jon lokhorst: important vs. urgent [video]
jon lokhorst talks about how cpas are easily caught up in the daily grind.
leadership
four amusing millennial myths
are you sure they’re so different?
by frank stitely
no workplace topic triggers more useless diatribes and spewed nonsense than the dreaded millennial.
more from frank stitely: the annual tax meeting is dead. clients killed it. | 3 rules for asking great tax-return questions
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know why millennials can’t afford houses? avocado toast is expensive. when millennials play monopoly, they never buy any properties. they just circle the board and pay rent. a millennial, a gen xer and a baby boomer drive to a bar. well, you know that story can’t be true. the millennial takes lyft. tweet any word from a dictionary, and you’ll offend a millennial somewhere.
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seven essential checklists for getting new tax clients
don’t let marketing be an afterthought.
by jassen bowman
tax resolution systems
in an ideal world, every business day would feel like the movie “groundhog day.”
more: checklists for your tax resolution office setup | the ins and outs of hiring and firing | market to your ideal clients | one-step vs. two-step marketing | tax resolution: a lucrative opportunity | 5 reasons your firm training needs nano learning
the same things would happen at the same times, day in and day out. your business would run like a well-oiled machine that simply puts out marketing, takes in clients and cashes checks.
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performing like crap can be a badge of honor
are you meeting expectations? exceeding them?
by steven e. sacks
a strange concept you might think. when someone acknowledges that your actions reflect crap there is no positivity in this assessment. and because this term is baked into the american lexicon, people will always view it negatively.
more: getting the accounting firm agreement right | confronting leadership: not such a bad thing | the damocles sword of staff retention | does your board know its role? | five powerpoint rules to live by
but what if we look at it another way – in the form of an acronym? let’s give it a try.
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3 ways firms scare off successors
and 7 steps to making ownership attractive to new leaders.
by terrence e. putney
bridging the gap
buying into a firm as a new owner involves great opportunity, but also significant risk. it is reasonable for ownership candidates to evaluate the potential for professional and financial rewards before taking such a step.
more: sponsorship: barrier to exit for diverse talent | use collaboration technology to improve your firm | 3 ways to keep your team members connected, engaged and energized | growing, developing future leaders is a two-way street | a winning culture is an intentional culture
therefore, firms must be willing to honestly assess the potential risks and benefits for candidates as they seek to attract new partner-owners who can contribute meaningfully to the firm’s continued success.
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