training

rick dreher innovates wipfli for clients, younger workers

by

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.
read more →

15 sure-fire ways to develop staff into partners

by

one person helping another to the top of a mountain at sunsetbonus checklist: 23 best practices for training.

by marc rosenberg
cpa firm retreats

how do firms develop staff into partners?

more on retreats: 25 ways to turn good firms into great firms | partner buyout 101 | 27 tough questions every firm needs to address | make more money | system vs. system: partner compensation best practices | 10 benchmarking missteps | how to address partner compensation at a retreat | partner accountability: how and for what?

here are 15 surefire ways:
read more →

25 ways to turn good firms into great firms

by

leader addresses co-workersprofitability and benchmarking are part of it, but not all of it.

by marc rosenberg
cpa firm retreats

the 25 best practices below have been extracted from rosenberg’s work with great firms over a 20-year period. few firms do them all, but the elite firms do most of them.

more on retreats: partner buyout 101 | 27 tough questions every firm needs to address | 10 benchmarking missteps | 18 essential management questions to cover at a retreat | thinking of merging? discuss it at a retreat | retreat logistics: how long, what kind? | why do cpa firms conduct retreats?

what grade would you give your firm on each of these?
read more →

everyone needs strategic planning

by

ed mendlowitz cpa the practice doctor q and a7 main areas, with specific tips for each.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you recommend strategic planning for a small accounting practice?

more practice doctor q&a for pro members (go pro here): help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | i made partner, now what? | how to sell your practice | when a client balks at necessary work | 14 ways to use timesheet data | how to make staff a team again | it’s not sales. it’s your duty | how to notify clients of a partner’s retirement | closed for tax season? looks that way | is joint representation a conflict? | lowballing and why it (usually) doesn’t work | what goes in a client’s permanent file?

answer: i recommend it for everyone. it is important for larger firms to make sure the partners are on the same page.
read more →