Posts Tagged ‘Firm Administration’
The Concept of Privilege
Recently in working with a group of senior leaders in an accounting firm, one of the baby boomer white males said to me: “I have learned in my journey of understanding regarding diversity in our profession that I was born on third base, yet all my life I have thought I hit a triple”. This…
Read MoreNever again sell anything. Ever.
How would you like to comfortably engage in a conversation with an existing or prospective client and end up with a very profitable engagement without selling a thing? Seem like an unrealistic dream? Not only is it possible, but when you totally, completely drop the idea of selling, it can actually become quite easy. The…
Read MoreProtecting Your BYOD Exposure
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…
Read MoreYou ARE Better Off Without Them!
I am writing this blog to firm leaders. I don’t know how many times I have had Managing Partners or Executive Committee members share a story of a poor performing and/or poor behaving partner that they have let go. Inevitably in the conversation, they will say, “We had all of these reasons why we couldn’t…
Read MoreDuring Change – Seek First to Understand
Boomer Consulting embarked on an adventure this year to move many of our technology platforms to cloud-based solutions that would work collaboratively together. It literally changed everything about how we work – from our processes to training on systems, and changing work habits for each of us. Let’s just say, it has been rough on…
Read MoreSetting up “Bumpers” on Your Process
If you have young kids and/or have ever been bowling, you know all about “bumper bowling”. In an effort to provide an opportunity for even the most inexperienced bowler to have some form of success, bumpers can be placed on the sides of the lanes to keep the ball from going in the gutter. With…
Read MoreFlexibility- Not Just About Part Time Work Schedules
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…
Read MoreDon’t take things from other people.
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.…
Read MoreRethinking Credit Card Merchant Fees
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…
Read MoreCan You Feel The Power Shift?
78 million Baby Boomers, born from 1946-1964 need to transfer responsibility, wealth, and assets over the next 12-15 years. It might be easy to lull yourself into believing that the impact of this is a ways off. But studies estimate that 10,000 to 12,000 people are retiring every day and the impact in firms (and…
Read More