today's features

how to craft the best kpis

businessman smiling while looking at tablet

how will the data be used?

by ed mendlowitz
77 ways to wow!

key performance indicators (kpis) are shortcuts and tools to give managers a quick grasp of essential activities enabling greater control. whether a manager runs a business, not-for-profit, governmental unit, department or a small group, kpis can help the manager be more effective, achieve goals and better serve customers, stakeholders or others relying on the organization.

more by ed mendlowitz
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managers need to develop the kpis that will help them the most. this development should be based on what they are doing now (with some tweaking) so they get four or five numbers daily that will not take more than three minutes to absorb, assess and activate changes, if necessary. transparency and sharing the kpis will also draw team members into the process.
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bailey: communicate culture with clarity| move like this

as language evolves, clarity and authenticity are more important than ever.

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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, host bonnie buol ruszczyk welcomes cass bailey, ceo of slice communications, for an insightful discussion on how firms—especially those in professional services—can effectively communicate their organizational values in a way that resonates in today’s polarized environment. with deep experience in public relations, crisis management, and employee communication, bailey offers guidance for navigating sensitive topics while maintaining alignment between internal culture and external brand.

more move

bailey opens the conversation by sharing slice communications’ journey from a traditional pr firm into a strategic communications agency. today, her team helps businesses manage both their public reputation and internal messaging, especially when facing scrutiny around workforce practices and company culture.
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yoss: spot–and stop–fraud early | quick tech talks

don’t be the next victim. 

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quick tech talk
with steve yoss
cpe today

occupational fraud remains one of the most pervasive and costly threats to organizations worldwide—and many companies may be underestimating the risk. a recent quick tech talks episode delves into key findings from the association of certified fraud examiners’ (acfe) 2024 report to the nations, uncovering the mechanics behind the world’s most common types of fraud and the staggering financial toll they exact.

more steve yoss here

the numbers are alarming: occupational fraud is responsible for losses equaling up to 7% of global gdp, or more than $5 trillion annually, according to the acfe. these crimes don’t just target large corporations—they impact businesses of all sizes and sectors. in this episode, listeners are guided through the three major categories of occupational fraud—asset misappropriation, financial statement fraud, and corruption—and shown how each can quietly undermine an organization’s integrity and profitability.

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nineteen thoughts on recruiting cpa firm staff

two businesswomen seated across desk from each other

plus six training and 11 leadership development best practices.

by marc rosenberg
the rosenberg practice management library

“treat people as they are, and they will remain as they are. treat people as they can be and should be and they will become as they can and should be.” – goethe

“you see, really and truly, apart from the things anyone can pick up, such as dressing and the proper way of speaking and so on, the difference between a lady and a flower girl is not how she behaves, but how she’s treated. i shall always be a flower girl to professor higgins because he always treats me as a flower girl. but i know i can be a lady to you, colonel pickering, because you always treat me as a lady and always will.” – eliza doolittle in “my fair lady”

there are three big keys to cpa firm success. the first two keys are:

  1. strong firm management and leadership. management, which includes the entire management team, makes everything important in a cpa firm work, from having a great staff, great clients, growth, profitability, partner productivity and accountability, strategy, succession planning and more.
  1. attracting new clients, retaining them, helping them grow and providing world-class service.

more by marc rosenberg
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the third key is the focus of this article: staff.
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is the next generation ready to take over your firm?

group of four young professionals

three business development tasks to help prepare them.

by martin bissett
business development on a budget

if you are a partner in your firm, you may already have asked yourself the all-important question: how can i successfully retire and have someone else take over the firm?

more by martin bissett
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the partner who has a satisfactory answer to that question is the one who is committed not only to developing business and building the firm on a regular basis, but also to developing and preparing the next generation of professionals in the firm.
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