Utilize the Basics of Leadership
As a CPA firm owner, I hope you continually read things that will inspire you and educate you. A great source is the online Harvard Business Review. For daily …
Touch Base With Clients Now
Summer flew by. Fall was so busy with extended returns. Now it is November. Fall is prime time for your competitors to approach your valuable clients about …
Using A Management Consultant
Old School: The traditional way a CPA firm finds and uses a management consultant is to ask around and find out the names of consultants that other firms are …
You Need a New Recruiting and Hiring Leader
Who does the hiring at your firm? In CPA firms, at least in those under fifty people, the recruiting and hiring activities are usually assigned to one …
Accepting Delegation
In the CPA profession, we talk a lot about delegation. Usually, my conversation with partners is about how to get better at delegating. So many CPAs are very …
Get Advice from Your Team Members
If you are struggling with staff retention and other human resources issues, maybe it is time to be more proactive and listen to your own people. Many …
What You Should Do If You Are A Partner
Many young accountants working in public accounting have a strong desire to work their way up the ladder and become a partner someday. There are a few problems …
Positive Comments Help Move the Firm Forward
Inside every accounting firm there is a naysayer. It’s the person who denies, refuses, opposes, or is skeptical or cynical about almost everything. It is the …
D-Level Clients
It’s that time of year again. You and your team members are beginning to dread the time when you have to deal with certain clients. In the CPA profession, we …
The Competitive World of College Recruiting
Your winter interns will be arriving soon. I hope that you have attracted some bright, eager beginners. Many of the most successful firms now hire from their …