Engagement and retention tactics always need refreshing. What else can we do to keep our talent onboard and serving clients well? Consider adding a stay interview program to bump up your effort in this area - here is a Q&A guide to get started.
Your firm is profitable and clients are pleased with your work. You have some women in leadership. Why make a concerted effort to bring that percentage higher?
AN OPEN LETTER ABOUT DISMISSING FRAUD
Dear Manager and Partner,
I don’t know your names. But I chatted recently with one of your staff and I want to tell you about it. “Alexa” approached me privately at a workshop I facilitated, concerned about actions you took with a client.
She felt she witnessed unethical conduct when you allowed your client to deduct expenses that were unrelated to their business.
Knowing and understanding your client is a springboard for serving them successfully. Can you answer the questions below about your client? If not, you have an opportunity to get to know them, and serve them, better.
“We are in client service, but the written communication is a disaster” wrote a manager in need of help for her team. Requests for business writing help and workshops for CPA firms are at an all-time high.
Interestingly, of the requests I’ve received in the last few months, 75% were for help with someone else’s writing issues. To help you on your quest for quality communications, here are some of the most common mistakes, and how you can help your colleagues make a better impression.
It’s no secret that teams who enjoy working together are more cohesive and productive. Break out of the CPA / accountant stereotype and be sure to have enough fun in the office to balance out the daily grind. Here are four ways to accomplish this, or spur on your own creativity for having fun at your office.
Ever find yourself rolling your eyes at what goes on in your firm or company? Us too, and that's why we've decide the perfect sequel to Accounting Dreams and Delusions is the Staff and Management edition! Sure we have challenges with clients, but that pales in comparison to what goes on behind closed doors and cubicle partitions.
In reaction to trending social media outcries, a new Men to Watch Award Program is being launched this year by several state CPA societies. The formerly dormant Men’s Initiatives Executive Committee (MIEC) has just announced the MTW Program and nomination criteria, with the goal of honoring outstanding men in the profession.