Posts Tagged ‘communication’

Creating Powerful Game Changing Habits

Many accounting professionals realize that in order to be successful in their careers and to help build their firms, certain initiatives must be achieved. A good mix of leading the firm, nurturing and serving clients and building business is the key to the long-term success of the organization. The truth is, successful people have adopted…

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Accounting Job SEO Checklist

This post is an excerpt from the Accountingfly eBook, “How to Write the Ultimate Accounting Job Posting.” This eBook will teach you how to write more engaging and actionable job postings. Click here to download. Before submitting your accounting job posting, consult this SEO checklist to make sure you’re maximizing traffic and visibility. You’ve used…

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Assigning Ownership Accelerates Your People Development

With so much transition and retirement happening in public accounting, people development is a hot topic. Firms are wondering what they can do to accelerate their team member’s learning and get them ready faster, and are creating innovative new training programs to do so. But there’s a missing component in our dotted line environment, where…

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Staying Positive

At this time of the year, the various busy season deadlines, spring upon us, and new activities thrown into our schedule require increased time and effort, driving our stress level up. Here are six ideas to help maintain positivity – and even reduce the feeling of stress – that you can practice during these peak…

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D-Level Clients

Inside many firms, there is a sense of dread when certain client names are mentioned. Team members and even partners dread the time when they have to deal with certain clients. In the CPA profession, we call them D-level clients. Maybe some of the following descriptions might apply to those clients you dread: Fred, the…

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What Gender Issue?

Many question whether a gender issue exists in our profession. I did not expect to encounter this issue as part of the INSIDE Public Accounting/ConvergenceCoaching research study, “The Road to Retention: Motivators and Drivers for Young Public Accounting Professionals.” What I anticipated was generationally-focused feedback highlighting the differences between mature and younger professionals.   Digging…

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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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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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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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