leadership

the top 5 concerns of great managing partners

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industrial metal number 5growth and mergers didn’t make the cut, so what did?

by marc rosenberg
the rosenberg practice management library

i recently updated my research on the role of the managing partner. how better to do this than to poll great mps from across the country? so that’s what i did.

more: partners: when to speak up and when to shut up
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i received responses from 17 mps: three from firms with revenue exceeding $50 million; five firms were $20-50 million; six firms were $10-20 million; and three firms were $5-10 million. as i expected, i received very eloquent, powerful and somewhat diverse advice.
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tough lessons from tax season

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how to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.

by sandi leyva
the complete guide to marketing for tax & accounting firms

now that the initial tax deadline is past us, it’s a good time to take a look back to see how things went and how they can be done better. this is called an after-action review, and it’s not the same as a de-brief or a post-mortem. it’s a great tool for large companies, and small businesses can benefit too.

more from sandi leyva: change overload: 5 simple coping strategies |  39 advisory services for accountants  |  mix and match marketing channels  |  marketing materials 201: some advanced tips  |  testimonials: why and how  |  10 marketing materials you need  |  make direct mail work for you  |  how to use ‘warmed-up’ telemarketing  |  content marketing types and tips  |  write your way to expert status    |  71 places to find new clients  |  awards can boost your reputation  |  are you newsworthy?  |  step-by-step: how to make newsletters work for you  |

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

an after-action review is a fantastic process to help you look back at a project or period of your business to see what, why, and how things occurred and how they can be improved for the future. taking a profit-focused view will help you get the most out of the idea.

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the five rules of smart tech

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how the best managing partners stay on top of technology.

by marc rosenberg
quantum of paperless: the partner’s guide to accounting firm optimization

the duties of managing partners encompass a long list of critically important management functions. certainly, one of these is to ensure that technology has an optimal impact on the firm’s success, profitability, and efficiency.

more quantum of paperless: firms need ‘best practices’ manuals  |  optimize scanning procedures  |  why a digital tax workflow system is vital  | how long do you need that file?  |  don’t underestimate document management  | digital communications unify messaging  | hotspots the answer for field access  | check your bandwidth  | remote access requires planning  | proactively manage application updates  |

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

this can be quite challenging because, unlike most managing partner duties, managing the technology function is a highly technical skill that most managing partners don’t have. so, they need to be smart. they need to know what they don’t know and rely on experts, both inside and outside of the firm, to guide them.

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what goes into a client project?

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woman drawing flowchart on a blackboard20 project types. 6 components for each. let’s make this simple.

by frank stitely
the relentless cpa

we have resolved to manage our projects effectively. just what are we managing? what is a project?

more: tammy’s tale of tax season tardiness | how effective project management makes your life easier | 2 lessons clients taught me | no consultant can solve your biggest problem | the great marketing hoax | what the value-pricers get wrong | 3 rules for asking great tax-return questions
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we could define a project in the manner supreme justice potter stewart defined pornography. “i know it when i see it.” but that will work as poorly for us as it worked for justice potter.
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