Posts Tagged ‘Dustin Hostetler’
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…
Read MoreElevate 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…
Read MoreA 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…
Read More5 Qualities that Differentiate Your Firm
By now, all of you reading this have heard of Lean Six Sigma (LSS). It isn’t a new concept. It was new to our profession back in 2007 when I first started going to conferences and presenting on the topic. Since then, we’ve worked with over 150 CPA firms to launch Lean process improvement initiatives,…
Read More5 Process Improvement Strategy Trends of Future-Ready Firms
By now, all of you reading this have heard of Lean Six Sigma (LSS). It isn’t a new concept. It was new to our profession back in 2007 when I first started going to conferences and presenting on the topic. Since then, we’ve worked with over 150 CPA firms to launch Lean process improvement initiatives,…
Read More5 Reasons to Leverage & Delegate Client Contact
The word “succession” is used daily in our industry. Whether discussing it strategically at an executive level and what it means for partners, reading it in an industry publication, or talking to rising leaders – the issues and conversations around succession are front and center in many firms. And we need to have serious dialogue…
Read MoreImproving 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…
Read More5 Reasons to Leverage & Delegate Client Contact
The word “succession” is used daily in our industry. Whether discussing it strategically at an executive level and what it means for partners, reading it in an industry publication, or talking to rising leaders – the issues and conversations around succession are front and center in many firms. And we need to have serious dialogue…
Read MoreImproving 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…
Read MoreIs Meeting the Deadline, Meeting Your Client’s Expectations?
“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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