卡塔尔世界杯常规比赛时间

today's features

training? cpe? they’re not the same

the three types of training needed and 21 best practices for providing it.

by marc rosenberg
cpa firm staff: managing your #1 asset

“training is everything. the peach was once a bitter almond; cauliflower is nothing but cabbage with an education.” – mark twain

more: six tips for setting compensation | staff crave advancement and challenge | what leadership looks and feels at cpa firms | eleven things that good mentors do | give the recognition your staff needs | the importance of great bosses | how remote work is impacting accounting firms | make work flexibility work for everyone | why staff leave cpa firms … and how to stop them | how to solve the big disconnect in talent management | what relevance means for staffing in accounting | how accounting staffing has changed
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we cringe when cpas use “training” and “cpe” synonymously.

cpe coursework is often reactive, taken to maintain a cpa license. it may or may not educate. it may or may not be the type of education an individual needs. many cpas look upon cpe as a nuisance that is necessary to comply with professional regulations. the smaller the firm and the older the cpa, the more likely this is the case.
training is primarily proactive, undertaken voluntarily to expand a person’s knowledge, performance and capabilities. the training aligns with what the person needs to do the job and provide value to the firm and its clients.

ideally, the training identified as needed also qualifies as cpe.
read more →

marketing & sales

bissett bullet: why is the second meeting so important?

today’s bissett bullet: “never leave the first meeting without having the second one already scheduled.”

by martin bissett

i have talked extensively about securing the date of your second meeting with a potential client while still in the first meeting with them. failure to do so generally results in day-to-day life taking over and you slip down their list of priorities. a second meeting also guarantees you the opportunity to talk them through your proposal so always fend off requests to send it by email. there is also a third benefit.

knowing when you will be delivering your proposal, coupled with your judgment as to their level of interest in working with you, means that you are able to forecast when you may win their business and when you can expect your fees as a result. the ability to forecast allows you to plan for capacity and allows you to price in order to protect profitability.

today’s to-do:

set yourself a challenge. aim to leave your next three first meetings with a date in the diary for the second.

see more bissett bullets here

podcast

steve yoss: advanced excel formulas and functions for financial professionals | quick tech talks

streamline your workflow and save valuable time with excel’s power query.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

quick tech talk
with steve yoss
cpe today

whether you’re an accountant, business analyst, or anyone who deals with data, power query can revolutionize the way you work by automating and simplifying your data processes.

more steve yoss
more tech
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power query can extract, transform, and load data from virtually any structured digital source. from accounting systems to apis, web data, and even pdfs, power query seamlessly connects excel to these sources, allowing you to pull information directly into your spreadsheets. imagine gathering data from various sources and having it all readily available in excel—without manual input.

outlook & analysis

growth and complacency must concern accounting firms this year

be proactive and intentional.

by tamera loerzel
the rosenberg national survey of cpa firm statistics

while i could list many trends, predictions and thoughts, i think there are two important considerations to pay attention to over the next 12 months:

complacency continues to run rampant in some firms. growth has been good for most firms, which means profits have been good and partner compensation is at an all-time high for many, which gives a false sense of security.

editor’s note: every year, the 2024 rosenberg national survey of cpa firm statistics asks the profession’s top consultants two sets of questions:

- how do you think the next 12 months will unfold? trends? predictions? other thoughts?
- how would you assess the last 12 months? trends? observations? struggles?

more: solving staffing requires intention | how accounting firms are handling the staff shortage | the future of fees | as private equity closes in, firms seek new answers to staffing problems | when staffing falls short, clients get culled | how accounting firms are dealing with retirement | next five years are critical for accounting firms | staffing turnover’s down, but why? | what’s your firm worth? private equity wants to know | the new pipeline: outsourcing and offshoring | is this the last year of accounting’s golden age?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

in addition, the noise from the m&a activity and private equity funding along with continued capacity and pipeline issues, velocity of emerging technologies, and other business model transformation needed, many leaders freeze with inaction. those who delay or stop investing in developing leaders; hr and other operational roles; ai, rpa or other technologies; and more will be left behind.

accounting arc

greg kyte: being a cpa is like being the marie kondo of numbers | accounting arc

find your unique voice in the profession, and don’t be afraid to innovate.

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

accounting arc
with donny shimamoto.
center for accounting transformation

greg kyte defies every stereotype of the typical accountant. kyte, a licensed cpa and in-house accountant for a company managing medical office buildings, is also a stand-up comedian.

in a recent interview on accounting arc, hosted by donny shimamoto, cpa, citp, cgma, kyte discussed his unconventional journey and how he uses humor to engage audiences in the accounting field.

more accounting arc: rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

before entering accounting, kyte spent over a decade teaching middle school math. reflecting on the shift, kyte recalls, “after 10 years, i realized i wasn’t enjoying teaching anymore, and i knew it was time for a change.” driven by his longstanding interest in numbers and the promise of stability, kyte made the leap to accounting. “i had always loved math and organization, so accounting was a natural fit,” he adds.

kyte’s current role as an in-house cpa for a commercial real estate company involves a blend of accounting and property management, including overseeing financial operations, contract reviews, and even some maintenance oversight.

“i get to make up my title to fit whatever circumstance i’m in,” he says with a laugh. “if i want to flex on somebody, i’m the cfo. if i’d like to dodge responsibility, i’m an accounts payable clerk.”