Improving the Client Experience

By Dustin Hostetler | July 5, 2016

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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Building Your Culture – Teach What You Learn

By Rita Keller | June 21, 2016

Building a great CPA firm culture doesn’t happen automatically. Leaders must work at it and give culture-building a lot of attention. Managers must do their part and everyone down the line must be fostering the firm culture. Improving culture is not “flip the switch” type of activity. You build it bit-by-bit, over time and embracing…

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The Keys to Establishing a Proper Company Culture

By Sarah Johnson Dobek | May 3, 2016

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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