or recurring
  • and many more options

thousands of people are looking for work, and thousands more are looking for small tasks that they can do on the side.  to find the perfect person for you, here’s a list of sites that help match you to the perfect person for your task, project or job. read more →