using exclusive, proven, data-driven sevenkeys methodologies, practitioners will identify and analyze the most effective habits of high-performing firms and focus on the techniques most likely to achieve success at your firm.
to the tune of “hey there delilah” by the white t’s, edith orenstein and singing cpa steve zelin sing a tribute to reducing complexity in financial reporting.
fight for the client, and win!
enrolled agent thomas blair has built a thriving practice and solid reputation as a taxpayer’s advocate in irs cases.
here are a few of blair’s stories, in his own words:
more firms see the problem. but fewer are doing anything about it.
by rick telberg
just at a time when accounting firms are struggling to gain new clients and hold on to the ones they already have, client satisfaction ratings appear to be dropping.
here’s something we should have known before the banking crash…
survey: staffers dismayed about job prospects and the economy.
the accounting and finance employee confidence index, a measure of overall confidence among u.s. accounting and finance workers, slips 2.1 points to 50.0 in the second quarter of 2011, according to the mergis group, a professional placement agency.
three key trends: read more →
many expect to work ’til 70 and never retire, others hope to sell.
the nation’s small business owners’ views regarding retirement are radically shifting, with many seeing themselves working 20 years or longer – or never formally retiring at all.
as a result of longer life expectancies and the impact of the recession, the majority of small business owners can no longer embrace a traditional view of retirement, in which individuals stop working in their mid-60s for a life of leisure – something fewer than 10 percent foresee themselves doing, according to a new study by the guardian life small business research institute.
get the details in an instant download. via cch with president obama and congress reaching an agreement to raise the federal debt limit. along with spending cuts, sweeping changes to the tax code have been part of the negotiations. cch … continued
with small, but consistent, upticks in corporate earnings, the employment outlook may be improving. and that means accounting firms should be preparing for the next talent shortage. u.s. employers rank among the tops in complaining about a shortage of the … continued
the new practice management discipline.
by august aquila
aquilaadvisors.com
no profits no mission, as one of my partners is fond of saying.
while leadership, balanced life, outstanding client service and efficient processes are critical for success, they mean nothing if the firm is not sufficiently profitable to make investments for the future and compensate performers. i want to focus on ten ways to make your practice more profitable.
these ten areas form the basis of my practice operational review. read more →
a framework for action.
if trust has been broken in your accounting firm—and given the great recession, odds are, it has been—you must start now to rebuild it.
michelle and dennis reina, authors of “rebuilding trust in the workplace: seven steps to renew confidence, commitment, and energy” (berrett-koehler, 2010), recommend a seven-step process, drawn from two decades of research, for healing and rebuilding trust.
to be sure, the seven-step process isn’t a silver bullet. but it may provide a framework for leaders to demonstrate courage and to take concrete, constructive, and compassionate action. read more →
you can’t do it alone. too many cpa firms fail to adequately understand the broad range of services required to properly service their high-net-worth personal financial planning clients, according to a longtime leader in the field. “i have long been … continued
