management

bonus: 3 steps to improving your culture.

by steven e. sacks
the new fundamentals

lately i have been in conversations on the topic of change management. there is no one right definition because consultants can view this concept in slightly altered ways. besides, one person’s view of change can be another’s view of slight modification. either way, there needs to be preparation from the firm, team and individual levels.

more: managing information overload | make your writing count | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared? | does your firm’s board know its role? | are executive performance reviews dangerous? | influence, don’t manipulate
exclusively for pro members. log in here or 2022世界杯足球排名 today.

on a visceral level, change management is a mindset of how to prepare, equip and support people so they can successfully adopt change to drive organizational success and the resulting outcomes. if you peel away the layer of consultant-speak, it is really about how to influence people to change their behavior from “in the moment” to “future thinking.”
read more →

good writing still takes time and careful consideration.

by steven e. sacks
the new fundamentals

every day we write something, whether it is a text, an email, a handwritten note (yes, they still exist), an article, speech, a report or something else. it takes practice and patience to become proficient. it does not matter what profession or field of endeavor in which you work. to be clear and concise is to respect the reader’s time and position.

more: 6 types of non-listeners | etiquette never goes out of style | make news, not noise | have a real-life conversation | exchanging knowledge has no downside | take that extra breath with email | effective communications in the age of covid | profit is not a mission
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if you advise businesses, besides the guidance you impart, your most valuable product can be a memo, letter or a report. your report is the only tangible product the client will receive in return for paying your fee. it serves as a historical record of the effort you put forth. it can mask or reveal the quality of the fact-finding or analysis you conducted simply based on how clearly you communicated your information.
read more →

then check to see whether the right people are in the right seats.

by jody grunden
building the virtual cfo firm in the cloud

“getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – jim collins, “good to great”

more: give your leadership team time to lead | be more effective remotely with disc | protect client files from cyberthreats | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to audit 401(k)s | 3 measures of the effectiveness of your team | how to profit with workflow apps
exclusively for pro members. log in here or 2022世界杯足球排名 today.

when adam and i first started the company, we didn’t have much organizational structure. we didn’t need it. but as the company grew, it became necessary to develop an organizational structure. there’s a great quote by michael e. gerber in his book “the e-myth revisited” that says, “without the organization chart, confusion, discord and conflict become the order of the day.”
read more →

better understanding = better communication.

by jody grunden
building the virtual cfo firm in the cloud

working in a remote environment can be great, and it can also have its challenges. communication is one of the biggest hurdles distributed companies have to overcome. to tackle this issue head on, summit cpa has implemented many initiatives.

more: do you have the right people? | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion
exclusively for pro members. log in here or 2022世界杯足球排名 today.

one of our favorites is the disc profiles. let me start off by telling you a little bit of the background on the disc profiles.
read more →

mixing family and business can be hazardous.

by matt rampe
rampe consulting

thinking of going into business with a family member? or maybe you already made the plunge? that’s what i did recently after many years happily employed by non-family members.

more: listening: how a conversation works | client accounting services: the definitive guide | building a high-net-worth practice during covid-19 | 14 better uses for timesheet data |  why you need windows 10 with automatic updates

 exclusively for pro members. log in here or 2022世界杯足球排名 today.

for years i have assisted family-owned businesses as a professional service provider, and i’ve seen up close the many ways in which families can become dysfunctional around money and business. somehow that still didn’t stop me from recently joining my wife, kristen rampe, in our business, rampe consulting, where we help small and midsized accounting firms with practice management and leadership development.
read more →