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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Refresh and Repeat

It’s a new day. I love the optimism associated with that. Just like the document where I have begun typing, it is blank, clean, bright and full of optimism and potential. Only we rarely approach each day with this type of optimism. We reserve it for New Year’s Day, new jobs, new beginnings. We almost…

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2016 CPAFMA Technology Survey Findings: Infrastructure/Communications/Governance

The CPA Firm Management Association conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was conducted…

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Your Best Source for Content Ideas: Your Clients

Content marketing is a powerful tool and one that more and more firms are relying on to effectively communicate their work and differentiators. As it grows in popularity, we hear the same concern from a growing number of clients: How do we figure out what to say? Deciding on content to address is a crucial…

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2016 CPAFMA Technology Survey Findings-Workstations

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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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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Define and Protect Your “Business Model Deal-Breakers”

We are spending a lot of time these days driving change to the current public accounting business model, including pushing for not-to-exceed pricing, unlimited paid time off and uber-flexibility, and turning over the reins to younger leaders earlier.   And that’s just a tiny sampling of the changes we believe firms can – and should —…

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Cyberbullying. Social Bullying. Peer Pressure Bullying.

Cyberbullying. Social Bullying.  Peer Pressure Bullying.  The topic of youth bullying has gained a lot of attention over the past several years.  You have probably read the stories and watched the videos of organizations working to end this epidemic that has been plaguing our school systems.  You have probably talked to your children about bullying-…

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2016 CPAFMA Technology Survey Findings-Administrative Technology

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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