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.
The Benefits of a Daily Huddle (or Stand-Up) Meeting for Accounting Teams
From Service Provider to Trusted Advisor
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.
AICPA Code of Conduct Violations Found En Masse in 'The Accountant'
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.
Two Ways Your Strategic Plan Can Reduce Turnover
Gender Equity in Accounting: How the CPA Profession is Balancing the Numbers
This month an article I wrote with the talented Sarah Elliott has been published by Wiley. Over 12 pages we detail best practices by firms of all sizes, from sole-practitioner to Big-4. We review what they do and how they do it to create a successful environment for women in the profession.