talent & career development

peter margaritis: the power skills every accountant needs

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your eq is just as important as your iq. and seven more take-aways.

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

peter margaritis, who also calls himself the accidental accountant, grew up in the gregarious environment of restaurants, “where everybody communicated, not well, sometimes, but they communicated.” so it was a shock when he went to work at price waterhouse, and he “felt that all the air got sucked out of the office, and nobody was communicating at all, and they looked at me like i was crazy.”

more: 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.

his crusade for the last decade or so has been to help accountants improve what we often call soft skills, but which he calls power skills: the ability to communicate clearly and effectively with others. “there’s nothing that will slow you down more in your career than a poorly written memo or email or a presentation that you were poorly prepared for,” margaritis said.
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megan genest tarnow: hire for curiosity rather than compliance

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flip the org chart and put staff at the top.

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

megan genest tarnow is well-known in accounting circles as the go-to expert in using quickbooks for the fund accounting required by nonprofit entities.  

more: 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.

many of the best accountants she knows have come from non-traditional backgrounds like dance or philosophy. megan herself worked in theater for several years before she was thrust into a finance role. like her, these non-traditional accountants apply their native curiosity to understand how the pieces fit together. by leaning into the work and asking questions, they uncover an unknown aptitude for accounting, suggesting that perhaps we should hire for curiosity rather than compliance knowledge.  

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plan to go ‘live’ post tax season

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take another step toward ‘normal.’ people standing, holding food and talking

by seth fineberg
at large

as you prepare to put tax season 2023 in your rearview, one thing to strongly consider is getting out to a live event as they are back, they need you, and there are even some new ones to take in.
i’m fully aware that cpe alone is not the only draw or reason to leave the comfort of your office or home area. and as i’ve expounded on before, accountants need each other in a live setting. the learning and interaction from a live event full of your colleagues is almost invaluable, but i get the reservations.

more seth fineberg: what does taking control of your firm mean? | accountants need each other more than ever | marchternity: just say ‘no’ |

some thoughts on in-person events | so you think you know accountants? | what bogs down accountants

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

traveling to a live event, especially when we know full well that any necessary cpe can be garnered from your computer screen any time of year, may not seem worth the expense. but as the profession continues to evolve, it is hard to compare the return on investment from physically being among the experts, as well as those in your profession who have similar struggles, hopes and dreams as you do.

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four philosophies for managing a cpa firm

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closeup of businesswoman writing on a flipchartbonuses: org charts for small, medium and large firms, plus 25 best practices.

by marc rosenberg
how to bring in new partners

when we discuss how cpa firms are managed, there are two kinds of firms.

more: how partner and staff actions impact profits | the business side of cpa firms | it shouldn’t take so long to make partner | three types of skills you need to become a partner | seventeen basic expectations of partners | nine ways to woo a prospective partner
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the first kind of firm argues that there is not much that needs to be managed at a cpa firm. these cynics might say, “come on. running a cpa firm isn’t rocket science. you hang out your shingle. you get clients. you hire staff. you do the work. bill and collect. what needs to be managed?”
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experts: what it takes to become partner

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//m.g005e.com/2021/04/29/industry-experts-speak-on-partner-competence/
dobek, tierney, baker

first, consider why you want it.

by martin bissett
passport to partnership

the skill in producing financial reports is limited by the quality of the information presented to the cpa by the client. the motivation of the client to influence that financial information comes in many forms, some intentional and some unintentional. competence comes first in being able to resist pressure and present a true and accurate position of the client’s organization.

more: business won’t come to you | win your first client: yourself | perception is reality, client version | 10 questions for reconsidering your prices | would you make yourself a partner? | prepare the next generation now
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sounds obvious, doesn’t it? but there’s a twist.

competence doesn’t actually rank highly among the requirements for partners in our study at all.
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