how to keep sex from derailing a sponsorship

businesswoman and businessman meetingbonus checklist: 14 ways to prevent trouble.

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

if you are concerned about the possibility of sex-related problems, consider the degree of risk involved and whether you are willing to assume it.

before you decide, consider

  • first that you might be exaggerating the risk, and
  • second that this is a risk that can be prevented and managed.
learn more
learn more

more on sponsoring women for leadership: use others to promote your protégée | 8 ways sponsors can highlight opportunities | 17 ways sponsors can help protégées | what sponsors need from protégées | 3 ways to derail sponsorships | keep close relationships from getting too close | 4 reasons women hold themselves back | 4 ways sponsors can help women seek power | judged on performance, not potential? must be a woman | gender bias still a problem | why women are overlooked (and how to fix it) | women need promotions, not just advice | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board

read more →

hiring binge pushes salaries to new records

staffers showing increased restlessness with their current jobs. (source: 卡塔尔世界杯常规比赛时间 research)
staffers showing increased restlessness with their current jobs. (source: 卡塔尔世界杯常规比赛时间 research)

foot-dragging firms lose out on best candidates as hiring trend forces wages upward.

by 卡塔尔世界杯常规比赛时间 research

the tax and accounting industry’s new growth spurt is leading to increased volatility in the ranks, with a surge in the number of cpas looking for better jobs and firms scrambling for talent, according to 卡塔尔世界杯常规比赛时间 research.

in this report, 卡塔尔世界杯常规比赛时间 covers:

  • current hiring trends in each of the bookkeeping, tax, payroll and cpa segments of the industry, indicating growth and shrinkage among sectors.
  • average hourly wages for key segments, with trends in employee pay rates.
  • typical hours worked per week, showing utilization and productivity.
  • trends concerning women in the workforce, including hiring rates.

today 28% of employees report they could change jobs in the next few months, up from a preceding12-month average of 19%, according to 卡塔尔世界杯常规比赛时间 research. this comes as 57% of firms say they are adding to their rosters, with only 39% holding steady and 6% cutting staff.

lewis
lewis

“we need to continue to build depth,” says jim lewis, managing shareholder at kpm cpas in branson, mo. “staff isn’t as loyal as in the past, so turnover continues to be a problem.”

riddick
riddick

at the xponent group n lagrange, ill., founder catherine riddick reports “business is growing and we need additional staff to handle the workload.”

mackenstadt
mackenstadt

at vine dahlen in lynnwod, wash., becky mackenstadt reports, “we are currently looking to fill about six positions.” she adds, “we offer a great variety of career options. you get to interact directly with clients quickly. and we have a great client base to work with.”

chavez
chavez

jodi chavez, senior vice president of accounting principals, says that right now, accounting is one of the fields where there are more openings than candidates. the better news? “we don’t see any indication that it is lightening up.”

in the 卡塔尔世界杯常规比赛时间 tracking poll, a manager at a smaller regional firm said they will be adding as well, “because my firm had significant turnover in the past year and a half of experienced staff.” calling it “a great place to start with a fantastic culture,” the same manager noted that because they specialize in a few industries, “our scope of work is somewhat limited.”

specialization is a positive elsewhere. a manager at one large firm said they will be adding staff because of “growth in certain sectors, especially healthcare it transformation.”

employers also may be taking advantage of the large number of candidates to do some weeding out they couldn’t afford when times were worse.

a metro atlanta firm noted, “we have to replace a couple positions that we had laid off non-ideal staff from,” and a manager elsewhere said, “we have assessed our needs after this past tax season and hired new individuals to replace others that were not productive.” read more →

ready for a revolution? your phone is

roman kepczykhow to make mobile access truly mobile.

by roman h. kepczyk
quantum of paperless

one of the revolutions in remote connectivity is happening within your cell phone, as digital cellular providers have beefed up and expanded their networks to provide reliable internet access to remote devices.

more on tech spending: when is the last time you renegotiated your internet rates? | remote access boosts productivity, requires planning | get ahead of your software updates | blame accounting vendors: accountants stuck with outdated versions of microsoft office | ready or not, here comes windows 10 | back up and check your backup | cloud computing can cost less | laptop-only workers more common | scanners allow data capture at the source | in pc monitors, more is better

it is anticipated that in the next few years, the vast majority of the u.s. and canada will be able to access the internet through the 4g digital cellular network at speeds of 1mpbs or more, which is adequate for remote access to most applications, particularly those hosted by cloud providers.

read more →

how mergers impact a firm’s retirement plan

plus how to handle partners who want to opt out.

older businessman sitting at desk smiling as wall clock indicates 5 minutes to retirementby marc rosenberg
retirements & buyouts

how do mergers impact a firm’s partner retirement plan?

more on buyouts: why 30% of cpa firm retirement plans are defective | are partner buyout plans just ponzi schemes? | clawback and how to handle it | can partners compete after they leave? | disability is far more complex than death | mandatory retirement? 4 reasons the firm comes first | how to transition clients from retiring partners | vesting can cover part-timers, too | eat what you kill? then maybe ‘book of business’ is for you | the multiple of compensation method, fully explained | 5 points to consider when paying out goodwill | how to set terms and limits for goodwill payouts | 4 ways to decide how to pay out capital

these suggestions propose verbiage that could be included in the firm’s partner agreement: read more →

‘soft skills’ advice needed, too

four businesswoman having a meeting around a tableyour protégée needs feedback. sometimes you’ll need help providing it.

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

feedback is important at any level of professional development.

but for a woman trying to become a leader, honest, clear and practical feedback is essential. she needs to know both how well she is performing and how to project the image she wants others to have of her.

learn more
learn more

more on sponsoring women for leadership: use others to promote your protégée | 8 ways sponsors can highlight opportunities | 3 ways to open a sponsorship conversation | what sponsors need from 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 | why women are overlooked (and how to fix it) | 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

read more →

when is the last time you renegotiated your internet rates?

abstract illustration of binary data flowhow to get the best deals.

by roman h. kepczyk
quantum of paperless

the internet has undoubtedly had a profound impact on firm communications. it has become the primary driver towards the next generation of accounting applications that run entirely on the web through “cloud” computing.

//www.g005e.com/shop/qop/
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more on tech spending: remote access boosts productivity, requires planning | get ahead of your software updates | blame accounting vendors: accountants stuck with outdated versions of microsoft office | ready or not, here comes windows 10 | back up and check your backup | cloud computing can cost less | laptop-only workers more common | scanners allow data capture at the source | in pc monitors, more is better

before we get ahead of ourselves discussing cloud opportunities, we have to assess how the internet is used within your firm today. read more →

getting new clients: what’s working, what’s not

referrals remain stalwart. social media weakens. websites advance.

portrait of young businessman with paper airplane. success, creative and startup concept.

by 卡塔尔世界杯常规比赛时间

some practices just need more clients. some need a more cost-effective way to find them and sign them up. some are looking for ways to liberate their less profitable or more difficult clients and replace them with others more conducive to getting the job done with minimal hassle and maximum moolah.

the new accounting firm operations and technology survey gives us some insight into what firms across the nation are doing to attract clients.

to no one’s surprise, referrals from current clients remains the most common source of new clients. no fewer than 95.1% of respondents report referrals as a sales channel. that number was close to consistent across all sizes of firms. for solo practitioners, it was 94.2%. it was highest for small firms (1-10 employees) at 96.8%. it was lower for mid-sized firms (11-50 employees) at 93.9%, and lowest of all for large firms, where referrals are the source of 92% of new clients.

what’s interesting, however, is that the overall percent has increased since last year, when 92.6% reported new clients by referral. with all the new and burgeoning sources of information — social media, websites, internet advertising — why are referrals an increasing source of clients? read more →

why 30% of cpa firm retirement plans are fatally flawed

senior businessman holding briefcasemake provisions, or state partnership laws may do it for you.

by marc rosenberg
retirements & buyouts

twenty to thirty percent of all accounting firm partnership agreements have no provision for goodwill-based retirement payments to partners departing due to death, disability, retirement or withdrawal.

more on retirement: the top 10 mistakes in partner retirement plans | 20 new, essential keys for today’s partner retirement plans | you want goodwill payments? give proper retirement notice | compromise is in order for some goodwill payouts | three ways to calculate goodwill payable in partner buyouts, none of them great | the ins and outs of aav for goodwill | 5 points to consider when paying out goodwill | how to set terms and limits for goodwill payouts

they’re in for a rude surprise. read more →

sailing through the seven c’s to partnership

competence comes first. but it’s only a prerequisite. bonus worksheets: 11 questions to plan your path to partnership by martin bissett passport to partnership staffers aspiring to be partners must learn the key characteristics of successful partners. they also must learn … continued

use others to promote your protégée

businesswoman presenting chart to colleagues9 ways to help her be more visible and get better assignments.

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

promoting your protégée to others is an important part of sponsorship.

learn more
learn more

more on sponsoring women for leadership: 8 ways sponsors can highlight opportunities | 17 ways sponsors can help protégées what sponsors need from protégées | 3 ways to derail sponsorships | keep close relationships from getting too close | 4 ways sponsors can help women seek power | judged on performance, not potential? must be a woman | why women are overlooked (and how to fix it) | 3 ways men are favored in the workplace | women need promotions, not just advice | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board

here are nine concrete steps: read more →

why even the best and biggest cpa firms are losing their best and brightest talent

despite paying top dollar for top talent, old-line firms are losing gen y staffers with bigger ambitions.

derek davis, the shared economy cpa, talks about launching the first app-first cpa firm

by rick telberg
卡塔尔世界杯常规比赛时间 research

with cpa firms locked in a battle for top-level talent, wages are advancing at record rates in desperate efforts to both retain and recruit highly-prized professionals, according to 卡塔尔世界杯常规比赛时间 research.

partners and staffers alike, feeling stifled and underused at their current firms, are finding a broad array of new opportunities at other firms. and where they can’t find the right position at another firm, they are creating their own.

los angeles cpa derek davis, for example, left a career at a big four firm to start his own practice. but his first hire wasn’t an assistant. and his first partner wasn’t another cpa. instead, davis teamed with a software designer. and they didn’t open an office, they launched an iphone app.

read more →

soloists lag multi-owner firms in economic confidence

multi-partner firms show bullish signs. soloists turn bearish on the u.s. economy.

卡塔尔世界杯常规比赛时间 research

z-busy solos vs other in otlookcpas aren’t economists, but they do know numbers, and they have their fingers on the pulse of the flow of money in their local areas. they know how their own businesses and their clients’ businesses are doing, and they have at least an inkling of the causes. remembering 2014 and living through the 2015 busy season, they are well placed to prognosticate on financial flows over the next 12 months.

卡塔尔世界杯常规比赛时间 survey research detects a certain optimism, but it seems to be a bit more cautious among solo practitioners. read more →