Don’t Be Typical

“We are a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.” “Since 1984, our Certified Public Accounting firm, has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from valuable…

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Employee Engagement Matters

“Paychecks can’t buy passion.” – Brad Federman It is getting to be a rather tiring topic. To be successful, you must have employees who are engaged. You can Google the topic and find all kinds of advice. The fact is, there is an overwhelming number of people who are not engaged in their work. To…

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Building Your Culture – Teach What You Learn

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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How Ya Gonna Keep ‘Em?

There is a World War I era song titled, How Ya Gonna Keep Em Down On The Farm, after they’ve seen Paris (pronounced in the song as Par-ee)? Farm boys had gone off to war in Europe at a time when farm boys knew no other life than the one they were living on the farm. Up…

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Eliminate The Mystery through Communication & Inclusion

When I begin to work with a new CPA firm client, one of the most common issues I encounter is the lack of open, honest, on-going communication between firm leadership and firm team members. In many firms, some leaders are still in the mindset that many of the management and partner topics need to confidential.…

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HIRING TRENDS FOR 2015

According to a recent article on Fast Company, 70% of today’s workforce is actively looking for another job or is open to hearing about a new job opportunity. Another study tells us that a recent college graduate will hold between 15 to 20 jobs in their career. That means they are going to change jobs every…

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The Chairman of PwC – Insight On Engaging The Millennials

Bob Moritz, the Chairman of PwC, in an article via Harvard Business Review, talks about how the firm has changed and what they must now do to engage (and retain) their young, Millennial workforce. I have been attempting to help CPAs better understand Millennials for almost a decade and I believe that many CPA firm leaders have embraced…

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Seek A Higher Level Of Engaged Employee For Your CPA Firm

You have read a lot about it. I have written a lot about it. Hopefully, you are working on it. I am referring to developing and retaining engaged employees. Per the Gallup organization, there are three types of employees: ENGAGED employees work with passion and feel a profound connection to their company. They drive innovation and move the…

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The Role of The Firm Administrator

Yes, I have been talking about the important role of the firm administrator for about 30 years! Your firm does not have to be large or mid-size or small. The “right-hand” to the Managing Partner is a key ingredient to the management and administration of a successful firm. Do you have one? Do you need…

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