Today's Features —

5 Time Management Tips for an Overworked Accountant

5 Time Management Tips for an Overworked Accountant

QUESTION: I am sure you heard this before, but I just can’t seem to get on top of my work – I […]


When Accountants Don’t Know They Don’t Know

blindfolded at computer

By Sandi Smith Leyva The Accountant’s Accelerator Early in my career, one of my favorite things to teach was Maslow’s four stages […]


Complaining Client? No Wonder!

Ed Mendlowitz CPA The Practice Doctor Q and A

“I have had a client for 12 years and until recently he has been a pleasure…”


Tech Survey: The Top 11 Ways Accountants Try to Keep Up with Changes in Technology

#1: Benchmarking against colleagues, competitors.

By Rick Telberg
CPA Trendlines

The pace of change in technology is leaving accountants so dazed and confused that about half of all practitioners say merely “keeping up” is one of their biggest technology-related problems. Cost comes second.

Accountants are so fed up with the staggering pace of developments that you couldn’t pay them enough to try a new software product “while drinking umbrella drinks on a beach at vendor expense,” according to Randy Johnston and Leslie Garrett, writing in the new Accounting Firm Operations and Technology Survey. They caution, however, that “If you dislike change, you’re going to dislike irrelevance even more.”

The survey reveals the top tactics accountants are employing to stay up-to-date and make informed decisions, starting with keeping close tabs on their colleagues and competitors. READ MORE →

Managing Knowledge as a Marketing and Management Tool

What do we really know when we say we know?

by Bruce W. Marcus
Professional Services Marketing 3.0

The road to knowledge management, now well-traveled, seems to end with the science of acquiring and retrieving data. The end of that road, which was built mostly by the brilliance of computer scientists, stops where a clear understanding of the meaning of useful knowledge begins.

Bruce W. Marcus

Bruce W. Marcus

More for CPA Trendlines PRO members: The Secret Formula for Getting New Clients What We’ve Learned Since Accounting Marketing Was LegalizedDo Accounting Firms Really Want an ‘Image’?What Accounting Firms Need to Learn from Personal Financial Planning Specialists The Delicate Art of Positioning Your Firm in the Mind of the ProspectEven a Random Disaster Can Be Controlled with Risk Management

But with the growth of knowledge management as a discipline in many aspects of professional practice, some definitions may help forge a new direction for knowledge management that not only move the subject to a new realm of discovery, but may help find ways to make knowledge more useful as a management and marketing tool. We now seem to know a lot about gathering data, and are learning to turn data into knowledge. Knowledge must now be adapted to work for the firm, and especially for the firm’s leaders. READ MORE →

Managing Risk in Client Relations

Wishful thinking?

by Bruce W. Marcus
Professional Services Marketing 3.0

CPA Trendlines research has uncovered the startling fact of the wide disparity between how accounting firm management perceives their own performance and how their clients see their performance. (Join the survey; get the results.)

RELATED:  Your Clients Love You? What If You’re Wrong?  The Three Degrees of Risk  • Four Essential Habits for Building Client Trust   •  The Nine Hallmarks of a Marketing Culture  •  The Four Cornerstones to Building A Marketing Culture   •   Getting the Client is Only Half the Battle  • Practice Development: It’s Not Rocket Science  •  Nine Fundamentals for a Healthy Marketing Culture in an Accounting Firm  •

Another consideration of risk lies in a tendency to ignore or distort reality, which can lead to a vast expectations gap. READ MORE →

13 Ways CPA Firm Mergers Can Go Wrong

train tracks iStock_000009610824SmallAnd nine of the the thorniest issues.

Marc Rosenberg, CPA, has been in the middle of CPA firm mergers for years. He’s seen deals run off the rails for many reasons.

Here are 13 of the most common… READ MORE →

Where Laptops Rule at CPA Firms Today

Three top laptops in firms today, from left: for the bookkeeper, for the auditor, for the partner.

Three of the leading laptops in accounting firms today, all business-class Dell Latitudes. From left, for bookkeepers, the E6430 14-inch; for auditors, E6540 15.6 inch; and for partners, E6330 13.3 inch.

Also: Save up to 26% on your hardware spending with four smart strategies.

By Roman H. Kepczyk
Quantum of Paperless



Getting the right mix of mobility is critical for firms today. Today’s rule of thumb is that everyone who works out of the office one day or more per week should have a laptop as their only machine.

Laptops should be scheduled for replacement every three years, whereas desktops are often functional for a fourth year. In firms that utilize workstations only as “dumb terminals” via tools such as Citrix, Windows Terminal Server and workstation virtualization (VDI) in the future, the functioning life of a desktop computer can be five or more years. READ MORE →

New Times Call for New CPA Firm Metrics

How to fine-tune your management dashboard for effectiveness, innovation and growth.

dreamstime_xs_9983601.jpgBy August Aquila
Creating the Effective Partnership

Don’t kid yourself – It’s a new world out there. Accounting firms need to become more transparent. Partners and employees need to truly understand the firm’s vision and value proposition. They need to see how their daily actions move the firm toward its goals. Mission and vision can no longer be vague, fluffy statements that mean nothing to your clients, employees and partners, and prospects.

This new environment requires firms to actually implement their goals by looking at specific objectives and measures. Performance and execution are the key operatives. The old measures, by themselves, won’t do the job anymore. They are still valuable, but new measures are needed today. Firms no longer compete with the firm down the street in terms of mere marketing. They now complete in how they manage the practice, treat their employees, win employees’ hearts and minds and provide a true learning environment.

What would it be worth to you if you had a system which could measure your business development and management efforts?  In short, measure how well you are implementing your firm’s strategy? READ MORE →

The Competition for Talent: It’s All About Motivation

At Microsoft, they worry about motivation, says Bruce W. Marcus, author of Professional Services Marketing 3.0. When everybody who holds any kind of a responsible job is making more money than any of them ever dreamed they would, and when they’re in an industry that would pay anything to hire them away, how do you motivate people? How do you get them to stay, and to produce at the high levels demanded by Microsoft and other high-tech companies? Two ways.

In this report:

  • Five mistakes firms make.
  • Four strategies that can’t miss.


Seven Hot Lead Generation Methods for Accountants

By Sandi Smith Leyva
The Accountant’s Accelerator

The big change in lead generation for accountants is that there are many more methods out there today to get clients’ attention. The problem — or the opportunity! – is most accountants are still only using the old methods. READ MORE →

Nuances and Idiosyncrasies: The Top 12 Issues that Complicate Mergers

By Marc Rosenberg, CPA
CPA Firm Mergers

Throughout the merger process, you should be probing for nuances and idiosyncrasies of the other firm so that the concerns get on the table. Here’s a checklist of a dozen: READ MORE →