Professionals worldwide rely on CPA Trendlines for exclusive, actionable intelligence to identify and act on emerging issues and opportunities…
Early results from the new 2015 CPA Trendlines Technology Trends Survey are already suggesting some tantalizing clues to today's pressing questions on:
- Competitive factors in growth, profitability, and salaries,
- Best practices in operations and productivity, and
- Technology traits of the most successful firms.
As our "Thank You" for volunteering to join the survey, participants receive an exclusive preview of the topline results. As always, complete confidentiality is assured.
Why you need a dashboard.
By Roman H. Kepczyk
Quantum of Paperless
Files are usually indexed and accessed in designated directories so there is not much the firm can do about moving these files.
MORE ON TECH SPENDING: Unified Messaging Boosts Security | Ready for a Revolution? Your Phone Is | Remote Access Boosts Productivity, Requires Planning | Get Ahead of Your Software Updates | Blame Accounting Vendors: Accountants Stuck with Outdated Versions of Microsoft Office | Ready or Not, Here Comes Windows 10 | Back Up and Check Your Backup | Cloud Computing Can Cost Less | Laptop-Only Workers More Common | Scanners Allow Data Capture at the Source | In PC Monitors, More Is Better
Firm knowledge and information is usually stored in one of four “buckets.” READ MORE →
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
QUESTION: My staff seems to have “wandered” away from feeling this is a firm – that we are all in this together – to becoming a bunch of people who happen to work at the same address. Do you have any suggestions to get them to pull together?
MORE PRACTICE DOCTOR Q&A: How to Make Annual Staff Evaluations Work | When Staffers Stagnate | 7 Ways to Lose a Client’s Trust | 18 Ways to Blow a Partnership Opportunity | When a Staffer Stops Listening | Making Meetings More Productive | 44 Critical Criteria for Accounting Staff Performance Evaluations
ANSWER: Yes – it’s called leadership.
By Sandi Smith Leyva
The Accountant’s Accelerator
There’s something special about the word ritual. It sounds sacred, like you wouldn’t dare break it.
MORE ON SMALL-FIRM GROWTH STRATEGIES: 5 Cool Ways to Streamline Data Sharing | How to Calculate Your ‘Opportunity Number’ | 9 Ways Accountants Throw Away Profits | 5 Ways a Deadline Can Help Close a Deal | 7 Ways to Get New Revenue from Old Clients | 3 Ways to Test Your Revenue Forecast | How to Work the Same Hours and Make More Money | If You’re a ‘Best-Kept Secret’ Cut It Out!
It sounds a little mysterious, as if there’s a component you can’t quite control. And it sounds colorful, like something full of character that you would never get bored of.
Content is king and context is queen.
By Jody Padar
The Radical CPA
Most professionals speak and/or tweet above their audience. They don’t realize whom they’re talking to.
MORE ON RADICALISM: Each Social Channel Has a Language | Get Ready for Radical Transparency | 5 Radical Ways to Be Social AND Strategic | How I Got Started Being Social | How Social Media Transforms Firms to their Core | Six Competitive Advantages for The Radical CPA | Radical Customers Are On Their Way | 5 Radical Transparencies; Are You Ready? | 4 Questions Radical Firms Must Face | Being Radical Is All About Your Customer | Being Radical Starts with Being the Change | The Roots of ‘Radical’ CPAs | The First 3 Questions I Should Have Asked Before Starting My Own Practice
When you’re producing content, it has to be driven at the consumer level, not at the other professional level.
Most CPAs talk above their customers. Some companies get it right. READ MORE →
Everyone wants their government to get out of the way.
While U.S. accountants certainly rank high in entrepreneurial spirit, with 49 percent calling themselves risk-seeking in the Sage Accounting Index, they were tied by Brazil and edged out slightly by their Canadian counterparts at 50 percent, with the Spanish topping everyone at 58 percent. The four countries also ranked lowest in risk aversion from 27 to 31 percent.
BONUS CHECKLIST: 5 ways to check sure the firm's people believe in both themselves and the culture.
By Martin Bissett
Passport to Partnership
Cultural issues are dynamic, very broad and unique in each firm. As such it is a challenge to summarize them accurately and comprehensively.
MORE ON THE PASSPORT TO PARTNERSHIP: 12 Ways to Determine Your Competence | What Competence Really Means for Partners | Sailing Through the Seven C’s to Partnership | Passport to Partnership: New Research Shows Wide Gap between Partners and Partners-To-Be
From our research, however, the wise choice for anyone wishing to get their passport to partnership appears to be to study
- their firm’s existing culture,
- that of its senior individuals and
- that of those who have the ear of those senior individuals
to understand not only the route to partnership, but the terrain that they need to cross too.
Auditing and tax rates continue to inch upward.
Pricing Strategies and Trends in Tax and Accounting
Join the survey. Get the details.
By CPA Trendlines Research
The pricing index at CPA firms stands at 116.8, just one-tenth of one point below the six-month average for the year, suggesting firms are maintaining their strong grip on fees. READ MORE →
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
What make a firm most attractive to a merger partner?
These apply to all types of mergers. READ MORE →