1 in 4 accounting professionals want more dei
two in three accounting workplaces do no dei.
from the center for accounting transformation
surveys & research
ten great topics for your firm blog | listicle
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by 卡塔尔世界杯常规比赛时间 research
how remote work is impacting accounting firms
question: can remote employees become partners?
by marc rosenberg
cpa firm staff: managing your #1 asset
remote work is undeniably changing how the cpa industry works. it’s been incredibly challenging for firms – from grappling with how to handle staff onboarding, training and mentoring to trying to maintain pre-pandemic client relationships and business development levels.
more: make work flexibility work for everyone | why staff leave cpa firms … and how to stop them | how to solve the big disconnect in talent management | what relevance means for staffing in accounting | how accounting staffing has changed
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in light of the pandemic that began in 2020, rosenberg associates surveyed more than 130 firms in 2022 asking them a multitude of questions about what options they are offering their staff (remote, hybrid, in-person) and how remote work has impacted various aspects of their business, including business development, client relationships and staff development. our findings were enlightening in many ways and provided great insights. here are some of the results from that survey as they pertain to flexible work options and the effects on their staff:
joe kovacs: why the digital brand experience is essential | capstone conversations
capstone conversations
with jean caragher
seven reasons marketing can make your firm a great place to work
it’s not just the marketing team who benefits.
by august j. aquila
price it right: how to value accounting services
developing a marketing culture within your accounting firm can indeed contribute to creating a great place to work. here are some ways a marketing culture can positively impact your accounting firm and enhance the work environment:
more: seven ways that marketing helps you retain clients | is pricing a marketing function? | analyze your firm to keep it current | three more strategies for growing your practice | understand the 10 steps of the buying process | calculate the cost of losing clients | eleven possible pitfalls of mergers | six ways to expand your client services checklist | ten questions to refine your successful marketing plan | four questions for choosing your marketing audit strategies | four steps to a successful email marketing campaign | five reasons to implement change orders
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- strong brand identity: a marketing culture focuses on building a strong brand identity and reputation. when your accounting firm has clear brand positioning, employees feel proud to be associated with the organization and are more motivated to contribute to its success.
the joys of firing bad clients | gear up for growth
mike sylvester, ryan pulice: 10 percent of your clients give you 90 percent of your problems.”
gear up for growth
with jean caragher
bissett bullet: the price is the price
today’s bissett bullet: “if you want to become a trusted advisor then there must be no discounting. the price is the price.”
by martin bissett
see more bissett bullets here
i’m 76. should i slow down? how?
many considerations factor into the best time to retire.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: i am 76 and am starting to think about slowing down and selling my practice. i am a sole practitioner with three bookkeepers and a secretary/admin person working for me. i have a nice spacious office in a small building i own.
more: who to hire when it’s time to grow | hourly billing doesn’t cover the value; now what? | should you merge? here’s how to chart your path | when selling a firm to staffers is tricky | want to merge? six steps to take | courting a client? don’t give too much away for free | every accounting firm needs quality control | measure knowledge gaps (then close them) | should you offer financial services? | thirteen things to consider before you sell your practice | how much is your tax practice worth? | ready to retire? selling your practice is no strategy
exclusively for pro members. log in here or 2022世界杯足球排名 today.
i have been approached by a larger firm that wants to buy my practice, but they want a guarantee of retention, and i was thinking of working with them for two years to ease the transition, and then sell. how do i set up the work arrangement?
also, they want me to move into their office, but then i will have to sell my office and the real estate market is soft. also, we will negotiate the price now (a percentage of gross) but how do i know they won’t change their mind, or what happens if the transition period is not good and i have to pull out? what do you suggest i do or how should i proceed?
read more →
byu students launch accounting tech platform | know how korner
free online learning platform offers real-world challenges in software solutions.
know how korner
with donny shimamoto
determining a price … and when to change it
consider at least five issues when deciding how much to charge clients for your services.
by jody padar
radical pricing – by the radical cpa
what is the lowest monthly fee paid by any of your clients? you probably don’t want to bring on any new clients at a lower fee, so use this as your new business baseline. no one enters your firm without paying this baseline monthly service fee.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
however, the question remains whether the client will be billed on a fixed-price or value-priced basis. here are five issues to consider as you make this decision:
nancy mcclelland: be the one your clients ask first | the disruptors
rely on your professional network for answers you don’t know. plus 13 key takeaways.
this is a 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
nancy mcclelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. because she’d never worked at a cpa firm, she built it “the way it made sense” without bumping up against the traditions of “this is how it should be done.”
more podcasts and videos: 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 | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option |
the name of her firm – the dancing accountant – reflects her passion for dancing and membership in several dance troupes, including one where she wears miniskirts and go-go boots. sharing that passion with her clients means putting herself “out there” and having faith that her clients respect her work as an accountant. “and you hope that they don’t laugh too hard at your dancing or that they’re not disappointed to find out that you’re just doing silly, fun stuff.”
discovery in california could power 375 million electric vehicles
according to world bank projections, lithium consumption will increase by 500% by 2050.
by rick richardson
technology this week
the enormous, rapidly receding salton sea in the southeast of california holds the key to the global future of clean energy. a new assessment from the u.s. department of energy claims this region contains an abundance of lithium, sufficient to power more than 375 million electric vehicle (ev) batteries. this news places the area as a potential powerhouse in the global lithium industry, surpassing the entire number of automobiles now on u.s. roadways.
more technology this week: five new google maps and waze features | new warehouse robot could revolutionize efficiency | new pacemaker powered by light, no batteries | is nasa about to make air travel cheaper? | your brain can store 10 times more than anyone thought | microsoft discovers a security flaw impacting android apps | ai-engineered enzyme could be solution to plastic pollution | ai named the highest-paying in-demand tech skill for 2024 | lenovo readies new thinkbook laptop with a transparent display | microsoft moves further into nuclear development with new director
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lithium is essential for the creation of rechargeable batteries, which are used in everything from smartphones to electric cars. given the global push for clean energy and the u.s. goal of increased energy independence, this discovery is a hopeful development. however, as researchers at the university of southern california (usc) warn, there could be severe adverse effects on the environment and public health if america rushes to harvest lithium.
empower your team by dumping c and d clients
keeping bad clients can do more harm than you might think.
by alan anderson, cpa
transforming audit for the future
have you ever sat down with your team to get their honest opinions about what it’s like working with each one of your clients? this is an essential exercise if you want to build an empowered team. their experiences with the same client and people may differ vastly from yours. clients may treat the audit partner with respect but not the staff.
more: the new formula for an accounting business | how to upgrade c and d clients | can a service center model solve audit staffing shortages? | move to advisory and assurance with relevance | use eight audit exit items to deepen client relationships | know your three audit w’s | planning lays the foundation of audit relevance | are you correctly identifying the relevance intersection? | traditional audits don’t deserve premium billing | turning audit & accounting into assurance & advisory | stop sending the wrong message to audit teams
exclusively for pro members. log in here or 2022世界杯足球排名 today.
your team wants to do quality work, but they may struggle to deliver if the clients don’t honor their end of the agreement.