Your strategic plan is a great visionary document. First of all because you have one, and have taken the time to formulate where you want to steer your firm over the next 1 – 3 years. And secondly, because every owner at your firm knows what the plan is. But can it do more for you?
CPAs often shy away from business development and sales calls. Maybe it's for good reason, that stuff really can kill you!
I want my clients to feel like they’re getting white-glove service, personal attention and all of those exceptional levels of quality that I associate with my brand. I wasn’t sure sending them a link to DIY the scheduling dirty work was the right answer for me.
Client service. You do it every day. But how often do you reflect on how you serve your internal and external clients, and how you could serve them better?
Many firms are aware of top-talent retention essentials: Attractive compensation, career progression, interesting client work, quality mentoring and leadership programs are crucial to stay competitive.
If you want to position yourself to keep your star players around longer. Here are five ways you can bring new life to retention initiatives...
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?