bissett bullet: change is an internal factor
today’s bissett bullet: “when an accounting firm wants to achieve positive change, we need to understand that the ‘change agents’ are in the firm already.”
by martin bissett
today's features
cancel culture or curious culture? you choose. | transformation talks
turn communication breakdowns into trust-building moments.
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transformation talks
with donny shimamoto
center for accounting transformation
in the latest episode of transformation talks, host donny shimamoto, cpa.citp, cgma, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone’s words or actions.
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joining him are arianna campbell, coo of boomer consulting; ed kless, co-founder of threshold and co-host of the soul of enterprise; and amy welch, apr, cae, mission advocacy strategist with the center for accounting transformation and svp/executive producer for 卡塔尔世界杯常规比赛时间.
the episode begins by reframing how we talk. “discussion” implies conflict, while “dialogue” is about listening. “the origin of ‘discussion’ is literally ‘to strike,’” says kless. “but dialogue means ‘twin telling.’ that shift in mindset is everything.”
art werner: the hidden perk most miss | quick tax tip
the retirement planning hack can be a secret weapon for tax-free growth.
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
when most people hear “hsa,” they think of medical expenses and high-deductible health plans. but in the latest episode of quick tax tip, tax educator and attorney art werner urges tax professionals—and their clients—to look deeper.
in his signature style, werner reframes the health savings account (hsa) as one of the most underrated retirement planning tools available today.
“i don’t look at the hsa as a way to pay for medical bills,” says werner. “i look at it as a disguised retirement plan.”
how firm decisions get made
bonus: a voting decision grid.
by marc rosenberg
the rosenberg practice management library
“the force can have a strong influence on the weak-minded.” – obi-wan kenobi
there are a number of alternative approaches that firms use to make decisions.
more by marc rosenberg
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1. decision-making authority of the managing partner or executive committee (ec) granted by the partnership. the gold standard for the effective management of any organization is to establish a leader (president, executive director, managing partner, etc.) and bestow the position with sufficient decision-making authority, as contained in the organization’s operating charter or agreement, to manage the entity. this is the best practice for cpa firms’ decision-making.
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thirteen ways to demonstrate you’re committed
do you mean business? show it.
by martin bissett
passport to partnership
rising from senior manager to partner often means being promoted ahead of our peers and contemporaries. it creates a gap in earnings, stature and influence compared to those who were our colleagues on a level playing field just yesterday.
more by martin bissett
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it can also mean that if we are coming into a firm from the outside, we are being promoted over people who have served at that firm for many years and understand the firm’s culture much better than we do now. we may have to lead these people as the head of a department and if so, they’d better be on our side.
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