Want to Keep Your Next Gen? FLEX!

Our 2016 Anytime, AnywhereTM Work Survey Will Show You How   We’re excited to present the results from the ConvergenceCoaching 2016 Anytime, AnywhereTM Work Survey, celebrating our third year studying public accounting firm flexible work initiatives. In this first blog in our series, we’ll share the highlights of this year’s survey with responses from 160…

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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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Employee Engagement Matters

“Paychecks can’t buy passion.” – Brad Federman It is getting to be a rather tiring topic. To be successful, you must have employees who are engaged. You can Google the topic and find all kinds of advice. The fact is, there is an overwhelming number of people who are not engaged in their work. To…

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Anytime, Anywhere Work™ Survey Says Measure Differently to Flex Time

In the recent IPA/ConvergenceCoaching Road to Retention survey, an astounding 60% of the over 723 young accounting professionals we surveyed said the element of work they least enjoy is the hours.  As firms continue to move towards a flexible work environment, one of the biggest challenges is around this “time” paradigm. For instance, while 97%…

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The Value of Continuous Performance Improvement

In firms today, there are few leaders that do not see the value in performance management (PM) and there is intense focus on creating a process that will effectively engage and motivate the team.  The desire to improve the value of time and effective outcomes are ever-increasing to find the best business strategy.  And while…

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Preparing Your Firm for an Upstream Merger or Sale

With all of the merger activity in the accounting profession today, there is a good chance your firm has been approached to consider an upstream merger or sale. Perhaps you are seeking that as a way to address strategic needs your firm has such as the pressure to provide succession for soon-to-retire partners. Keep in…

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Recruiting Strategies for a Tight Labor Market

Most accounting firm partners have unrealistic expectations about hiring qualified CPAs. It’s not as simple as posting a job and getting applicants. The process takes much longer and costs more than most realize. If you want to recruit successfully, it’s important to put in the work and set realistic expectations. Although there are more college…

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It Pays to Give

“For it is in giving that we receive.” Francis of Assisi “Why should I give free advice?” I often am asked this question when advising clients to blog, answer questions in public forums and generally offer professional insight to their audiences. It’s a reasonable question, since like most in the accounting profession, they want help…

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Finding Brilliance In Yourself – and others!

Have you ever come across one of those topics that you hear over and over from your friends, peers or in trade publications that just keeps bubbling to the top of conversations?  I hear them all the time, but one in particular has been buzzing around in my circle of influence recently.  The ability –…

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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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