It’s easy to find reasons to pass up having a partner retreat: things are running along just fine at your firm, you’re busy and so is everyone else, plus retreats take work to put together, not to mention you had one five years ago, so you’re pretty much set.
The Association for Accounting Marketing invited me to write a guest article for their Growth Strategies quarterly publication. The topic I explored was how accounting organizations handle employee departures - in particular when good employees give voluntary notice.
Huddle meetings (also known as stand-ups or standing meetings) are a great way to get your day started, but it can be a challenge to get everyone in the same room if you have team members in different locations.
You’ve heard it before, but communication is the most important aspect of any successful CPA firm or accounting team. Knowing where each team member is on a project will keep you on track and under budget.
It’s no secret that clients often make purchase decisions based on rates, CPAs and accountants have a lot of competition. You’re often up against larger companies who can do the same amount of work in less time, for less cost, and at lower rates. One way to increase the value you bring to clients and the associated revenue you bring in is by providing higher level services and investing in deeper relationships.
We rented out a theatre, filled it with accountants, then asked them to give us their rating and answer a few questions about the movie. Given the depth of training in form completion, coupled with hundreds of years of combined accounting industry experience, we obtained a relevant set of ratings and opinions about the movie that are summarized here.
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?