Posts Tagged ‘helping’

Be the Firm You Want to Be.

Every organization is perfectly designed to produce the results it’s producing. If you want a different result – you must change something. The originator of this phrase is debatable. Its premise is not.   The business case for change is that firms that continue to do things as they always have always at some point…

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How Firms are Winning Through Client Service

CPA firms of all shapes and sizes are taking a long look at their client service process. And it’s no wonder, considering that client service is THE differentiator among CPA firms and is the lynchpin in client loyalty. CPA firms often rely on revenue numbers, realization and chargeable hours to determine how business is going.…

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A Call For Change: An Open Letter To Each Generation

With three distinct generations in the workplace today, the impacts are phenomenal.  Firm leaders are challenged to balance and blend each generation’s unique historical context, motivators and somewhat differing values systems to create a unified team and a sustainable firm.   To ensure that the generations co-exist and collaborate, it is helpful to understand the…

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Sponsorship-Barrier to Exit for Talent

Jayne is a woman with ten years of experience in public accounting.    She is certified and versatile in multiple areas of practice in which she might contribute now and in the future.  She has deep community roots in the major metropolitan area in which she works and she has shown great promise in promoting the…

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Collaboration Technology to Improve Your Firm

Communications is critical component within every business and can either enhance or detract from overall productivity within a firm.  Core communication skills are developed as people grow and most are comfortable with the communication tools they were introduced to and utilize during their career, especially those they use most often on a day to day…

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Ransomware Awareness

There has been a recent surge of Ransomware attacks on accountants whose workstations were not adequately protected and backed up, leading to some firms paying a ransom and others recreating the data (and wishing they would have paid the ransom instead).  For those of you not familiar with Ransomware, it is a term for malicious…

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You May Be Your Firm’s Biggest Differentiator

Who are your favorite vendors and business partners? Are they the ones with the best professional pedigrees and impressive lists of degrees and designations? Or are they the ones you look forward to seeing, whom you trust implicitly and just plain enjoy talking to, and for whom you have some personal context like family situation,…

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AAA 2015 Paperless Benchmark Survey Results… Bleeding or Stable Digital Edge?

The Association for Accounting Administration recently completed the 2015 Paperless Benchmarking survey to find out the status of paperless office practices in accounting firms this upcoming busy season. The survey has been conducted every two years beginning in 2003 to help identify trends in adopting “less paper” processes.  Seven NEW questions were added this year…

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Why are you Changing?

I recently had the honor of presenting on the topic of change management, with my friend and fellow industry consultant Guy Gage of Partners Coach, at the Accounting Today Growth and Profitability Summit.  For those who know me well and have been following my writing over the last seven years, I often like to combine…

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What Will You Give Up in 2015?

When New Year’s Eve rolls around every year, I get energized about the new version of me that will emerge in the next year. Yes, I am one of those annoying people who do this. I am always open for a chance at a new beginning. I am just wired that way. I did the…

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