strategy archives - page 17 of 47 - 卡塔尔世界杯常规比赛时间

how big ‘books’ hurt firms

september 13, 2016

the invisible hazards of book of business.

by bill reeb and dominic cingoranelli

as we stated in our last column, balancing “book of business” is one of the largest stumbling blocks for cpa firms.

more on performance management: how small ‘books’ hurt firms | the four basic parts of cpa firm partner agreements | younger partners see succession differently | how to compensate your managing partner | the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality | make accountability a process | accountability requires clear expectations | base retirement on today’s operations | how involved should retired owners be? | how to find a partner’s replacement
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it is difficult to resolve because it is symptomatic, for most firms, of some real trouble brewing.
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the words that will change your future

september 8, 2016

by hitendra patil

distilling the thoughts of thought leaders for emerging trends.

by hitendra patil
accountaneur: the entrepreneurial accountant

with accounting today’s new directory of the “top 100 most influential people in accounting,” we can glean a few clues about the future of the accounting profession.

more accountaneur: brexit worries? worry more about cexits, texits and pexits | linkedin launches accountant-for-hire service | 4 pillars of future firm foundation | ‘uberizing’ means more than technology | you don’t think technology helps get new clients? | do you want a practice … or a business? | ‘decisiveness’ rated top trait for success in accounting business | tax season management: multi-tasking is a myth | 3 apps to automate business networking |

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but before going further, take a moment to jot down a few words that come to mind when you think about your own future and the future of your business.

what is ‘acceptable’ performance?

september 8, 2016

by dom esposito

and how does it translate into base pay adjustments?

by domenick j. esposito
8 steps to great

once you’ve decided to measure performance, you need to set the standards.

more on strategic planning: net profits: how much to whom? | cpa firm partner performance: different activities, different metrics | 6 measures of partner performance | how to drive partner performance with a smart compensation plan | develop the partners you already have | is hr ready for your partner pipeline? | 3 tools to boost your metrics | how many partners do you need? | is your pyramid upside down? | start with sound firm governance, economics | how to develop tactics for your strategic plan | taking a balanced scorecard to your partners | as tax season ends, strategic planning seasons begins | the big eight: harsh realities for firms today | seizing the $10 trillion opportunity | learning to ‘run with the big dogs’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

an example of identifying the range of acceptable performance is presented here:
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how small ‘books’ hurt firms

september 6, 2016

by succession institute

leverage, capacity and overservice are just some of the issues.

by bill reeb and dominic cingoranelli

balancing “book of business” is one of the largest stumbling blocks for cpa firms. it is difficult to resolve because it is symptomatic, for most firms, of some real trouble brewing.

more on performance management: the four basic parts of cpa firm partner agreements | developing a three-year vision [video] | mps: how to elect them … and fire them | managing the managing partner | accountability is for everyone | firms say what would change retirement pay | how retirement issues affect succession planning | develop your employees or suffer the consequences | job 1 for the practice owner: client management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

optimal book size

the optimum condition for firms to flourish is for books of business to be balanced throughout the firm. from the largest book to the smallest, the percentage gap between them should be fairly small (about 20-25 percent or less than a couple hundred thousand in fees).
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net profits: how much to whom?

september 1, 2016

by dom esposito

and the 5 steps to take to get started.

by domenick j. esposito
8 steps to great

let’s say your firm has five offices that handle audit/tax compliance services and two advisory and consulting lines of business (tax consulting and management consulting). let’s refer to them as business units and let’s also say that net profits were generated as in the chart at right:

more on strategic planning: cpa firm partner performance: different activities, different metrics | 6 measures of partner performance | is hr ready for your partner pipeline? | is your pyramid upside down? | seizing the $10 trillion opportunity | learning to ‘run with the big dogs’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s keep the example simple. let’s assume that each of the seven business units is self-sustaining, and that certain high-performing business units do not have to “give” profits to others and that lower-performing business units do not have to “take” profit from others.
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when partners leave: what to do today, to be prepared for tomorrow

august 30, 2016

by succession institute

set policies now based on business, not emotion.

by bill reeb and dominic cingoranelli

let’s review departure/termination policies.

more on performance management: the four basic parts of cpa firm partner agreements | developing a three-year vision [video] | mps: how to elect them … and fire them | firms say what would change retirement pay | action plans for transitioning partners | how retirement issues affect succession planning
exclusively for pro members. log in here or 2022世界杯足球排名 today.

these may include:
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will the internet replace cpas?

august 29, 2016

by rob nixon

3 steps to remaining relevant.

by rob nixon

it seems we use the internet for everything we want or need to know!

more on strategy: how offshoring is shaking up accounting | the profession disrupted: compliance commoditized
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addresses, companies, people, products, concerts, store opening times, weather, golf handicap, cycling routes, friends’ whereabouts (or what they are eating – yuk) and the big one…”how to do” everything. the internet seems to be our first port of call for anything we want to know or find information on.
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cpa firm partner performance: different activities, different metrics

august 25, 2016

by dom esposito

with breakouts by clients, people, and firm.

by domenick j. esposito
8 steps to great

there are a variety of ways to measure these differing activities or capabilities for partners and team.

more on strategic planning: 6 measures of partner performance | how to drive partner performance with a smart compensation plan | 3 tools to boost your metrics | start with sound firm governance, economics | as tax season ends, strategic planning seasons begins
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but some are better than others.

the four basic parts of cpa firm partner agreements

august 23, 2016

by succession institute

it’s complicated. but proper policies ease buyouts and transitions.

by bill reeb and dominic cingoranelli

here is a list of common policies regarding partner/shareholder agreements that we cover with our firms, as well as some common issues that are important to address in the policies.

more on performance management: developing a three-year vision [video] | why the partner agreement matters | younger partners see succession differently | how to compensate your managing partner | the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality | how retired partners are robbing their own firms | action plans for transitioning partners | how retirement issues affect succession planning | develop your employees or suffer the consequences
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the sop (standard operating policy) categories are:
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how offshoring is shaking up accounting

august 22, 2016

by rob nixon

some firms use this tactic to focus on the work only they can offer.

by rob nixon

manufacturing companies have been using low-cost labor in developing countries for decades to produce their products. just look at the clothes on your back. i bet very few of them are made in the u.s.a.!

more on strategy: the profession disrupted: compliance commoditized
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the reality is that because of escalating labor costs, most western countries have priced themselves out of markets by attempting to produce the product locally.

up until a few years ago, it was primarily “hardware”-based manufacturing companies using this resource. now we are seeing “services” companies embrace the outsourcing trend with fully resourced teams.
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the view from the cpa firm corner office: when clients get tough, tough accountants get smarter

august 17, 2016

by 卡塔尔世界杯常规比赛时间 research

top firm ceos battle fickle clients with a growing arsenal of specialized talent.

fresh sunrise at mountain

by 卡塔尔世界杯常规比赛时间 staff

while leaders of accounting’s largest and most successful firms face a bevy of concerns that include keeping up with technology and with clients’ changing demands, they tend to agree that attracting and retaining young, talented workers is their most pressing issue, according to a year-long 卡塔尔世界杯常规比赛时间 study of more than a dozen managing partners across the country.

more from the corner office: harry moehringer at marks paneth | shape-shifting at jim cunningham’s warren averett | henry & horne offers flex time, loans to future cpas | lee beall: finding next-gen leaders at rea & assoc. | joe kask leads ‘paradigm shift’ at blumshapiro | ceo charles weinstein: eisneramper targets work-life balance | hbk’s allegretti says firm must stress excitement factor | lou grassi focuses on recruiting, retention at namesake n.y. firm | richard berkowitz drives berkowitz pollack brant to ‘warp speed’ | randy myeroff at cohen & co.: winning the youth movement | rick dreher innovates wipfli for clients, younger workers | how blain heckaman drives value at kaufman rossin | weisermazars mp blake charts u.s. expansion | frank longobardi: cohnreznick’s battle for top talent |the robo-cpa: jim sikich prepares for disruptive technologies |

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“the major issues facing accounting firms run in cycles with spans when it’s all about things like quality of work or staying ahead in regulatory matters. and good firms have to focus on all of them. but what that boils to down to is your engagement with your people who deliver the services,” says randy myeroff, managing partner of cohen & co. of cleveland. “whoever can connect with today’s youth movement and invest in it the right way is going to win.”