four essentials for email campaigns
plus six factors to consider.
by august aquila
max: maximize productivity, profitability and client retention
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build exit strategy into your business strategy
ten action steps to take now, not someday.
by jackie meyer
the balanced millionaire: advisor edition
having gone through the process of selling clients and eventually an entire firm, i gathered some invaluable lessons. if you ever consider selling part or all of your practice, keep these in mind:
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- always have a retention clause: if you sell clients or your firm, include a clause in the sale agreement that protects you if clients don’t stick around.
employee experience not what it seems
the years didn’t add up.
by ed mendlowitz
call me before you do anything: the art of accounting
we hired sam out of school and he worked for us for two and a half years and then we split up our firm. this was ages ago and sy and i left our third partner to form our new firm on jan. 1.
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however, there is a valuable lesson here and i think it is worth sharing. it changed the way we hired staff.
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use tech to make employees happier
stop scouring for talent that doesn’t exist.
by jody padar
the radical cpa
if you’ve posted a job for an accountant in the past few years, you know people are hard to come by. the number of responses you received was likely down if you were lucky enough to find any at all.
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according to a recent aicpa trends report, the number of people graduating with a bachelor’s degree in accounting is down, and we’ve seen a steady decline since 2015. all this while half of u.s. cpa firms have increased the number of new graduates they want to hire. a lot of us are looking for staff that simply does not exist.
thirteen things to ask in a merger of equals
how about an executive committee from both firms?
by marc rosenberg
cpa firm mergers: your complete guide
mergers of equals or firms close to equal (some call these sideways mergers) are much less common than mergers in which there is a clear survivor. but they do occur.
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quite simply, there are two reasons mergers of equals are uncommon:
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