Posts by Dustin Hostetler

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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Delivering Better Client Service through Lean Six Sigma

There are two common misconceptions some people have regarding process improvement initiatives. First, one school of thought believes you can’t be more efficient without negatively impacting quality. This couldn’t be further from the truth. I’ve written substantially about this in the past and it’s a core topic we discuss in all of our client organizations…

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Setting up “Bumpers” on Your Process

If you have young kids and/or have ever been bowling, you know all about “bumper bowling”. In an effort to provide an opportunity for even the most inexperienced bowler to have some form of success, bumpers can be placed on the sides of the lanes to keep the ball from going in the gutter. With…

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