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how can change management really produce change?

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post with two signs, "same" and "change"bonus: 3 steps to improving your culture.

by steven e. sacks
the new fundamentals

lately i have been in conversations on the topic of change management. there is no one right definition because consultants can view this concept in slightly altered ways. besides, one person’s view of change can be another’s view of slight modification. either way, there needs to be preparation from the firm, team and individual levels.

more: managing information overload | make your writing count | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared? | does your firm’s board know its role? | are executive performance reviews dangerous? | influence, don’t manipulate
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on a visceral level, change management is a mindset of how to prepare, equip and support people so they can successfully adopt change to drive organizational success and the resulting outcomes. if you peel away the layer of consultant-speak, it is really about how to influence people to change their behavior from “in the moment” to “future thinking.”
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what’s a bot? new tech tools to boost your practice

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boosting revenue and profit with new automation technologies.
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^ view the video | subscribe on youtube

with david bergstein

as we move from manual, to digital, to everything automated, bots are becoming an important part of how we transition from compliance services to high-value advisory services.

in this episode: it pays to know your bots.

^ play the podcast | listen and subscribe on apple podcasts

transcript read more →

entitled rainmakers and other practice development errors

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can retired partners stay involved? only if it benefits the firm.

by marc rosenberg
the rosenberg practice management library

this post explains the rock-solid link between bringing in business and partner compensation.

more: 13 ways to make the most of your website | five social media do’s and don’ts | is it time to hire a marketing consultant? | how to manage the practice development function | networking for fun and profit | 14 marketing activities needed now more than ever | now is the time to activate your referral network | the 4 marketing disciplines | why you have to kill the old paradigms
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here are the major factors firms consider in compensating partners:

  • bringing in business
  • managing a large client base profitably
  • providing great service to your client base
  • holding management and leadership positions in the firm
  • nurturing and mentoring staff; helping them learn and grow
  • living and breathing the firm’s core values

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is your sense of duty misplaced?

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businessman crossing finish line after leaping hurdlesonce again, you may be your own biggest obstacle.

by bill reeb

in my opinion, most people are rarely driven by just their own desires. rather, they are influenced heavily by the desires and expectations of those around them as well as by the roles they fill.

more: are you paralyzed by fear? | are you right where you’re supposed to be? | letting go is not giving up | your obligation to yourself | work smarter, not harder | why we risk change
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duty is synonymous with words like responsibility and obligation – and the thesaurus offers the phrase “what you have to do.” duty has intellectual and emotional ties to your value systems, too. therefore, to defy one’s duty is to default on one’s values.
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herding cats: advice for managing partners

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goldfish forming an arrow“effective leaders get people to follow without making them feel they are being told what to do.”

by marc rosenberg
the role of the managing partner

“few things are more important to human activity than leadership. it helps countries prosper. it makes businesses successful. parents help children become successful adults.

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“the absence of leadership is equally dramatic. without leadership, organizations move slowly, stagnate, and lose their way. we are taught that if decision-making is timely and correct, things will go well. yet a decision by itself changes nothing. more important is implementation, and that’s where organizations often fail.

“implementation is about how leaders influence behavior, change the course of events, and overcome resistance. leadership is crucial in implementing decisions successfully.” – quinn mills, harvard business school professor

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teaching the meaning of ‘done’

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angry boss in chair staring down at tiny businessmannot to be confused with the dreaded “done but.”

by frank stitely
the relentless cpa

in my last book, as with this one, i recommended hiring younger staff. in that book, i cautioned that you might have to teach very simple tasks like breathing and using the bathroom to your newbies. www.g005e.com posted an excerpt with my advice.

more: how we killed the tax season client meeting | why your firm needs to attract more millenials | the fool in the room | the 3 biggest tech failures of accounting firms | 7 steps to effective project management | wip-ing clients into shape | the land mines in tax returns | give your people the resources they need | the right way to assign staff projects | workflow for dummies
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one reader posted that she didn’t believe it was the responsibility of an admin department to teach bathroom use. she was new to this hot new writing technique called sarcasm. she did a great job making my point that you have to teach your staff a lot of really basic things.
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internet bandwidth: how much is enough?

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illustration of bandwidth usewhat about redundancy?

by roman h. kepczyk
quantum of paperless: technology guide & checklist

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

more: the right tech tools for covid work-from-home | maximize your office 365 roi | how the cloud impacts server replacement | capturing documents at the source
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before we get ahead of ourselves discussing cloud opportunities, we have to assess how the internet is used within your firm today. most likely the internet is

  • a digital pipeline,
  • a conduit for communications, updates, research and backups, and
  • a platform for exchanging files with clients.

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price your practice by gross

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price targetbonus checklist: 11 questions to make sure you’re comparing apples to apples.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: everyone i talk to about what my practice is worth talks about a percentage or multiple of gross. just what is “gross” and why is it done this way?

more: an alternative to pro bono | work the client needs … but won’t pay for | tossing timesheets is just the start | collect more by clearing up billing | 5 ways to build teamwork
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: you are right that practices are priced based on gross. the main reason is that this method seems to work well. however, there is a wide range of what gross is and how it is applied.
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help your referral sources become thought leaders

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businessman smiling and talking on phonethe pandemic has made knowledge more precious than ever.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

an approach you can use and one that can strongly differentiate you from your competitors is to add value that helps the professionals reach their goals and become more successful. some of the more viable approaches involve helping them become thought leaders and providing them with turnkey business development solutions.

more: the new way to get the best clients | maximize referrals from wealthy clients | building a high-net-worth practice during covid-19 | setting financial and practice goals during covid-19
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

adding value with thought leadership: becoming a thought leader is one way just about any professional can become significantly more successful.
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six reasons cas is king

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why client accounting services is moving to the forefront of the full-service accounting firm’s offerings.

by hitendra patil
accountaneur: the entrepreneurial accountant

before we get to why firms can’t miss out on cas, we need to know why business owners buy accounting software, even when their core business is not accounting.

more: who’s afraid of client accounting services? | what cas is … and is not | how to develop the cas mindset | the right mindset for client accounting services | client accounting services: the definitive guide
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in the years before the internet, accounting software was only desktop software. businesses used it to run their business processes – to issue checks, record income and for some other processes. business owners predominantly did transactions processing, leaving the financial accounting – and compliance – to professional accountants.
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managing information overload

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woman yelling into bullhorn and newspapers flying outthe right decisions depend on it.

by steven e. sacks
the new fundamentals

it’s a non-stop world of information, data and knowledge shared by anyone from anywhere. it overwhelms, frustrates, confuses, provokes, guides, influences, paralyzes and spurs action. what we research informs the areas we want to investigate further based on the level of knowledge that we need – or how seductive the messaging is, piquing our curiosity even more.

more: make your writing count | trust: one building block of success | make your presentations memorable | have a real-life conversation | is your message open to interpretation? | why proper communication is critical | how to select your firm’s board | real influence vs. immediate gratification | 4 ways to boost job satisfaction
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

newspapers, magazines, cable, radio, social media and a multitude of in-person events create this 24/7 world of information gathering. for business leaders, deciding where to look for information influences their approach to learning more. leaders who seriously take their role of decision-making want to learn; they collect the relevant data and anecdotal information so they can contemplate the pros and cons of certain actions to take.
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seven deadly sins that will destroy your firm

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businessman in an umbrella sails in storm in the nightthe pandemic actually brought us a positive.

by august j. aquila

my experience has been that firms suffer not only economically, but also professionally. clients and staff also suffer because the following behaviors hurt client service and staff development.

more: the morning after the merger | 6 action steps for a smooth retirement transition | the eternal riddle of being an effective leader | 7 pieces of leadership advice | tomorrow’s leader in 9 bullet points | 5 ways to get clients to accept a new pricing philosophy | 11 alternative pricing methods

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if you notice any of these in your firm, act today to change the culture.

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are you paralyzed by fear?

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young businessman standing on edge of rock mountain and looking across“it is as though fear is a virus, constantly coursing through our veins and waiting for the first sign of weakness so that it can instantly activate and take over.”

by bill reeb

fear is an important topic to me. i believe fear is often one of the greatest offenders interfering with behavior, skill development, success, satisfaction with yourself, and happiness in your life.

more: are you right where you’re supposed to be? | are you sure you’re in the wrong place? | how are you programming your mind? | how to stay in the present | stop ignoring opportunities right in front of you | work ‘better,’ not ‘harder’ | what a pro knows | don’t let opportunities become detours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i am not just talking about fear as it would manifest in feelings of terror, but rather the entire range of fear, from being afraid of dying on one extreme through a simple negative thought wafting through your brain on the other.
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