8 essential ingredients for your new client welcome kit

by sandi smith leyva
the accountant’s accelerator

how you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days. start out on the right foot by looking super-organized (because that’s part of why we get hired anyway) and making it super-easy for a client to get on board with you. the best vehicle for this is a welcome kit. here are eight things that should be in your kit at a minimum: read more →

new survey says: keeping good talent a global issue

like a bead of pearls: when one leaves, a lot follow. join the survey. get the results.

in the 2014 卡塔尔世界杯常规比赛时间 talent management survey we’ve been asking accountants to identify their primary business objective and the most critical factor needed to achieve it.

good staff, many said. perhaps not surprisingly. but we’ve been bowled over by how widespread and universal the sentiment is. read more →

how does your firm measure up?

take gallup’s 12-question leadership test.

after using many different varieties of opinion survey, the gallup organization came to the conclusion a few years ago that the responses to just 12 questions can show why one organization, division, department or any other managerial unit is happier and more profitable than another.

on a scale of 1 to 5, with 1 being “no, or rarely,” and 5 being “yes, mostly,” how would you score? read more →

stop thinking like a cpa and start building a growth machine

the four keys driving expansion at middletonraines.

editor’s note: in this first-person account, one of the profession’s most dynamic managing partners shares some of the methods behind his firm’s recent successes.

wesley middleton
middleton

by wesley middleton, cpa
managing partner, middletonraines + zapata llp

as the managing partner of a firm of 37 people, i have felt protective of the strategies we are employing to be successful. i think that is the cpa in me. we will have almost doubled in year two of our firm over year one at the end of this calendar year. how have we done that? by not selling, marketing or managing like a cpa.  read more →

how many computer monitors do you need?

computer monitorsthe new norm: 63% of firms now use three or more monitors per desk.

by roman h. kepczyk
quantum of paperless

the best place to start a conversation on computer hardware is with monitors – the easiest place to see an immediate return on your it investment.

kepczyk
kepczyk

your computer monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production. transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screens per workstation.

  • 90% of accounting firms utilized dual monitors for the 2009 busy season. today, 63% use more than two traditional monitors. – aaa 2013 paperless benchmarking survey read more →

the three degrees of risk

r-i-s-k: it’s amazing that so simple a four-letter word can be so complicated. by bruce w. marcus there are risks with dire consequences and risks with negligible consequences. there is risk in every human enterprise; in every trade or endeavor. … continued

3 ways amazon’s new fire phone hints at the future of accounting

amazon fire phone
amazon fire phone

new tech breakthroughs fuel client expectations.

by hitendra patil
pransform

addressing the question “why would amazon want to sell a mobile phone?,” the harvard business review says the basic principle behind any disruptive innovation is that the fundamental things people try to do in their lives actually change relatively slowly.

the accounting profession has been witnessing a hammer and tongs message about disruptive technologies in the form of cloud-ifying practice management. accounting and tax software long ago debuted on tablets and cell phones. and just when we start to think that nothing really new is coming into the technology market, we start getting hints toward the future.

here are three things that the amazon fire phone can potentially tell the accounting profession and technology vendors: read more →