Posts Tagged ‘CPA’
Securing Client Loyalty in Uncertain Times
The 2020 coronavirus pandemic has created a lot of uncertainty. In addition to our daily routines being thrown into disorder, the accounting profession is uniquely affected in so many ways. Deadlines are shifting. Rules are changing. Even that which seemed straightforward is open to interpretation (like payroll costs!). There is comfort and security in routine,…
Read MoreLeading in challenging times
Most of us are facing unprecedented challenges these days. We’re working remotely, homeschooling our children, keeping up with recent legislation, supporting our clients…all while navigating fear during these uncertain times. The combination of all these things may be enough to paralyze you. We understand. Sometimes, we feel stuck, too. It’s part of being human. We also…
Read MoreHow to Work Securely at Home During the COVID-19 Crisis
The COVID-19 pandemic required accounting firms to go 100% remote virtually overnight. While a good number of firms were either already in the cloud had implemented cloud-enabled applications, or had a structure to support remote workers, there were many personnel that had never actually worked remotely and were simply not prepared to do so. In…
Read MoreWhat does a crisis reveal about your business development skills?
A common turn of phrase is that a crisis reveals our character in how we respond. While that may be true in some respects, I believe what a crisis actually uncovers is how effective we are with our skills. The question is, what is this crisis revealing about your CPA firm’s BD skills? It’s…
Read MoreWhat is Your Why and Why Does it Matter?
These days, it seems like we’re always rushing around. We’re always busy, busy…we love to cross things off our to-do list. How often do you stop to think about why you’re doing all the things you’re doing? Why do you do the things you do, in your work and in your personal life? I’ll be the first to…
Read More5 Areas of Focus for Firm Transformation
By now, firms know they need to change. The question now is HOW? As firm leaders read articles, attend conferences and talk to peers, it seems they are looking or hoping for the solution that will magically transform their firm. Unfortunately, there is no magic solution. However, you can take steps to determine the right…
Read MoreHow Can You Simplify Complex Decisions?
Recently, I turned down a very good business opportunity. The opportunity presented unlimited long-term growth potential. With exceptional people who are leaders in their field. People who share my vision and values. The work provided a healthy balance of challenge, growth and fulfillment. And it paid well. You may be wondering…what was I thinking?! What…
Read More3 Ideas to Amplify Your Business Development Efforts
Want know what it takes to grow your business? Here are 3 concepts for business development that are worth sharing. Ask the Right Questions One of the best sessions we attended at AAM 2018 was Focus Groups from Hinton Burdick’s Kacey Jones. We’ve been talking about it for years – your success in business development…
Read MoreEight Reasons Firms Should Consider Moving to the Cloud
The 2018 CPA Firm Management Association (CPAFMA.org) IT Benchmark Survey found that more than half of responding member firms had moved the majority of their applications and IT Infrastructure to cloud/hosted application providers instead of building and maintaining networks themselves. Read below why this trend is accelerating and why your firm should be considering the…
Read MoreTransforming 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 More