We hear a lot of conversation today about company culture and the impact it can have on the many aspects of an accounting firm’s success. We could debate what that means, but I want to focus instead on how you can create a proper company culture. Most people know they want to change or shift…

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“Our installers will be there between 12 noon and 5 pm” We’ve all been there.  Whether it’s hooking up a new cable or satellite provider package, getting appliances delivered and installed, or new furniture delivered, often these services come with a huge window of delivery time.  And while this window may be convenient for the…

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With three distinct generations in the workplace today, the impacts are phenomenal.  Firm leaders are challenged to balance and blend each generation’s unique historical context, motivators and somewhat differing values systems to create a unified team and a sustainable firm.   To ensure that the generations co-exist and collaborate, it is helpful to understand the…

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There has been a recent surge of Ransomware attacks on accountants whose workstations were not adequately protected and backed up, leading to some firms paying a ransom and others recreating the data (and wishing they would have paid the ransom instead).  For those of you not familiar with Ransomware, it is a term for malicious…

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According to a recent article on Fast Company, 70% of today’s workforce is actively looking for another job or is open to hearing about a new job opportunity. Another study tells us that a recent college graduate will hold between 15 to 20 jobs in their career. That means they are going to change jobs every…

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Bring your own device (BYOD) is becoming the standard in accounting firms as we not only allow our personnel to connect to firm data from their home computers, but also access email and other firm applications on personal tablets and smartphones.  When one of these devices gets lost or stolen, or if an employee is…

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Flexibility??  …Been there done that?  Or that won’t work here…our customers and clients are too demanding?  Do these comments sound familiar?  Read on to learn how flexibility may not be what you think. Building flexibility into a work culture impacts so much more than your employee’s intention to stay and contribute their very best to the organization.  While…

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I thought I learned that as a kid, but apparently I didn’t.  In this all too true story about the early years of my accounting practice, I took things from other people without realizing it and ultimately of course I paid the price. As you read this, consider if you’ve unwittingly taken things from others.…

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Today, we see the majority of firms reluctantly accepting credit cards from some clients to pay for their accounting services.  A relatively small number of firms advertise this option and most only bring it up either when a client specifically asks to use their card or when the firm is trying to collect on a…

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You may have heard it before, or you may have actually uttered these words, “why did we wait so long to let an under-performing employee go?” In some firms today it may actually be called the under-performing epidemic or the under-performer drag, but no matter what words you are using to describe the problem, the results are…

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