today's features

main street accountants see turbulence ahead for small business

the avalara accountants confidence report points to difficulties.

via avalara

nearly 50 percent of accountants surveyed believe the outlook for over 80,000 small business clients they represent will turn sour over the next 1avalara (prnewsfoto/avalara, inc.)2 to 18 months, according to a new 卡塔尔世界杯常规比赛时间 study conducted with avalara, the sales tax automation provider.

full report: download (pdf)

fielded during the 2024 tax season, the survey shows accounting professionals flashing warning signs around key business issues, leading with clients’ abilities to hire and retain employees, manage costs and price increases, and keep up with technology changes ushered in by artificial intelligence. read more →

measuring marketing success: the 10 kpis

they can be used in ways you might not have considered.

by august j. aquila
price it right: how to value accounting services

marketing key performance indicators (kpis) are measurable values that help marketers track and analyze the success of their marketing campaigns. the firm and its marketing department must jointly determine which of the kpis are important and will be tracked.

more: seven reasons marketing can make your firm a great place to work | seven ways that marketing helps you retain clients | is pricing a marketing function? | develop your personal marketing plan in ten steps | five ways to make partners fall in love with marketing | analyze your firm to keep it current | what makes a great website? | losing can help you win more | three more strategies for growing your practice | four strategies for building your practice | eight areas to cover for personal goals | understand the 10 steps of the buying process
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i’m going to briefly discuss 10 key performance indicators so that you can put a dollar amount on the effectiveness of your marketing strategies and campaigns as well as track the firm’s overall marketing performance.
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best people practices for small firms with kristin murray & jennifer wilson | gear up for growth

kristin murray and jennifer wilson reveal strategies for growth, culture, and staff retention.

[preview] the complete video episode, including commentary, analysis, notes, takeaways, additional background information, and transcript,  is exclusively first available to 卡塔尔世界杯常规比赛时间 research pro members first. | go pro here.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” says kristin murray, managing partner of weinstein spira. “without that, there is no growth, and given the landscape of our industry right now, that’s everybody’s biggest challenge. if it’s not, i’d be amazed.”

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here.more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more the 卡塔尔世界杯常规比赛时间 broadcast channel

“kristin was the person in her firm who stuck her neck out and took the risk back when she was a tax partner leading the hr and culture initiatives for the firm,”  says jennifer wilson, partner and co-founder of convergence coaching.

murray and wilson reveal their strategies for firm growth, firm culture, and staff retention on gear up for growth, hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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the importance of great bosses

do your employees want to spend time with you?

by marc rosenberg
cpa firm staff: managing your #1 asset

in most organizations, everyone reports to a specific individual. early in his career, marc rosenberg was the controller of a valve manufacturing company. the company grew to the point where he needed to hire an assistant controller. guess who that person reported to 100 percent? guess who was totally responsible for the success of that assistant controller? marc, in both cases. if that person failed because of no fault of marc’s, it still reflected negatively on him. marc was held accountable.

more: how remote work is impacting accounting firms | make work flexibility work for everyone | why staff leave cpa firms … and how to stop them | how to solve the big disconnect in talent management | what relevance means for staffing in accounting | how accounting staffing has changed
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

but cpa firms operate differently, and therein lies the rub. staff have multiple bosses because each client they work on has a different team consisting of a partner, a manager and/or a senior. we call this the “who’s my boss” syndrome. staff often feel like they have no boss and therefore, no one is looking out for them. or they feel like they have too many bosses when each of their engagements is with a different team.

these are two of the many reasons mentoring is so important. one of the mentor’s jobs is to make their mentees feel like someone is looking out for them.
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bissett bullet: a word to the wise

today’s bissett bullet: “as you push for partnership, be conscious of how you make others feel with your words and actions because you are a part of a team and no one member will ever be greater than that.”

by martin bissett

think before you speak or act and be conscious of how you respond to the actions of others, as this will be noticed by those who decide your future. be known for displaying tact and diplomacy and your career will move in the right direction because of your measured behavior.

today’s to-do:

think of a situation that may have played out differently if you had taken a moment to consider your response to a colleague or client. what can you learn from that?

see more bissett bullets here

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