today's features

are you aware of your firm’s culture?

four colleagues chatting around a water cooler

five ways to make it work for you.

by martin bissett
passport to partnership

cultural issues are dynamic, very broad and unique in each firm. as such it is a challenge to summarize them accurately and comprehensively.

from our research, however, the wise choice for anyone wishing to get their passport to partnership appears to be to study

  • their firm’s existing culture,
  • that of its senior individuals and
  • that of those who have the ear of those senior individuals

to understand not only the route to partnership, but the terrain that they need to cross too.
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eleven ways to help tax clients help you

businessman points to words "keep it simple"

clear instructions make your tax season easier.

by ed mendlowitz
tax season opportunity guide

providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

more by ed mendlowitz
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sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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learning how to lead

businessman writing on paper

take underdog hunger and become an “overdog.”

by domenick j. esposito
8 steps to great

being a cpa firm leader requires you to “walk the talk,” make tough decisions and avoid common traps or errors that are attributable to a failure of providing persistent and consistent leadership.

more by domenick j. esposito
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in addition to “walking the talk” personally, a ceo must drive action and change.
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make advisory work for niches

young man in suit staring at laptop screen

hint: they aren’t limited to specific industries.

by hitendra patil
client accounting services: the definitive success guide

focusing on a specific niche sharpens your advisory-value proposition. in this post, we explore how identifying and serving niche markets allows you to tailor insights, build deeper trust and command higher value. you will learn how to recognize advisory-rich industries, position your firm as a go-to authority and translate specialized expertise into meaningful results. niching helps your firm stand out in a crowded market by doing what truly matters for a clearly defined audience.

more by hitendra patil
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advisory services mark the most strategic development in the modern accounting field. as more firms delve into this area, it becomes essential to differentiate their advisory offerings. a strong way to do this is through industry specialization.
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