D-Level Clients

Inside many firms, there is a sense of dread when certain client names are mentioned. Team members and even partners dread the time when they have to deal with certain clients. In the CPA profession, we call them D-level clients. Maybe some of the following descriptions might apply to those clients you dread: Fred, the…

Read More

Be the Firm You Want to Be.

Every organization is perfectly designed to produce the results it’s producing. If you want a different result – you must change something. The originator of this phrase is debatable. Its premise is not.   The business case for change is that firms that continue to do things as they always have always at some point…

Read More

Unhappy employees are bad for your brand

I read an article recently that I found profoundly disturbing. It seems that if you aren’t happy in your job, you are not alone. In fact, you are in the majority!   But why am I, a marketing specialist, talking about HR issues all of a sudden? It all boils down to taking care of…

Read More

Tips for Growing Your CPA Firm’s Affiliated Entities

As more and more CPA firms venture into consulting services, they will be faced with the question of how they should expand their non-traditional services. Some of the more common service areas include technology, wealth management and specialized consulting services for a niche or industry. As firms look to these affiliated service lines and entities…

Read More

You Want to Make Partner? Distinguish Yourself

We often get asked from up-and-coming leaders what we think it will take for them to become partner. We believe that there are certain criteria and results an individual is expected to achieve to be considered for partnership. While some current partners in firms may argue that they’ll “know a partner when they see it”…

Read More

Eight Reasons Firms Should Move to the Cloud

The 2017 CPA Firm Management Association (CPAFMA.org) Paperless Benchmark Survey found that 23% of firms had moved their IT Infrastructure to cloud providers instead of building and maintaining them themselves.  Read below why this trend is accelerating and why your firm should be considering the move: Replacement Cost of Onsite Network: As servers come to…

Read More

Don’t Be Typical

“We are a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.” “Since 1984, our Certified Public Accounting firm, has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from valuable…

Read More

What Gender Issue?

Many question whether a gender issue exists in our profession. I did not expect to encounter this issue as part of the INSIDE Public Accounting/ConvergenceCoaching research study, “The Road to Retention: Motivators and Drivers for Young Public Accounting Professionals.” What I anticipated was generationally-focused feedback highlighting the differences between mature and younger professionals.   Digging…

Read More