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…

Read More

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…

Read More

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…

Read More

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…

Read More

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 –…

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More