staffing & recruiting

dustin verity: keep an open mind and constantly learn

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tech allows small to mid-size firms to provide better cas.

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transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation
center for accounting transformation

dustin verity admits to being cautious. he also admits to being a technophile.

in the latest episode of transformation talks, the cpa explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm.

more: secret to success? a growth and abundance mindset | o.d. lanier: stepping into advisory | from tax to transformation | early adopters gain an edge in audit | why the future is in risk advisory | four strategies for a future ready firm
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“i’ve always been interested in technology and, and you know, efficiencies,” verity said, always wanting to know how his firm could produce more and work more efficiently. “that means less hours that we have to spend in the office ourselves.”  read more →

clayton oates: one way to keep clients for life

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play the infinite game and 11 more takaways

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

“we’re ultimately in the people business. we’re in the relationship-building business. we just happen to do accounting.”

that’s how clayton oates, the founder of qa business, views the accounting profession.

more: randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

oates also believes accountants can choose whether they are playing a finite, zero-sum game with clients or the infinite game, which continues forever and results in an abundance forever mindset with clients, who will then be your clients for life. 

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16 steps to creating a partnership path

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bonuses: 12 questions to ask staff about the future. advancing from staff to senior to manager.

by marc rosenberg
how to bring in new partners

“i think nothing is more important than what a firm does to create partners. i mean from day 1 of someone’s career. or maybe when a person is identified as a star. it’s critical what the firm does to nurture that person so that they become a partner someday.” – harry steindler, partner, michaelsilver (chicago)

more: nine ways to measure staff performance on the path to partner | three types of skills you need to become a partner | seventeen basic expectations of partners | nine ways to woo a prospective partner
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here is what the best firms do to create a path to partnership. these practices are not ranked strictly, but items at the top of the list are more common and effective than those toward the bottom. however, all the items are important.
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what makes an excellent tax return reviewer

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bonuses: a 10-question test (and answer key), plus 18 other issues you might want to test.

by ed mendlowitz
how to review tax returns: the field-tested update

firms have to decide who will do the tax return review, and how qualifed they are for this. ideally, trained tax department personnel are the primary reviewers. however, the bunching and compression of work often shifts some of the review to higher level, non-tax personnel such as audit managers and partners who might not have the comprehensive training, background, knowledge and experience to handle everything that comes up during the tax preparation process.

more: ‘quick and dirty’ tax review | when returns should be submitted for review | tax follow-up worksheets can mean more revenue | stop tax return review shortcuts | routine is key to reviewing tax returns | seven types of tax return reviews
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additionally, in many firms, almost everyone on the staff will prepare some returns to ease the almost insurmountable burden on the tax department. that lack of trained preparers, though, places an added burden on the reviewers, making it important for them to be more aware and alert when they perform the review.
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how do you value your most important asset?

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yes, your employees.

by steven e. sacks
the new fundamentals

skills, abilities and experience are the elements recruiters use to assess candidates who come before them. but what is interesting is despite a skill set playing  a dominant role in the value that an employee brings to the organization, it may not be recognized as such. this is not a new concept. i came across research conducted in 1918 by harvard university, the carnegie foundation and stanford research center.

more steve sacks: how to build a winning proposal | six ways to fix your firm agreement | the great resignation or a reshuffling? | listen to learn | build the framework to a solution with five answers | try for success, not a win
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the study discovered that almost 95% of job success comes from having well-developed soft skills (better referred to as life skills ) and people skills, while  only 5% of job success comes from technical skills and knowledge — hard skills.

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randy crabtree: follow these 3 rules to keep employees happy

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randy crabtree: allow your employees freedom in two critical areas to win talent wars.

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

randy crabtree talks to a lot of other accountants and admits that he “steals ideas from everybody else.” imitation, after all, is the sincerest form of flattery.

more: erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

one topic he’s been talking about a lot lately is the issue of mental health in the profession, which he feels is largely self-induced. although he’s been asked to talk about mental health without mentioning burnout–don’t be a downer–crabtree says it’s impossible. “i’m like, i’m sorry, but i can’t do that. it doesn’t go away if i don’t talk about it,” he said.  

read more →

kenji kuramoto: rules? what rules?

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kill the 40-hr work week, online pricing and other archaic accounting conventions. 

the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

kenji kuramoto and his business partner, mathew may, have been trying different things with their firm, acuity, for years. before the pandemic, acuity began experimenting with allowing team members to work wherever they wanted, how they wanted, and even how much they wanted to work. initially, this was to accommodate refugees from mega firms who wanted a change from the “very regimented, very time sensitive and very location-specific” norms of the industry.

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how small firms can win the talent wars

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three young people working in an officegetting creative can bring in better talent and better clients.

by frank stitely
the relentless cpa

one afternoon, the partner group of our outsourced accounting practice met for a state of the practice meeting conducted by our director of outsourced accounting. our prior director left and we were looking for someone when one of our newbies asked if he could be considered.

more: easy ways to avoid ‘done but’ tax returns | six ways to create a millennial-friendly firm | do you know your turnaround time? | why hiring out of school works | leadership growth is a two-way street | quiet quitting: are employers culturally aware? | how to guide students into accounting | three strategies to keep emerging leaders engaged
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the 25-year-old had one year of experience, and we were chasing a controller-type person. the whole outsourced practice was in shambles. revenue was nil and any clients we had were unsatisfied.
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aynsley damery: adding value is the only way to stay in business

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rethink the 80:20 rule, because the 80% are likely stealing from you.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

aynsley damery wants accountants to think more deeply about their work. the ceo for clarity said we need to think about what clients want and deliver it to them, but as simple as that sounds, the problem is he doesn’t “think many accountants truly understand what their clients are looking for.” clients who have started their own businesses are looking for a combination of “money, time and freedom.” however, damery said, we’re selling them dashboards, kpis and cash flow forecasting without explaining why that’s important and what that’s going to do for them. “clients are looking for an advisor who’s going to listen to me, understand my hopes, my fears, my vision, what the challenges are, and be able to be there to support me,” damery said.

more: erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

“our clients don’t understand numbers, yet we give them plans with the numbers, and … it doesn’t help,” he said. instead, damery said cpas need to help them understand what they need to do “to make a difference and move their business forward. and that’s not about giving them the answers. that’s about asking the right questions.”

read more →

six ways to create a millennial-friendly firm

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your firm’s future depends on successfully engaging younger clients and younger staff. here’s how.

by frank stitely
the relentless cpa

do you know why millennials can’t buy houses? avocado toast is expensive. how many millennials does it take to change a light bulb? none. they accept it for what it is. buy me a craft beer and i’ll tell you a half-dozen more.

more: do you know your turnaround time?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

now, here’s why you need millennials as clients and how they increase the efficiency of your firm.

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why the ‘diversity’ problem won’t be ‘fixed’

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three partners, one male and two female, walking and smiling outside a buildingbut there are six steps you can take.

by 卡塔尔世界杯常规比赛时间 research

diversity. equity. inclusion.

three big words during troubling times.

more: sponsorship might keep talent from exiting | new study: embracing diversity in accounting
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

accountants aren’t bigots. we can say that with confidence. they are well educated and well known as ethical and professional.
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