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best practices for executive committees

six people meeting around a table

how many people? what do they do? and more.

by marc rosenberg
the rosenberg practice management library

“a group of the unprepared, appointed by the unwilling to do the unnecessary.” – fred allen

when firms are small or newly formed, the firm’s management philosophy is characterized by some or all of the following:

  1. “we all have a vote, and we make decisions as a group.”

more by marc rosenberg
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  1. partners share profits and duties. “if we all pitch in and take responsibility for a certain area of the firm (admin, staff, quality control, marketing, etc.), our firm will be well managed, and we can save the cost of a firm administrator.”

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2022年世界杯抽签

bissett bullet: do you need an accountability partner?

today’s bissett bullet: “positive change in our firms happens when we decide to hold ourselves accountable for achieving the change and hire proven catalysts to help.”

by martin bissett

so many accounting firms look to change but very few actually want to be the change. as a result, the recurring fee model in accounting encourages a degree of apathy and lethargy with regard to growth. with this recurring fee model, there is no commercial imperative to actually have to win new fees week in week out to pay the bills as many of your clients do.

on that basis, the only way growth can happen, and positive change can happen in your firm, is when you decide there is a reason for it and get external accountability to make sure you are held to account for achieving that change. when you are looking to develop your firm’s fee base, talent base or service base, make sure you have got someone you respect cracking the whip to help you to make it happen.

today’s to-do:

today you need to decide what you are really prepared to be held accountable for in terms of positive change in your firm. set that firm goal up right now with the external accountability to make it happen.

see more bissett bullets here

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accounting arc

firm differentiation depends upon client service | accounting arc

raising the bar on client service doesn’t mean sacrificing all your time. 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

technology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. 

in a recent episode of accounting arc, co-hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the digital age. 

more accounting arc: ron baker: surviving tariff turbulence | crypto, cash, or chaos? the fallout of an irs-free america | is agentic ai a game changer or game ender? | kelly mann: thriving against all odds | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

“client service is the number one reason we hear clients are looking for a new cpa firm,” says mason, founder and ceo of high rock accounting. “we need to get back to the roots of our profession—deep relationships and great communication.” 

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busy season management

tax season faceplant: accountants overrun by late chaos

businesswoman with headache at laptop

 

technology and the economy threw some wrenches into the mix.

by 卡塔尔世界杯常规比赛时间 research

this year’s tax season seems to have been pretty good, according to the latest from the 卡塔尔世界杯常规比赛时间 busy season barometer, though not quite as good as expected.

survey respondents went into the season with cautiously optimistic expectations. the percentage who felt that this year they were better prepared for the three-month grind remains constant at about 46 percent, comparing december/january with early april.

more barometer: accountants turn negative amid tariffs, trade, uncertainty | what cpa firms could do better | survey: which client industries will grow this year | tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not.
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but many who figured they were as prepared this year as ever were apparently in for a sad surprise. before the season, 41 percent said they were prepared as well as in 2024, but that number plummeted to 25 percent by april. the shift is toward the “worse” end of the scale, with the “much worse” response doubling from 3 percent to 6 percent, and “somewhat worse” nearly doubling from 11 percent to almost 20 percent.
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featured video

art werner: are your clients throwing money away? | quick tax tip

without the right strategy, even the best intentions can go to waste.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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quick tax tip
with art werner
cpe today

charitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving these goals: donor-advised funds.

click here for more art werner

“the average client has no idea that a donor-advised fund exists,” werner says. “and if i, as a professional, am not aware of a technique, i probably won’t use it — not because i’m afraid of it, but because i’m ignorant of the ability to utilize it.”

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