orchestrating change is a firm-wide responsibility.
by ira s. rosenbloom
succession planning and the stress that comes along with it are quite the rage in the world of public accounting. when it comes to recruiting a firm’s next managing partner, the challenge may be enormous.
how do you survive tax season?
you’ve been answering, by the hundreds. here’s a sampling of the responses we’re getting in the busy season barometer poll.
use all five senses.
by sandi smith, cpa
accountant’s accelerator
you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience. just a little forethought and planning will make a huge difference. here are five tips for your consideration:
good planning is key.
by august aquila
aquila global advisors
the following steps are proven aids in helping your merger or acquisition go smoothly:
1. define your reasons. before you start down the m&a path, you need to define how it will help the firm fulfill its strategic vision. it is never a good idea to acquire or merge a firm just for the sake of doing so. if a merger or acquisition does not further your strategic vision, it probably is best to walk away from the opportunity, because it really isn’t an opportunity.
what you need to know before a confrontation.
by sandra wiley
boomer consulting
many of us know all too well past or current employees and co-workers we’d term “challenging.”
slackers, space cadets, power grabbers, loners, drama queens and kings, and challengers. we talked about them on 卡塔尔世界杯常规比赛时间 here.
to get the performance you want from the person, you must change the cycle that they have developed.
easy ways to connect with clients and find new ways to help.
by rick telberg
face it: clients don’t really care about taxes, accounting, auditing, financial reporting, comps, reviews, bank recs or all the other stock and trade you live by.
they do, however, expect you to care about that stuff – and to know it inside out. and you probably do. after all, that’s why they hired you – so they don’t need to worry about it. so what does every businessperson really want to talk about? that’s easy: making money. selling. closing on new business.
every businessperson cares about success. and, particularly if you’re working in your own practice, you can talk like a pro. you already know this old dictum from the late business guru ron zemke: you’d better be serving the customer or serving someone who is. so where do you start? glad you asked!
don’t focus on what’s average. be exceptional.
by marc rosenberg
the rosenberg survey
i have never ceased to be amazed at the lack of understanding that partners – including managing partners – have about reading a map survey and computing map statistics. these difficulties prevent partners from properly using a map survey for the purpose for which it was intended: to improve firm performance. here are some of he biggest mistakes i see again and again:
freed maxick, a top 100 firm based in competitive buffalo, n.y., has done a refresh on its marketing program after a disciplined study of its reputation in the marketplace.
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the rebranding roll-out video captures some of the themes that inform the advertising campaign. read more →