strategy

how the best managing partners turn ideas into reality

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man and woman in meeting across deskapproaches can differ dramatically from one partner to another.

by bill reeb and dominic cingoranelli

how can the managing partner operationalize the strategy within the policies, process and budget set forth by the partner group?

more on performance management: accountability includes partners | accountability requires clear expectations | base retirement on today’s operations | how involved should retired owners be? | how to find a partner’s replacement | best practices for mandatory retirement | 7 succession questions to ignore for now

to keep this simple, because it can get very complex extremely fast, let’s say that the firm has three strategies the partner group has mandated:
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richard berkowitz drives berkowitz pollack brant to ‘warp speed’

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berkowitz
berkowitz

workload compression is offset by expanding practice areas, client mix.

berkowitz pollack brant logo

by 卡塔尔世界杯常规比赛时间 staff

“changes in business, changes in laws and changes in regulatory environments are happening at warp speed,” warns richard berkowitz, managing partner of the berkowitz pollack brant advisors and accountants firm in miami.

more from the corner office: 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 |  exclusively for pro members. log in here or 2022世界杯足球排名 today.

he ranks handling of the fast-paced flow of updated information regarding laws, regulations and related matters among the most prominent issues and opportunities facing his firm and other cpa practices around the country. his firm’s $56 million in revenue during 2015 rank it as the nation’s 68th largest accounting firm in the nation and florida’s third largest.
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rick dreher innovates wipfli for clients, younger workers

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dreher
dreher

‘clients have budgets, and it’s part of our responsibility to deliver a high-quality, value-add solution within those budgets.’

by 卡塔尔世界杯常规比赛时间 staff

the cpa profession faces a crossroads at which firms will have to make some fundamental changes in their dealings with clients and staff, according to rick dreher, managing partner and chairman of wipfli.

wipfli logomore from the corner office: 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 | exclusively for pro members. log in here or 2022世界杯足球排名 today.

wipfli is a milwaukee-based accounting and consulting that generated $203.2 million in revenues for the 12 months ended may 2015. it ranks among the top firms in the nation at $181 million in revenue.
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cultural optimization:  making mergers successful

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the rational optimist
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how to begin successful post-merger integration strategies before the contracts are written.

by r. peter fontaine
newgate law

rereading the rational optimist by british author matt ridley revived my belief in “cultural optimization” when it comes to accounting firm acquisitions. ridley’s perspective is quite simple – over the millennia, human cultures have only progressed when the interaction between societies was collaborative.  people are better-off today because of the ancestral exchange and integration of ideas, language, beliefs, skills, customs, habits, technology and social structure; rather than as a result of isolation or cultural dominance and extinction.

more peter fontaine:  what to ponder before issuing a letter of intent  |  why due diligence is done   |  the four ways ‘non-competes’ #fail in the social media age  |

while ridley’s notion of optimizing cultural differences makes perfect sense, it does not seem to be regularly applied in the context of accounting firm m&a activity. read more →

10 questions to prepare for radical change

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chalkboard illustration of "change is now"be the change you want to see.

by jody padar
the radical cpa

“say it with me now: i am a change agent.”

more on radicalism: who’s your competition? everyone | who, me a consultant? | target prospects for best fit | keep scope creep and seep from hurting bottom line | each social channel has a language | six competitive advantages for the radical cpa

before you consider adopting the cloud or any of the “new firm” mindset, you have to ask yourself if you are willing to be the change.
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