Posts Tagged ‘CPA’

Transforming into the Firm of Tomorrow

There’s a lot being written and talked about on firm transformation and innovation today. You can’t go a few minutes on social media without being inundated with content. There are daily articles from the industry’s top publications. Every conference has multiple speakers on the topic. Suffice it to say, the hype is strong. And while…

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5 Simple (Not Always Easy!) Ways to Be a Better Boss

Have you ever wondered how you can be a better boss? If you have, I acknowledge you for asking this question. It means you want to learn. It means you want to be better. It means you care about your role, your team and your organization. Many people never even ask this question! There is a…

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Types of Flexible Work Arrangements

Once you’ve decided to offer flexible work options for your staff, what’s next? Flexible work arrangements are not a one-size-fits-all solution. In fact, there are nine types of flexible work arrangements. Flextime Flextime involves giving staff flexibility on the start and finish times of their working day, typically with a mandatory “core” time in the…

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Small Steps to Big Change

Each year, firms hope to be more productive and profitable than the last. However, many want productivity and increased profits while everything else stays the same. In the midst of the full workloads, it can be difficult to embrace change, but making small, effective changes will position your firm for success throughout the year. Kaizen…

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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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Elevate Your Client Service through Project Management

As I travel the country working with the best of the best CPA firms to help them improve their processes, people development and ultimately profitability, I’m often reminded that one of the toughest positions inside CPA firms today is the mid-level. Every firm is a little different in what they call their mid-level, whether it…

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3 Key Lean Improvements

As we head into another busy season, many firm leaders are finalizing an implementing the changes they have made since last year with an eye toward improving efficiency, capacity, consistency and ultimately, client value – essentially implementing Lean Six Sigma. If you’re already working in a Lean firm, then you’re currently working in a culture…

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The #1 Thing Holding You Back

What is the number one thing that holds you back from being the best leader you can be? I believe the answer is quite simple. It’s you…yes, you are the one holding yourself back. More than the “people who make your life difficult.” Even more than the “cards you’ve been dealt.” It’s the beliefs you…

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Stop Solving Everyone’s Problems

As a CPA, I spent many years being a problem solver. As an auditor, my trained tendency was to audit things…to correct and fix them. This habit helped me excel in the technical aspects of my job. But to my husband…well, I’m not sure he found me irresistible when I was correcting his statements or…

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A Growth Culture Requires a Solid Foundation of Client Retention

Many firms today are in the midst of “growth initiatives.” This, in its most basic of definitions, refers to trying to grow a firm from its current size to a larger size through increased focus and training on business development activities. Some firms achieve this through developing niche specialties; others find ways to develop more…

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