surveys & research

twenty questions to ask before starting your marketing plan

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businesswoman sitting on table while talking with four coworkers

make sure you’re prepared.

by august j. aquila
price it right: how to value accounting services

here are 20 basic questions to ask yourself and your partners before engaging a marketing consultant:

  1. what is our firm’s mission?

more: five ways smart marketing boosts your firm’s enterprise value | marketing’s role in staffing and recruitment | seven ways that marketing helps you retain clients | five ways to make partners fall in love with marketing | losing can help you win more | eight areas to cover for personal goals | service quality: the key to client retention | how life cycle changes your marketing | clients buy solutions, not features
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  1. is our mission clearly stated and easily understood by the market?
  2. what is our firm’s image in the market?

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what leadership looks and feels at cpa firms

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three men seated at table in office and talking

thirty ways that firms are developing staff into partners.

by marc rosenberg
cpa firm staff: managing your #1 asset

“before you are a leader, success is all about growing yourself. when you become a leader, success is all about growing others.” – jack welch

“good employees make mistakes. great leaders let them.” – anonymous

we are probably the millionth people to form a list of important leadership qualities, but we want to share what we have learned from working with cpa firms for over 20 years.

more: eleven things that good mentors do | give the recognition your staff needs | the importance of great bosses | how remote work is impacting accounting firms | 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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many of these traits are geared to partners and firm management, but many apply to staff as well. read more →

how accounting firms are dealing with retirement

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older businessman sitting at desk smiling as wall clock indicates 5 minutes to retirement

burnout is driving some increases.

by 卡塔尔世界杯常规比赛时间 research

retirement’s great! long awaited, well deserved.

more: next five years are critical for accounting firms | staffing turnover’s down, but why? | what’s your firm worth? private equity wants to know | the new pipeline: outsourcing and offshoring | is this the last year of accounting’s golden age?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

but it’s not so great if you’re not the one retiring. at accounting firms, retirement often means trouble.

  • there may be no one to replace the retiree.
  • there may not be a succession plan in place.

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