2020 outlook: making volume manageable

remember who’s watching.

by tamera loerzel

a big issue that i have seen firms struggle with is volume. to help manage and reduce the volume to free up time for proactive, future-oriented initiatives, firm leaders need to get laser focused.

more: 2020 outlook: more engagement, less ‘efficiency’ | non-traditional hires might be the answer | focus on business development | innovate and anticipate | balance advisory and compliance | talent shortage drags on | demand is high | business development goes borderless | data import on the rise | becoming the most valuable advisor | top three tips for 2020 success | where do you want to be? | dicey disruptions | upstream mergers | staffing gets creative
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three places you can start and take incremental steps to make progress in truly driving change in your firm include:

posted on february 12, 2020

tamera loerzel

about the author

tamera loerzel is a partner of convergencecoaching, llc, a national leadership and marketing consulting firm dedicated to helping leaders achieve success.

she is a contributing author to bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

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she is committed to help her clients capitalize on opportunities to transform their practices and businesses on a foundation of unity and trust in their leadership teams through retreat facilitation and strategic planning, in-person and virtual leadership training programs, and individual coaching. prior to convergencecoaching, tamera managed the bdo usa minneapolis consulting group and implemented their middle market financial software service methodology and the customer relationship management software her team used to manage their sales, marketing, and customer support processes.

in addition to her local responsibilities, she directed the national sales and marketing efforts of the package solutions group at bdo. prior to bdo, tamera acted as the national sales manager for state of the art, inc. (now known as sage software, inc.), where she was responsible for financial systems sales, cpa programs, marketing communications and recruitment, and channel communications.

tamera is committed to giving back to the accounting profession through volunteerism and is a founding member of the cpa consultants’ alliance. tamera is a member of the minnesota chapter of sales and marketing executives, toastmasters, the national and local chapters of the association for accounting marketing (aam), and the association for accounting administration (aaa). tamera served on the planning committees for the aicpa practitioners symposium and aicpa tech conference and has served as chair for information technology alliance (ita) fall collaboratives.

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