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leading from the edge: the secret factor for growth and profits

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the size of your firm doesn’t matter. commitment does.

by anthony zecca
leading from the edge

let’s talk about leadership – the type of leadership necessary to drive an organization to become a standout, high-performing organization. although many of the principles are applicable to any middle-market organization, i have focused on professional service firms and within that, accounting firms where i spent my entire career.

every firm, every firm leader, every partner, and every team member can stand out and be a top performer. it’s a choice and a commitment to excel.

more on edge leadership: assessing your firm | the 4 traits of great cpa leaders | why leaders must ensure clarity | incremental vs. exceptional success | do you lead or just manage? | managing vs. leading | is your leadership team at the edge? | 6 leadership challenges through covid and beyond | edge leaders share 7 strengths | leadership must drive culture | leading from the edge
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throughout my career, i have worked with some fabulous standout organizations, some that were just improving a little each year and some that could not get out of their own way. i have worked with many leaders who consistently drove their organizations to excellence and significant growth in revenue and profits outperforming most in their industry.

i started to wonder, was there one factor that these standout organizations all shared?

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letting go is not giving up

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3 actions to help you get unstuck.

by bill reeb

while i’ve discussed “letting go” actions before, it is time to get a little better understanding of how to leverage them.

more: how are you programming your mind? | have your beliefs stopped serving you? | don’t use only your strengths | are you your biggest obstacle? | why your to-do list isn’t getting done | appreciate the joy that comes from work | covid crisis requires new mindsets | 3 early warning signals for overachievers | how overachievers can get ‘unstuck’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

at any point in time, when you realize you are dissatisfied with your level of success or happiness, once you have decided what to let go of that was the source of the negative emotions you are feeling, you will end up making at least one – if not two or all three – of these choices.
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make your presentations memorable

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drawing of man giving presentationthere’s more to engagement than not reading your slides.

by steven e. sacks
the new fundamentals

how many times have you heard the aphorism about presentations: “tell them what you are going to say, say it, and then tell them what you told them”? also, “know your audience” is another adage.

more: listening: how a conversation works | 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? | there is no leadership without integrity | influence, don’t manipulate
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simple enough, yes? then why is it that within 60 to 90 seconds’ time, the presenter has you looking at your mobile device or taking a cat nap?
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why millennials are the answer

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millennial clients will make your firm smarter, faster, and more profitable.

by frank stitely
the relentless cpa

do you know why millennials can’t buy houses?

  • avocado toast is expensive.

more: why small firms can win the talent wars | the fool in the room | the 3 biggest tech failures of accounting firms | 7 steps to effective project management | wip-ing clients into shape | how to be the chief communicator | how to teach reviewing and time management | 4 steps to take before next tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how many millennials does it take to change a light bulb?

  • none. they accept it for what it is.

why do millennials always type in lower case?

  • they reject capitalism.

what is a millennial’s favorite fragrance?

  • scents of entitlement.

buy me a craft beer, and i’ll tell you a half dozen more. now, after all of the above, i’m about to tell you why you need millennials as clients and how they increase the efficiency of your firm.

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how incentives for business development should work

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businessman ogling money over another's shoulderreward effort, not just closing.

by marc rosenberg
the rosenberg practice management library

most firms over $5 million have incentives in place for staff to bring in business. oddly, there is a tremendous disparity from firm to firm in how their incentive plans work. more on this later.

more: is it time to hire a marketing consultant? | how and why to hire a marketing director | how to brand and differentiate your firm | why consultative selling works | does your firm recognize all its skills? | 15 powerful niche marketing practices | are you ready for the great disruption?
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only 20 percent of cpa firm partners are effective at bringing in business. this means that 80 percent are not effective at selling. that’s a pretty low batting average. if partners are this bad at it, think what staff’s experience must be like!
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the abcs of exceptional cpa leaders

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businesswoman sitting in front of business meetingworried about retention? look within.

by ty hendrickson

have you ever heard the quote, “people don’t leave bad jobs, they leave bad bosses?” this quote was proven in gallup’s comprehensive survey which found that 50 percent of americans have left a job to “get away from their manager at some point in their career.”

more: three w’s for networking the right way | the one big reason your hiring sucks | are you botching your first impression? | the real problems created in a remote workforce
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today, retaining top employees ranks as one of the top three issues cpa firms have. no one wants to be known as a “bad” boss, but what are some things you can do to help you become a leader in your firm?

here is a quick abc strategy.
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11 ways to keep the family business on track

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//www.g005e.com/2020/09/28/when-family-and-business-combine/

mixing family and business can be hazardous.

portrait of matt rampe
matt rampe

by matt rampe
rampe consulting

thinking of going into business with a family member? or maybe you already made the plunge? that’s what i did recently after many years happily employed by non-family members.

more: listening: how a conversation works | client accounting services: the definitive guide | building a high-net-worth practice during covid-19 | 14 better uses for timesheet data |  why you need windows 10 with automatic updates

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

for years i have assisted family-owned businesses as a professional service provider, and i’ve seen up close the many ways in which families can become dysfunctional around money and business. somehow that still didn’t stop me from recently joining my wife, kristen rampe, in our business, rampe consulting, where we help small and midsized accounting firms with practice management and leadership development.
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why you need windows 10 with automatic updates

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"update" key on computer keyboardtax personnel need more ram than others.

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

okay, we all know that the microsoft windows operating system is preferred to run computers by the primary vendors to the accounting profession.

more: it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
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with microsoft discontinuing support of windows 7 on jan. 14, 2020, and windows 8 receiving poor reviews, it is recommended that all firms standardize on windows 10 and have the system configured for automatic updates.
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14 better uses for timesheet data

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woman reading paper document at office desk in front of computerif you just pay people and move on, you’re missing critical information.

by ed mendlowitz

question: i keep timesheets for billing purposes but am not clear how i can use them to better manage my practice. how can i do this?

more: tossing timesheets is just the start | how’s your overhead? | 9 must-haves for firm growth | collect more by clearing up billing | envision your future, then plan for it | 5 ways to build teamwork
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answer: analyzing time records is a very effective practice management tool and is an essential part of most professional services organizations. some people contend that timesheets should not be used because they should not be the basis of any pricing, with fees solely based on the value to the client.

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ppp traps: 1 in 5 accountants report shady dealings

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fake employees, fake businesses, and lavish spending mar the covid relief program.

have you walked away from any ppp engagements?
ppp practice management do’s and don’ts:
join the survey. get the results.

by sandi leyva

with fast money comes fast fraud, and the arrests and jail terms are only just beginning for individuals who applied for ppp money under false pretenses and have already been caught. you’ve seen the headlines, where people from every walk of life including reality tv stars, rappers, a wal-mart manager, and even an nfl player have been arrested on charges of ppp loan fraud.

ppp fraud has likely already impacted your firm. the extent of the fraud is the real story.

one thing is fairly predictable: “audits will pick up,” says bradley burnett, tax attorney and instructor of the ppp forgiveness webinars being conducted by accountant’s accelerator and 卡塔尔世界杯常规比赛时间.

according to respondents of an ongoing survey being conducted by 卡塔尔世界杯常规比赛时间 and accountant’s accelerator, preliminary results show that just over 1 out of every five accounting professionals offering ppp services (22 percent) has had to walk away from at least one ppp engagement.  and one firm has had to walk away from more than five ppp engagements.

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client accounting services: the definitive guide

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there are challenges, but also great opportunities.

client accounting services:
challenges and opportunities
join the conversation. launch the questionaire.

with this post, 卡塔尔世界杯常规比赛时间 is launching a new series of articles and an expansion of our coverage into client accounting services, the fast-growing, but still much-misunderstood growth opportunity. with a special mix of technology savvy and visionary insight, hitendra patil, the best-selling author of accountaneur for 卡塔尔世界杯常规比赛时间, is uniquely positioned to tackle the tough questions, and to unearth the best solutions.  we look forward to hearing from you – your experiences, opinions, questions, comments, ideas and suggestions. – rick telberg, editor and publisher

by hitendra patil

client accounting services is becoming an increasingly important new revenue and growth segment for accounting firms of all sizes. yet, professionals are still grasping for the best practices, adjusting service bundles, searching for the right technologies, and optimizing prices.

more on entrepreneurial strategies: top 4 personality traits of successful accountants | client accounting services poised to surge in post-corona world | 20 ways to grow your firm in 2020 | 3,771 accountants help uncover cas success secrets | a.i. vs. auditors | automation makes it easier for accountants to offer cybersecurity | the what, why and how of artificial intelligence for accountants | six never-before opportunities for the accounting profession
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

cas is, first, a mindset. it exists in every professional accountant. some know it exists in them. some don’t. some know that the cas mindset exists in them but do not make the most of it. instead, they try to become everything to everyone. they become more of “need-fillers” than “accounting entrepreneurs (accountaneurs®).” they find it challenging to become the “most trusted advisors” of their clients. those who don’t know that the cas mindset exists in them feel it will be overwhelmingly difficult to “learn” the cas mindset. they may try to acquire the mindset but give up too soon.
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