Posts by Dustin Hostetler

A Growth Culture Requires a Solid Foundation of Client Retention

Many firms today are in the midst of “growth initiatives.” This, in its most basic of definitions, refers to trying to grow a firm from its current size to a larger size through increased focus and training on business development activities. Some firms achieve this through developing niche specialties; others find ways to develop more…

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5 Qualities that Differentiate Your Firm

By now, all of you reading this have heard of Lean Six Sigma (LSS). It isn’t a new concept. It was new to our profession back in 2007 when I first started going to conferences and presenting on the topic. Since then, we’ve worked with over 150 CPA firms to launch Lean process improvement initiatives,…

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5 Reasons to Leverage & Delegate Client Contact

The word “succession” is used daily in our industry.  Whether discussing it strategically at an executive level and what it means for partners, reading it in an industry publication, or talking to rising leaders – the issues and conversations around succession are front and center in many firms.  And we need to have serious dialogue…

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Improving the Client Experience

Caught in the busyness.  March and April are busy times in CPA firms.  We have multiple tax deadlines, calendar year-end audited financial statements are often due to clients and third parties, client meetings spike, phone calls and emails increase, and on and on.  It’s easy to get lost in this busyness and feel entitled to…

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5 Reasons to Leverage & Delegate Client Contact

The word “succession” is used daily in our industry.  Whether discussing it strategically at an executive level and what it means for partners, reading it in an industry publication, or talking to rising leaders – the issues and conversations around succession are front and center in many firms.  And we need to have serious dialogue…

Read More

Improving the Client Experience

Caught in the busyness.  March and April are busy times in CPA firms.  We have multiple tax deadlines, calendar year-end audited financial statements are often due to clients and third parties, client meetings spike, phone calls and emails increase, and on and on.  It’s easy to get lost in this busyness and feel entitled to…

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Is Meeting the Deadline, Meeting Your Client’s Expectations?

“Our installers will be there between 12 noon and 5 pm” We’ve all been there.  Whether it’s hooking up a new cable or satellite provider package, getting appliances delivered and installed, or new furniture delivered, often these services come with a huge window of delivery time.  And while this window may be convenient for the…

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The Culture of Continuous Improvement

Lean Six Sigma and Change Management are popular concepts in accounting firms today.  Most firms start their “Lean Journey” with an eye toward improved efficiency and controlling engagement costs.  But after a successful first project, many leaders in our profession rave about all of the ancillary benefits they are beginning to see within their organizations. …

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Why are you Changing?

I recently had the honor of presenting on the topic of change management, with my friend and fellow industry consultant Guy Gage of Partners Coach, at the Accounting Today Growth and Profitability Summit.  For those who know me well and have been following my writing over the last seven years, I often like to combine…

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