as part of my role in calling on cpa firms, i meet with as many as a hundred in a month. but three of them absolutely blew me away. let me tell you why.
they all share one common factor in their thinking, which is creating awesome value for their clients.all of them provide the same standard services to their clients that an accounting and tax firm would. what happens beyond those standard services is what separates them from the rest of the world. and they use a simple trick to create awesome value. read more →
1. focus on the solution, not the problem. because society rewards analytic thinking, we believe that identifying the cause of our troubles is the answer: why is this happening? that’s a starting point, but don’t spend too much time there. what are you going to do about where you are?
this was about eight years ago now, and i knew there had to be a better way. i left a mid-sized firm, with seven partners and about 50 other employees and i joined my dad’s firm — literally and figuratively. figuratively, because many of his technology and processes were “old school.” read more →
when we think of innovation we typically think of a new product or service – something that didn’t exist yesterday that will make tomorrow better. innovative offerings are essential to the portfolio of any growth-minded cpa firm.
however, long-term sustainable growth requires a far more comprehensive innovation in your growth model, the strategic blueprint that helps you get from point a to point b.
stronger intentions to remain with their employers
less negative and stressful spillover from job to home
less negative spillover from home to job
better mental health
aren’t these the things most accounting firms would want their employees to experience?
in a 2014 national study of employers conducted under the “when work works” project, families and work institute and the society for human resource management noted that employees in more effective and flexible workplaces are more likely than other employees to have such desirable traits mentioned above.
do you and/or your employees work 12-14 hours a day or 50-60 hours a week, don’t exercise, always feel tired, sleep poorly, eat junk food more often (mostly at your desk) and find it difficult to meaningfully engage with your near and dear ones? read more →
with a lifelong commitment to continuous learning, cpas are some of the most willing learners you’ll ever come across.
today’s new generation of cpa embraces adaptability and flexibility, an openness to learning from anywhere, decisiveness tempered by the knowledge that business life today can shift radically.
five ways the new generation of cpas is changing the profession. by gale crosley the radical cpa: new rules for the future-ready firm when cpa jody padar joined her father in his practice after eight years in a traditional mid-market … continued
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.
accountants report new highs in confidence levels for themselves and their firms, while casting a darker outlook on their client base and the nation as a whole.
卡塔尔世界杯常规比赛时间 strategy shift report: accounting firms around the world reap benefits of easing oil prices, government stimulus and innovation.
by rick telberg 卡塔尔世界杯常规比赛时间
tax and accounting practitioners are heading into a new year and a new busy season markedly more confident and optimistic than they’ve been in years, according to the 10th annual 卡塔尔世界杯常规比赛时间 strategy shift report.
kathy bennett
professionals from milwaukee to tucson and karachi to kampala are telling 卡塔尔世界杯常规比赛时间 of brightening business forecasts for their firms in 2015.
fully 71 percent of professionals say they are more than somewhat confident in the business and economic outlook for their firms, with a record 30 percent telling 卡塔尔世界杯常规比赛时间 they are “highly confident” for the prospects of their business.
to be sure, they are less certain about the prospects for their client base or the nation as a whole than they are for themselves, their families and their firms. read more →
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 →
imagine that one of your clients calls you up and expresses his gratitude for the help you gave him.
you wonder: “i just gave him the balance sheet and told him that his business model needs some adjustments. i did what i have always done, so why is he thanking me so big? but, yeah, i do feel happy my client thanked me.”
there is a huge new opportunity for accountants to reconnect with the real purpose of the profession, i.e.: becoming not just a trusted advisor for businesses and people but literally the “business strategist” for their clients. who else understands the “language of business” as well as accountants? read more →
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.
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.