Communication

Eight Reasons Firms Should Consider Moving to the Cloud

The 2018 CPA Firm Management Association (CPAFMA.org) IT Benchmark Survey found that more than half of responding member firms had moved the majority of their applications and IT Infrastructure to cloud/hosted application providers instead of building and maintaining networks themselves.  Read below why this trend is accelerating and why your firm should be considering the…

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THE KEY TO CLIENT ENGAGEMENTS IS REFRAMING “SALES” AS “COMMUNICATING VALUE.”

In our last post, we talked about how the accounting industry has been disrupted. High-volume, low-profit services such as tax returns are being pushed out by large commercial organizations, leaving small and medium-size accounting firm owners to work increasingly harder for decreasing profits. The solution is to allow your business model to adapt by following these…

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Yes, You Too Can Network Successfully

Some people love meeting new people, rushing gleefully to each networking event with bells on. For most of us, it can be a painful proposition. Here are some ways to make it more fun and productive at the same time. The point of networking, after all, is simply to meet more people and have them…

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Consistency in Creating a Growth Culture

Accounting firm leadership continues to struggle with effective succession planning execution. There are many reasons for this, but the top two may be: (1) the number of retiring partners is far greater than the number of managers who are ready to assume a partnership role, and (2) many firms have not incorporated a growth culture…

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How to Respond if Your Firm is Hacked

“Oh no, we’ve been hacked.” Words no one wants to hear, but a potential reality for accounting firms and their clients.  Because of the significant amount of personally identifiable information stored within CPA firms, every single one, regardless of size, is a potential target.  Take into account the broad range of security capabilities amongst firm…

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The Hard Truth about Soft Skills

“We’re in a relationship business.” I’ve heard this more times than I can count during the 20+ years I’ve worked with CPAs firms. It’s the one constant in the CPA profession. But, I wonder…have we devalued relationship building? We have access to limitless technology tools as a means of communicating and finding the information and…

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A Simple Way to Dissolve the Gap

There is a fundamentally false assumption that’s responsible for the gap between current and emerging firm leaders. This gap limits what we can accomplish, makes things harder than necessary, and undermines the very quality of our lives. What is this false assumption? That the reality we experience is “the reality” when in fact it, is…

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Collaboration Technology to Improve Your Firm

Communications is critical component within every business and can either enhance or detract from overall productivity within a firm.  Core communication skills are developed as people grow and most are comfortable with the communication tools they were introduced to and utilize during their career, especially those they use most often on a day to day…

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Improve Communication in Your Firm

As we survey firm team members and ask them what leaders could do to improve culture and engagement in their firm, the overwhelming #1 response we hear is “we need better communication”. The response I get from leaders is “we have been working on that every year, will it ever be good enough?”  My answer…

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