talent & career development

five steps to transition to partnership

by

man pointing at laptop screen as woman looks on

get your senior managers ready.

by marc rosenberg
the rosenberg practice management library

how are the duties and responsibilities of a new partner different from those of a manager? this is one of the grayest areas in bringing in new partners.

more: disturb the present to improve the future
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

ideally, there should be a gradual transition for new partners from their last two to three years as a manager to the first few years as a partner.
read more →

“done” only has one meaning

by

“done but” increases wip and turnaround time. profits go … well, you know.

by frank stitely
the relentless cpa

in my last book, i recommended hiring younger staff. in that book, i cautioned that you might have to teach very simple tasks like breathing and using the bathroom to your newbies.

more: keep clients from “balance due” shock | stop clients from performing “favors” | who needs fall tax planning? clients … and you | it’s okay to say no to clients (even the large ones) | control your time: avoid ambush meetings and calls | make fewer mistakes, increase revenue and capacity
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one reader posted that she didn’t believe it was the responsibility of an admin department to teach bathroom use. she was new to this hot new writing technique called sarcasm, but she did a great job making my point that you have to teach your staff a lot of basic things.

one of those teaching tasks is the meaning of “done.”

read more →

jina etienne: practice fearless inclusion

by

accounting is what we do. it is not who we are.

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).

 

see the disruptors

the disruptors
with liz farr

jina etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as cpas. she practices “fearless inclusion,” which is the freedom to be yourself and to create the space for others to do the same.

more podcasts and videos: heather satterley: you’ve got to meet people where they are | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | 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.

“inclusion happens because of how i show up and the space i make for others,” etienne said. she added that the fearless part means we need to be brave and bold while also interacting with others thoughtfully. when we show our personalities and our humanity, “that fixes a lot of things, actually,” she explained.

read more →

tell the world your worth

by

confident businessman turning away from desk and smiling

bonus: exercises to define and refine your message.

by martin bissett
passport to partnership

an advisor is trusted when they can show that they

  • took responsibility for their end of the bargain in the client engagement,
  • educated the client of their responsibilities,
  • offered prompting and assistance throughout but then allowed the client to ultimately govern themselves in terms of following through on their commitments.

more: don’t overlook internal communication | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet | don’t think of it as selling | experts: what it takes to become partner | where is your next money coming from?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this then empowers the advisor to make a commercial decision when the client now faces the consequences, as to whether they want to communicate even more assistance to make things all better for the clients and gain huge appreciation and emotional capital.
read more →

don’t overlook internal communication

by

bonus checklist: five questions to evaluate yourself.

by martin bissett
passport to partnership

the passport to partnership study collated a number of responses in a conversational style. several examples really stood out as the first steps in effective communication:

would we put this person in front of a client?

more: how to develop your communication abilities | four surprising keys to communication | three questions about your competence | 10 can’t-skip steps for business development | attract clients, don’t chase them | eight questions to hold yourself accountable | 10 questions for reconsidering your prices
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

meaning: the clients are our source of income; we don’t jeopardize that for anything. if we think that this person will do anything less than consolidate the perception of the firm and its people in the eyes of the client, we’ll keep them back in the office.
read more →