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twelve keys to strategic planning

businessman turning compass labeled "strategy" like a steering wheel

what do you want it to do for you?

by marc rosenberg
strategic planning and goal setting for results

“no one ever made a difference by being like everyone else.” – p. t. barnum

more by marc rosenberg
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to begin strategic planning, partners must first address and agree on several critical decisions. do they want:

  • a firm that is committed to strategic planning being the pillar of the firm’s future success? or are you in the school that says “yeah, strategic planning is nice, and we should do it, but it’s secondary to partner productivity and performance”?

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leadership

overcome health, wealth and stealth challenges

why we need them.

by martin bissett
passport to partnership

now we move on to our sixth “c” in the passport to partnership – challenges.

again the heading has more than a single application, which we’ll explore here.

more by martin bissett
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ultimately, the partners interviewed in our research broke “challenges” down into two key areas:

  1. the ability for a manager to pull the firm out of the mire when there’s a problem
  2. the ability for a manager to pull the client out of the mire when there’s a problem

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featured video

dickerson: from diagnosis to disruption | the disruptors

legacy firms may value tenure, but firms of the future prioritize impact, innovation, and client fit.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

for most cpas, the road to partner is long and narrow—often paved with decades of grueling hours and delayed ownership. but aaron dickerson, founder of dickerson cpa in austin, texas, had no interest in waiting 20 years to earn a seat at the table.

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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“i saw partners who had been there for two decades and were still paying for their equity,” dickerson recalls of his time at a legacy firm in ohio. “it just didn’t make sense.

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audit & assurance

what empowerment can do for your team

smiling woman standing at end of table, speaking with three seated colleagues

unlock intellect and innovation.

by alan anderson, cpa
transforming audit for the future

“if you’re afraid to fail, then you’re probably going to fail.” – kobe bryant

i do a lot of work with firms to help them improve their project management, where everything is color-coded as red, green or yellow, depending on how the project is going. frequently what i initially see is that everything is green for weeks on end, but still no nearer completion.

more by alan anderson | ask the 卡塔尔世界杯常规比赛时间 ai chatbot about transforming audit for the future
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my instinct tells me that those projects that were green four weeks ago really weren’t green then. but out of fear of retribution, the staff were all afraid to tell the partner that something wasn’t going as well as expected. it takes about three to four weeks before people start being sincere about the job status.
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featured video

bryant, crabtree: ownership, flexibility, and empathy matter | holistic guide to wealth management

only firms embracing culture, collaboration, and client impact will survive the next era.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro!  – see today’s special offer

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

the traditional cpa firm model is at a major crossroads. with an aging leadership base, evolving client expectations, and growing private equity interest, firms must rethink how they operate—or risk falling behind. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

“many firms are still stuck in outdated models centered around hours and billables,” observes randy crabtree, cpa, founder of tri-merit specialty tax professionals, during a recent panel discussion for contributors to my new book holistic guide to wealth management. crabtree says he’s avoided time tracking for most of his career because he believes it distracts from real value delivery. 

“we can do things better and more efficiently,” says crabtree. he argues that if working more efficiently means it takes less time to get the work done, then we shouldn’t be paid less money.  
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