surveys & research

alicia katz pollock: create a human-centric business | the disruptors

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give your team the resources they need to do the work that makes them happy. plus eight key takeaways.

[preview] the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. | go pro here

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the disruptors
with liz farr

“alicia katz pollock proves that you don’t need to begin with an accounting degree or formal bookkeeping training to be a hugely helpful resource for the quickbooks community.”

more podcasts and videos:  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap |

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pollock started teaching computers and microsoft products and used quickbooks in her business. then, people started asking her to teach them quickbooks. she ran her quickbooks set-up and methodology past a few bookkeepers, who told her, “alicia, you have a knack for this.” so she dove in to learn as much as she could and is today one of the go-to experts for quickbooks.

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stop mixing up your v’s and losing your best people

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when you take a value-based approach to your firm, you measure success in two ways.

by alan anderson, cpa
transforming audit for the future

those firms that value the chargeable hour above all risk losing their best team members. the ones who want to think, innovate and come up with creative ideas that add value to the client and the firm will leave.

more: empower your team by dumping c and d clients | the new formula for an accounting business | don’t risk losing good employees for bad clients | four questions to make your firm more successful as a business | say adios to audit fee pressure | deliver more audit value by getting out of the conference room | six essential elements in audit planning | before the audit: more than just planning | five crucial attributes for successful audit leadership | put the ethics code to work for your clients and your firm
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my associate corey told me about his experience and why he left his last firm. see if this sounds familiar:

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realign partners with monthly meetings

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happy business professionals giving high five hand slap

everyone needs to be on the same page. here’s how.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: there seems to be disagreement among our partners on important issues in running our practice and we never seem to have time to discuss it or work things out. we are a three-partner firm with 15 employees and no one is designated as managing partner.

more: i’m 76. should i slow down? how? | who to hire when it’s time to grow | the top tip for reviewing tax returns | you can’t win with lowballing | yes, you have to share work papers | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better | three ways to start an accounting practice | free consultation? not always | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
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answer: a suggestion is to have monthly partner meetings out of the office and an annual retreat. both of these have been covered previously but i will add some new ideas here.
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