how to change a partner

august aquila
august aquila

take a lesson in change management from weight watchers.

by august aquila
aquilaadvisors.com

david maister in “strategy and the fat smoker” notes that there are two elements needed in order for us to change. the first is a willingness to do it. the second is determination. but alas, we know the path to hell is paved with good intentions.

there are a multitude of platitudes about change. but unless we change we don’t grow and the skills that got us to where we are, won’t get us to the next level. none of us can achieve more unless we become more. if i fail to change, i will not produce different or better results, but only the same thing. this is extremely dangerous because the world around us – our clients, our employees, the market place continue to change.

take a quick acid test. what do you know today that you did not know five years ago? ten years ago? if your list is short, you haven’t changed much. if your list is long, congratulations! the longer the list, the better.

is there a change process?

the quick answer to the question is yes. read more →

novice manager needs to know: how to do it all?

 

15 strategies for a first-time supervisor’s success.

here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers. we’re happy to have him at 卡塔尔世界杯常规比赛时间. send your questions for ed here, or chime in with comments below.

ed mendlowitz cpa the practice doctor q and amore from ed mendlowitz, the practice doctor q&a: why no one listens to you | fun reads for busy season  |  when not to offer a free initial consultation | measuring growth in yourself, staff and partners  |  what do you think you’re doing?  | can you teach judgment?  |  clients’ calls at home  | what you need to know before expanding into business valuation |

question: my boss asked me to call you.  i am a staff accountant with five years experience.  i am having a lot of stress trying to manage everything i have to do. i am juggling supervising people that i don’t know how to supervise, being managed less by those above me and having to figure out more for myself – including things i never did before or in industries i never worked on previously, keeping current with changes in accounting rules and taxes (since i am more like a generalist and clients ask me everything) never seem to have any free time, juggling my schedule because most of my clients are never ready when they say they will be and being accountable to my boss for everything i do plus what the staff working under me does. so how do i do it all? how can i prioritize all my responsibilities? read more →

how a founding partner passes the baton to a new managing partner

with 16 questions and 10 steps.

by august j. aquila

one of the most difficult events that a firm faces is the transition of power from one managing partner to another, especially when it’s the first time. knowing when to pass the baton and how to pass it are critical decisions every firm will have to make.

august j. aquila

more august aquila on 卡塔尔世界杯常规比赛时间:  six reasons not to plan for succession  |  how to apply sam walton’s 10 rules for success at your firm |   nine steps to effective succession planning for the small firmthinking merger? look before you leap  | four new checklists for succession planning  |   partner accountability: seven signs your firm may be in trouble | 25 ways to grow your practice  | herding cats: change management for cpa firms  | engaging partners in the firm’s future  | what it means to be a partner  | leadership at it’s strongest: what successful managing partners do | no alignment? no execution. | 12 steps to a foolproof merger  | seven steps to building a great partnership  | 5 success tips for tax season  | managing partner job #1: how to get buy-in  | the 10 basic ways to boost profits at an accounting firm | can you really change a partner?  | 11 weekly self-assessment questions for professionals  | seven keys to a successful merger |

for the managing partner who is thinking about succession, there are four primary goals that he or she should be working on during the next few years. each of these issues needs to be discussed with your founding partner: read more →