Posts Tagged ‘helping’
Setting 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 More6 Tips for Managing the Under-Performer
You may have heard it before, or you may have actually uttered these words, “why did we wait so long to let an under-performing employee go?” In some firms today it may actually be called the under-performing epidemic or the under-performer drag, but no matter what words you are using to describe the problem, the results are…
Read MoreContent Marketing: A New Tool in Your Old Toolbox
If you’ve read anything about marketing strategy in the past year or so, you’ve probably noticed the term content marketing making its way into a lot of headlines. Also known as in-bound marketing, content marketing is creating or re-publishing relevant and valuable content online in order to attract and retain clients. Content can be anything…
Read MoreTwo Simple Questions To Ask Your Clients
Every CPA we meet is committed to delivering exceptional client service. However, it’s easy to get caught in a transactional rut working on client engagements and miss the opportunity to spend a few minutes on your relationship with each of your clients. Since client retention has consistently been one of the top five issues for…
Read MoreSeek 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…
Read MoreDebrief Tax Season with these Five Questions
The Dust has Settled. April 15th is over a month behind you. Your people have probably had a chance to take at least a short breather before getting back into the swing of things. While this past busy season is still fresh in everyone’s mind, now is a great time to debrief and figure out…
Read MoreIRS Expands Use of Electronic Signatures to Forms 8878/8879
One of the biggest hassles that firms have to deal with is getting signed authorizations from clients to file/extend their tax returns. This usually entails multiple staff being involved in communicating with the client and dealing with a myriad of delivery methods to and from the client. Source documents can include physical forms, faxed forms,…
Read MoreCommunicate To Drive Change
“Every time I find the meaning of life, they change it.” Reinhold Niebuhr Have you found the meaning of life? If we each had to define our meaning, the meanings we’d interpret would be as diverse as our backgrounds, experiences and beliefs. But no matter what you’re planning and expecting in this life, the one…
Read MoreStop Selling and Start Helping
Synopsis: In today’s competitive environment, the author provides a useful strategy for meeting new prospects and keeping them interested. People are inundated by all kinds of sales offers and tend to close their ears before a pitch is even made. They don’t want to be sold, which causes distrust and implies a hidden agenda. This…
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