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do you understand your clients’ goals?

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what about their weaknesses?

by jody padar
radical pricing – by the radical cpa

it’s up to you to recognize the client persona most suited for your firm, but you’ll want to start by defining your customers’ needs. so, what do people really want, and how can you figure it out?

more by jody padar
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certainly, you can engage in expensive research, from questionnaires to focus groups. but, in reality, most of the clues you need will come from your knowledge of the people you work with within that group.
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wallace: cracking the code on inclusion | move like this

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“you can have inclusion without belonging, but it’s not going to stick. people need to feel they matter.”

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of?move like this, host bonnie buol ruszczyk talks with jim wallace, ceo of bpm, about how the firm has embedded diversity, equity, inclusion, and belonging (deib) into the core of its culture and strategy. with more than 40 years in public accounting, jim shares candid insights into how bpm went beyond the “check the box” approach to deib by making it a ceo-led initiative from the start. 

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wallace explains that bpm’s brand promise, “because people matter,” isn’t just a slogan, but a foundational principle that informs every part of the firm’s operations, from leadership development to firm-wide engagement. deib is not treated as a standalone initiative; it’s part of the firm’s strategic plan and embedded in its values, mission, and even metrics. for example, bpm uses colleague engagement surveys to track employee sentiment, finding that 82% of employees feel they can bring their authentic selves to work. these insights drive changes in programming and support for staff. 
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nine steps to bringing in a new partner

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two men talking in an office

look around your firm for candidates; don’t wait for them to come to you.

by marc rosenberg
the rosenberg practice management library

if you don’t trust someone, they should not be your partner. let’s start with a very basic, standard concept in the business world: a partner is an owner. in any business, not just cpa firms, ownership is not free. because partners are owners, it’s fair and reasonable for them to purchase a part of the firm – for money – to acquire an ownership share.

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

 

before structuring the financial part of the buy-in, work out what the requirements are for becoming a partner.

too many firms jump right in and decide how new partners should buy in before firming up their criteria for qualifying as a potential partner in the first place. that’s a big mistake.
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