FOCUS
Accounting firms can be crazy places, especially during the months of January through April 15. As a partner, you find yourself in a constant state of …
There Is More To Planning Than Planning
In the accounting profession, partners in public firms spend a lot of time deciding when and where to have their annual planning retreat. Then they begin to …
Sometimes What Is Obvious Is Ignored
Tom Peters has been focusing on business management practices for decades. I enjoy reading his books and his articles and even reviewing his presentations …
Dealing With Negative Partners
The following, from Jon Gordon, says so much about life within a partner group in a CPA firm: “Don’t get mad at the naysayers. Don’t hate the energy …
Change Means Discomfort – Get Used To It
So many discussions have happened over the years on the topic of change for CPA firms. Most of these discussions have been focused on how to get partners, …
Transferring Client Relationships
This is an important area when a partner retires, and it is the one that pays the bills. The annuity revenue stream that we enjoy from our clients is critical …
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 …