Posts Tagged ‘Goals’
The Best Time Ever to Find a Remote Tax Job?
It sure looks that way. Accountingfly has specialized in filling remote tax jobs for a decade and we’ve never seen a more candidate-friendly market for tax professionals. So this might be the best opportunity that you’ll ever have to find the right fit and achieve your career goals. More Remote Tax Jobs = More Opportunity…
Read More7 Tips for Developing a Personal Strategic Plan
Life is like a book. The phases you go through are the chapters that define who you become. Developing the chapters of your life can be a rewarding and exciting activity if you develop a plan and follow the process. Much like the strategic plan that you develop for your firm, a personal strategic plan…
Read More4 Steps for Developing and Implementing a Client Acceptance Policy
It’s not uncommon for a CPA to have one of those clients. Maybe there were warning signs from the beginning, but somehow, they seemed to fall below the radar. Now, you find yourself serving a client who complains about their bill, has asked you to do something unethical, is always late with their information, or…
Read MoreHow and Why You Should Prune Your Client Base Annually
Firing clients, also known as Client Pruning, is a natural process for CPA firms that want to grow. The future of the accounting industry is becoming highly specialized and segmented. Pruning your client base to reflect your firm’s strategic goals and vision is a process that creates amazing results when implemented annually. Learn why client…
Read MoreFailure is Not Fatal
Although, it feels like it sometimes. Sometimes we have high hopes and expectations and we’re working our plan for our career or organization – then, suddenly it comes to a halt because of a mistake we make or some other unforeseen circumstance occurs. “Success is the ability to go from failure to failure with no loss…
Read MoreWhat’s the Why?
As firms wrestle with Baby Boomer succession, the differences in attitudes, thinking and motivators between current and future leaders can sometimes be great. More often than not those differences or gaps are major contributors to the absence of future leaders who are on deck and ready to step into the shoes of the retiring partners.…
Read MoreSurvey says… Using survey results to improve your business
Can you name the top two key factors to an accounting firm’s success? If you said Employee Satisfaction and Client Satisfaction, then you are exactly right. You have probably thought about it, some of you may have even tried to conduct a survey before, so why the hesitation and procrastination? The topic of surveying comes…
Read MoreWhy Do You Care Where I Work? Six Reasons to Go Virtual
Firms must move – and move now – to support virtual work environments. I’ll admit I’m biased. For fifteen years, I have run a completely virtual business. When not on the road speaking, teaching or consulting, each of our team members works from home in cities across the country. From our inception, the information assets…
Read MoreImprove Communication in Your Firm
As we survey firm team members and ask them what leaders could do to improve culture and engagement in their firm, the overwhelming #1 response we hear is “we need better communication”. The response I get from leaders is “we have been working on that every year, will it ever be good enough?” My answer…
Read MoreThe First Step in Succession Planning-Assess Your Need for Replacement Partners
The first step in developing a plan for the internal succession of your partners is to develop an understanding of the nature and timing of their replacement. This will provide you with what you need to know for acquiring the necessary talent and developing viable successors. Start with when each partner is likely to relinquish…
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