strategy

why merge and what to watch out for

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four checklists for thinking through the process, picking the right candidate and making it work. 

by august aquila
creating the effective partnership

it seems that you can’t pick up a newspaper today without reading about a merger of national, regional or local firms.

if you are a partner in a cpa firm that is contemplating a merger, you are about to enter into an extremely risky venture. this article will help you to lessen your risk and give you a better chance of having a successful merger. read more →

getting new clients and leveraging technology top list of accountants’ plans

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top 5

survey shows new sense of confidence – and urgency.

get more updates: join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间

tax and accounting professionals are hoping to make 2014 the year of working smarter, instead of harder, according to a new 卡塔尔世界杯常规比赛时间 survey.

in general, the goals and objectives as described by more than 200 accountants suggest a new surge of confidence in their business and in their clients’ businesses, and a new sense of urgency in upgrading their practices or moving on.

the survey is part of a 卡塔尔世界杯常规比赛时间 project, now in its eighth year, tracking the shifts in strategy and objectives in the profession. it measures sentiment on 21 or more strategies and tactics, and goals and ambitions across firms of all sizes nationwide. read more →

3 steps to business clarity amid the sea change in accounting

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by sandi smith leyva, cpa
accountant’s accelerator

with 2014 upon us, it’s a good time to take stock of where we stand for the year, plus regroup as needed before the busy season begins. with so many changes in software, politics, tax laws and global standards, it’s pretty easy to feel a little disorganized.

here are three steps to help us take stock of our foundational business goals, re-evaluate our big picture and get us centered as we enter this new phase. read more →

expand your vision and expand your business

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make the leap from accountant to consultant.

by gale crosley
crosley co.

admit it. you’re good at what you do. your clients trust your proven ability to help improve their businesses. perhaps it’s time to take the step of enlarging your vision of yourself from accountant to consultant.

read more →

six questions to test your partner team’s performance management systems

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goals alone won’t won’t get you there.

by robert j. lees
and august j. aquila
creating the effective partnership

many leaders believe that people remain focused and committed to their performance goals if the goals are clear and compelling. however, that’s not our experience with accounting firms.

according to franklin covey’s “the 4 disciplines of execution: achieving your wildly important goals,” team engagement and accountability are necessary to maintain commitment to goals and we are firmly in this camp. read more →