strategy

survey results: accountants’ new year’s resolutions — 2013 edition

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‘tis the season for new promises and plans. 

we’ve been asking finance and accounting accounting professionals about what 2013 may hold, and you’ve been answering. to get all the details, click here to join the survey and get the results.

meanwhile, here are a few sample new year’s resolutions from colleagues and peers. some may sound all too familiar from resolutions made in 2012. personally, i’m still working on the lose-15-pounds resolution from 2012, and, er, 2011, 2010, 2009… oh well.

— rick telberg
president / ceo 

new year’s resolutions from finance and accounting professionals:

  • new seo plan for getting higher ranking on google.
  • working with tax resolution professional and preparing returns for them at a split fee.
  • work more on marketing
  • downgrade expectations.
  • get more audits of private companies.
  • work, work and work, because of so much competition and unemployment, the best bet is to keep busy by working and get the maximum out of colleagues/sub ordinates. i will not be carried away with number 13, this is my lucky number so i will capitalize on this number. read more →

are partner retreats really worth the cost?

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how to do it right.

here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers.

browse more from ed here:   audit reports without doing the work?  | should i really spend the time making checklists?   |  what’s a tax practice worth today? |  preparing to sell your practice in a few years? 13 things you need to know today     |    10 questions to ask yourself before you decide to add financial services to your practice   |  why selling your practice is not a retirement strategy | congratulations! you bought a tax practice. now what? | how accountants can keep the business when a client wants to sell theirs | 10 reasons clients don’t pay, and what to do about it | 13 reasons timesheets will never die

question: is there any value to a retreat? read more →

why 9% of firms flourish even in bad times

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a four-pronged approach to weathering any economic storm.

by sandi smith, cpa

according to an article published in harvard business review, three scientists, ranjay gulati, nitin nohria, and franz wohlgezogen, conducted a study to discover the strategies that generated the most – and the least – profits in lean times.

more small-firm success tips at 卡塔尔世界杯常规比赛时间:   ‘there is no such thing as a time problem’  •  15 off-the-hook ideas for accountants to dream big  •   3 money leaks that may need plugging in your business  •  seven tips to keep the clients you have • how to attract clients like a magnet • eleven easy ways to deliver more value to clients • five things accountants take for granted that costs them revenue  • what’s in your new client funnel? • what’s in your welcome kit for new prospects? • five fun and easy ways to wow your clients • six ways to give yourself a raise • strategies to stop losing business to competitors  • five tips to manage your ‘overwhelm’ level • easy ideas for a quick business boost • four new mega-trend marketing strategies • how to stop leaving money on the table

first, here’s a list of sure-fire ways to kill your business: read more →