leadership archives - page 62 of 99 - 卡塔尔世界杯常规比赛时间

is your firm in trouble? 7 signs

february 1, 2015

a culture change may be in order.

by august j. aquila
creating the effective partnership

accountability, according to the merriam-webster online dictionary, is “the obligation or responsibility to accept responsibility or to account for one’s actions.” let’s explore what this definition means.

first, there is an obligation. an obligation is a promise to do something. if a company has a financial obligation and fails to meet it, it may go into bankruptcy. if individuals fail to meet their obligations they also fall into a state of bankruptcy – i.e., failure.

how to get paid faster this tax season

january 30, 2015

by edward mendlowitz

it’s good for business and considerate to clients.

by ed mendlowitz
tax season opportunity guide

tax season is a business and businesses need to be paid. it is harder to justify prices when providing services rather than products. products are usually priced before delivery while many times services are priced after delivery, i.e. performance.

many accountants price returns before they are worked on, usually basing the fee on last year, or a rate schedule. sending a bill with the return establishes the relationship that you should be paid promptly for the work done.

9 ways to promote your protégée to others

january 28, 2015

by ida o. abbott

good news: you don’t have to do it alone.

by ida o. abbott
sponsoring women: what men need to know

promoting your protégée to others is an important part of sponsorship.

more on sponsoring women for leadership: 8 ways to help your protégée focus on career opportunities | how to start an effective sponsorship … and follow through | 3 ways to initiate informal sponsorship | how to establish a sponsor-protégée relationship | 3 roadblocks to women and men working together well | different standards, double binds challenge women | 5 ways gender bias plays out at cpa firms | 3 reasons why men don’t pick women protégées | men advance 2 to 1 over women without sponsors | 18 ways sponsors can help their protegees | beyond mentoring: why sponsoring women for leadership matters

here are nine concrete steps: read more →

how to ‘go digital’ when partners demand monthly p&ls on paper?

january 27, 2015

by roman h. kepczyk

why 75% of multi-owner firms have already gone to online monthly financial reports.

by roman h. kepczyk
quantum of paperless

improving firm efficiency means that the owners have to get on board. one of the more obvious opportunities is the delivery of the firm’s own financial reports.

too many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in their office. read more →

lowballing and why it (usually) doesn’t work

january 26, 2015

by edward mendlowitz

plus some exceptions and how to pull them off.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

i actually received the same question from two people in one day. these calls were from two cpas i speak to a lot, have a lot of respect for and who have successful firms with other partners and a good number of staff.

question: (1) i lowballed a fee to get a client ($2,000 a month), got the client and the time was running twice what i charged them ($4,000 a month). i asked for an upward adjustment four months later of halfway between the time and the fee (an additional $1,000 per month). they dropped me and went back to their prior accountant, who was charging less than i was ($1,800 a month), but who didn’t do anything close to what i was doing. i feel the client knew it was a lowball and took advantage of it. what did i do wrong? read more →

8 ways to help your protégée focus on career opportunities

january 21, 2015

by ida o. abbott

beware of gender traps.

by ida o. abbott
sponsoring women: what men need to know

once you have identified a woman to sponsor and determined that you click, you may be wondering how to get started.

more on sponsoring women for leadership: how to start an effective sponsorship … and follow through | 3 ways to initiate informal sponsorship | how to establish a sponsor-protégée relationship | women must see politics as leadership to get ahead | different standards, double binds challenge women | 5 ways gender bias plays out at cpa firms | 3 reasons why men don’t pick women protégées | men advance 2 to 1 over women without sponsors | 18 ways sponsors can help their protegees | beyond mentoring: why sponsoring women for leadership matters

here are some concrete steps to take: read more →

how will you choose your next managing partner?

january 19, 2015

by august j. aquila

two questions to consider.

by robert j. lees, august j. aquila and derek klyhn

the role of managing partner is just too important and too complex to leave the selection of the appropriate candidate to chance.

more on leadership: four key questions for managing partners | research, but also be ready to act | leader training is time well spent | managing partners must remember partners’ needs | 5 questions about your firm’s direction | like herding cats: partners must ‘walk together’

with the scale of the challenges firms are facing, no firm we know can afford not to identify and develop a group of partners with the ability to successfully take on the role of managing partner in the future. read more →

when is it time to merge?

january 19, 2015

by edward mendlowitz

the answer is personal, but certain questions can help you decide.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a 20-person, five-partner firm, and am frequently approached by larger firms that want me to merge into them. i own 60 percent of the practice, and am 20 years older than the next oldest partner. should i merge? i am happy with my situation and am inclined to let my younger partners decide what they want to do. read more →

how to start an effective sponsorship … and follow through

january 14, 2015

by ida o. abbott

17 specific action steps you should take.

by ida o. abbott
sponsoring women: what men need to know

when you sponsor a woman, there are many steps that you can take to ensure that the relationship is productive and achieves its objectives.

more on sponsoring women for leadership: 3 ways to initiate informal sponsorship | how to establish a sponsor-protégée relationship | 3 roadblocks to women and men working together well | fear of sex and rumors inhibits sponsorship | why women resist networking and powerful role models | women must see politics as leadership to get ahead | mommy bias persists | different standards, double binds challenge women | 5 ways gender bias plays out at cpa firms

here are some tips for getting off to a strong start and following through effectively, especially by focusing on career opportunities and promoting your protégée to others. read more →

what goes in a client’s permanent file?

january 12, 2015

by edward mendlowitz

we’ve found at least 50 items. what would you add?

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: what type of information should be kept in, or as, permanent files?

response: a permanent file should be maintained for each of your clients. this would include the following:

engagement letters
representation letters – i would keep these in the permanent file. an example is that a claim could be made after you no longer have the work paper file associated with the matter. this is especially so with estate planning consultations where a claim could arise many years after a gift tax return was filed. i would keep copies of crummey letters in the file for the gift tax returns, if it is your practice to obtain copies of such letters read more →

four key questions for managing partners

january 9, 2015

by august j. aquila

more than staying close to clients.

by robert j. lees, august j. aquila and derek klyhn

a significant application of judgment exhibited by successful managing partners is in their decision to stay close to their own and the firm’s key client relationships.

more on leadership: research, but also be ready to act | leader training is time well spent | managing partners must remember partners’ needs | 5 questions about your firm’s direction | like herding cats: partners must ‘walk together’

we defined “close” in the research as not doing fee-earning work but being more than the review partner. “close” was having serious conversations with key clients about their issues, about what was going on in their markets and being the “go to” person when informed comment was required by external agencies.

the six essential habits of successful leaders in tax & accounting

january 6, 2015

by august j. aquila

aquila

by august aquila
creating the effective partnership

every book you read on leadership will tell you certain things you need to do to become a good leader. however, you can do these things and still not be someone who people want to follow.

more on leadership: research, but also be ready to act | leader training is time well spent | successful strategy execution requires focus on people | managing partners must remember partners’ needs | like herding cats: partners must ‘walk together’ | 5 questions about your firm’s direction | partners have love-hate relationship with leadership | what does being a partner mean? | mirror, mirror on the wall | the 8-point financial tune-up for your accounting firm | three ways to run a firm: but only one is sustainable | eight key goal areas for partners