training

what communication really means for partners

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bonus chart: seven levels of communication management. by martin bissett passport to partnership ultimately, when we have to interact with clients, subordinates, superiors or peers, the questions are always the same: who do i need to deliver this information to and … continued

how to read your firm’s cultural blueprint

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bonus checklist: five-part analysis to measure partner material. by martin bissett passport to partnership what conclusions can you draw from your knowledge of how the promotion system works in your firm that you need to keep in mind? more on the … continued

gauge firm culture to move toward partner

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bonus partnership pointers checklist: 3 questions to evaluate the culture at your own firm. by martin bissett passport to partnership this second c is a stormy and choppy one, often fraught with political icebergs but navigated diplomatically and with maturity, … continued

four major misconceptions about millennials

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and six management strategies to unleash their potential for your firm.

middleton
middleton

by wesley middleton
middleton raines llp

from the sound of it, millennials are ruining everything. at least that’s how they’ve been made to feel. supposed experts focus on how different the millennials are, how hard they are to understand, to attract and to retain.

after reading the experts, i decided to offer my perspective as a managing partner of a 72-person firm where the average age of our firm is 34.65 and 49 of our people are the age 35 or below.  this experience – along with a 20-year-old daughter and a 17-year-old son – has given me a different perspective.

in fact, the differences between the generations are exaggerated. it’s funny to see how the older generation always looks at the generation behind them and says they are so different and won’t achieve what we have or that they have some “hard to understand” ideas. they said that about me when i was 25.

i love this generation coming up and here is why: read more →

there’s more to growth than marketing

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ed mendlowitz cpa the practice doctor q and ayou need goals, not just a desire to get new business.

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

question: we are a 20-person firm and are thinking of engaging a marketing consultant for training on how to get new business.

more practice doctor q&a: change your thinking about ‘small’ clients | it’s not sales. it’s your duty | quote with care when asked for valuation | how much should you pay to buy, sell or merge an accounting practice? | why the average fee doesn’t matter | 6 ways to take a client beyond tax prep | 6 simple steps to impress a prospect | 10 ways to get new 1040 clients | 23 reasons clients really need you for taxes

have you heard of anyone in particular for cpa leadership training? what does your firm do regarding this? an internal program or do you use outside consultants? read more →

12 ways to determine your competence

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bonus: case study and worksheets: 3 questions to gauge your own competence, 4 questions about your personal brand and a 5-point checklist. by martin bissett passport to partnership the passport to partnership study collated a number of responses in a … continued

what competence really means for partners

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bonus: four outlooks from our exclusive expert council: baker, dobek, tierney, mister. 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. motivation of the … continued

sailing through the seven c’s to partnership

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competence comes first. but it’s only a prerequisite. bonus worksheets: 11 questions to plan your path to partnership by martin bissett passport to partnership staffers aspiring to be partners must learn the key characteristics of successful partners. they also must learn … continued