management

why proper communication is critical

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businessman smiling and talking on phoneconsider the impression you deliver.

by steven e. sacks

often, we are so concerned about getting out a message that we don’t stop to think whether the delivery mechanism matches the nature of the content.

more: syncing up for the covid era | the new covid-19 workplace: are you prepared? | does your firm’s board know its role? | are executive performance reviews dangerous? | there is no leadership without integrity | influence, don’t manipulate
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in a face-to-face conversation, the reaction you get is immediate because you may have employed the wrong tone, selected the wrong words or chosen an inappropriate time to engage. younger professionals who are observant, especially when admonished – either overtly or subtly – will learn from the experience. the signs are not as clear when it involves email communication or phone calls.
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the only 3 metrics you need

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a totally virtual firm outlines the metrics it uses to measure staffers.

by jody grunden
summit cpa group

if you want to grow your accounting firm, it’s important to evaluate the effectiveness of your process on a regular basis. you want to be aware of what’s working well and what’s not. you also want to continually be improving upon your services over time.

more: how to attract clients like a magnet | 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
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there are three things you can specifically monitor when it comes to the effectiveness of your team. here’s how we do it at summit cpa group. maybe these ideas will work for you too.
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how to create effective internal communications

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woman yelling into bullhorn and newspapers flying outwho is responsible for them?

by steven e. sacks

cpa firms need to focus on internal communications. they have realized that to have a content and motivated staff, they must keep their people “in the loop.”

more: profit is not a mission | does your firm’s board know its role? | are executive performance reviews dangerous? | influence, don’t manipulate | getting and keeping the best: the struggle continues | how does your firm leverage its talent?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how many times do employees hear about a firm’s initiative after it has been implemented or announced in the local (or national) media? what does this do to morale? what impact does it have on the trust factor?
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profit is not a mission

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businessman relaxing in clouds in skywhy mission statements matter and how firms fail.

by steven e. sacks
the new fundamentals: practical guidance for today’s accounting firms

do you think your staff knows what your firm’s mission statement is?

more: does your firm’s board know its role? | trust is a key organizational ingredient | real influence vs. immediate gratification | 4 ways to boost job satisfaction | retention starts with the hiring interview | the new way to handle exit interviews | who’ll quit next? | smart trust in the workplace
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wait. let me back up. does your staff even know that such a mission statement exists?

my guess is no and no.

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prepping for post-crisis opportunities

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https://www.successioninstitute.com/free-videos/
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in partnership with 卡塔尔世界杯常规比赛时间, the succession institute is offering free access to their top ten video training programs to help firms prepare for the new normal. offer expires june 30. use the password “free”for each video and get all the details here.

does your firm’s board know its role?

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six businesspeople in meeting around tablemission, vision, strategies, action plans … they all need to be aligned.

by steven e. sacks

the supposed purpose behind a cpa firm creating a board is not to micromanage, design a company logo or address human resource issues. neither is its role to sit around and smoke cohiba esplendido cigars and sip louis xiii de remy martin grande cognac. this glad-handing, back-slapping culture led to the financial breakdowns in the early 2000s and is possibly still happening today.

more: how to select your firm’s board | confronting leadership: not such a bad thing | new opportunities for a ‘new normal’ | is trust elusive? | working remotely shouldn’t mean feeling isolated | how engaged are your employees? | managing difficult personalities in the workplace | set your staff on the right course
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

why would a firm create a board? in theory, it is designed to build and preserve a firm’s prosperity and longevity, in the same vein as a company board. each board member should have a thorough handle on the profession and the industries that the firm serves. the board members should understand trends, the competitive challenges, and the effectiveness or lack thereof regarding the firm’s structure and operations.
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don’t let opportunities become detours

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perception vs. reality: how opportunities can cause chaos.

how to stay on track toward your goals amid chaos and confusion.

by bill reeb

without clear direction, every alternative seems like an opportunity.

but with direction comes a course of action, whether that is to preserve what you have or achieve something different.

more: covid crisis requires new mindsets | do you have a goal or just a speed? | what are you giving priority? | 3 early warning signals for overachievers | learn more by letting go | don’t let others block your path | how overachievers can get ‘unstuck’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

knowing what direction you want to head will drive the creation of a plan. and the greatest benefit of planning is that it provides you with a sanity check to know when you are drifting off course.

regardless of whether we are talking about your personal life, career, or business, i believe it is nearly impossible to get to your desired destination or to accomplish your goals in a straight line.

we end up straying from our original course because of the mistakes we make along the way. opportunities become detours. and chaos ensues
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what kind of accountant are you?

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the six personalities that define you, your business, and your future.

by ed mendlowitz
tax season opportunity guide

is your practice satisfying?

more: covid tests accountants’ entrepreneurial talents | have you gotten where you wanted yet? | ask this before clients do | more services for your tax clients | can your reviewers answer these 10 questions?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

do you like it the way it is, or do you want it to develop and grow? some people like the way things are and don’t care about change.
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an effective board begins with an effective process

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senior businessman with his team at office

decide what you need, then look for the right people.

by steven e. sacks

in discussing how to select your firm’s board, the issue was that you want to have the proper board composition with the people, right values, philosophies and a shared commitment to the success of the firm.

more: how to select your firm’s board | confronting leadership: not such a bad thing | new opportunities for a ‘new normal’ | is trust elusive? | working remotely shouldn’t mean feeling isolated | how engaged are your employees? | managing difficult personalities in the workplace
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as a firm leader, a matter you think needs immediate attention could simply be a symptom of a larger problem. it’s common sense that you would not visit your doctor to treat your broken leg with a band-aid, so why look for a fast, ineffective and incorrect solution as a way to fix an operational or cultural problem? this is why those who are on the board are selected for their acumen and belief in the why the firm or company exists and how it can be improved.
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how to select your firm’s board

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overhead shot of eight businesspeople meeting around a table5 questions that go beyond the eeny meeny miny moe.

by steven e. sacks

the old saying that a camel was a horse created by committee has an element of truth to it. if you think that everyone on a board or executive committee shares the same opinions, philosophies and vision, then think again.

more: confronting leadership: not such a bad thing | new opportunities for a ‘new normal’ | working remotely shouldn’t mean feeling isolated | 4 ways to boost job satisfaction
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the eeny meeny miny moe may be a little tongue-in-cheek, but the question is how deliberate a cpa firm should be in choosing its board or executive committee members.
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