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Protect Your Protégée from Flextime Saboteurs

Woman sitting at office desk looks at her watchFlexible scheduling can benefit everyone, but some people don't see it that way.

By Ida O. Abbott
Sponsoring Women: What Men Need to Know

A talented, ambitious woman who works less than full time or takes extended family leave is extremely vulnerable to being derailed professionally.

Whether because she is “out of sight/out of mind,” or because people doubt her commitment, she may be disregarded for promotions or high-profile projects.

MORE ON SPONSORING WOMEN FOR LEADERSHIP: ‘Soft Skills’ Advice Needed, Too | Use Others to Promote Your Protégée | 8 Ways Sponsors Can Highlight Opportunities | 17 Ways Sponsors Can Help Protégées | 3 Ways to Derail Sponsorships | 4 Reasons Women Hold Themselves Back | 4 Ways Sponsors Can Help Women Seek Power | Bias About Women with Families Lingers | Judged on Performance, Not Potential? Must Be a Woman | 3 Ways Men Are Favored in the Workplace | Women Need Promotions, Not Just Advice | Mentor or Sponsor? How to Distinguish Roles | 4 Ways Women Leaders Improve Firms | CPA Firms Must ‘Man Up’ and Get Women On Board

A sponsor can ensure that she has access to those opportunities and support when she accepts them. He can make the difference between this woman staying on track and ascending to top leadership posts or leaving the company for another job. READ MORE →

Unified Messaging Boosts Security

Three people speaking by videoconferenceProductivity? You can have more of that, too.

By Roman H. Kepczyk
Quantum of Paperless

Firms should strive to capture all data in a digital format at its “root” source. This goes for services such as the firm’s fax and voice mail systems as well. Traditional inbound faxes are usually printed from a fax machine and then hand delivered to the recipient’s desk. In some cases this image is actually rescanned and emailed to the recipient.

MORE ON TECH SPENDING: When Is the Last Time You Renegotiated Your Internet Rates? | 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Productivity, Requires Planning | Get Ahead of Your Software Updates | Blame Accounting Vendors: Accountants Stuck with Outdated Versions of Microsoft Office | Ready or Not, Here Comes Windows 10 | Back Up and Check Your Backup | Cloud Computing Can Cost Less | Laptop-Only Workers More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


Class-Action Lawsuits Return with a Vengeance

Filings and Share of Accounting Cases, 2015-2014 (Cornerstone Research)

Filings and Share of Accounting Cases, 2005-2014 (Cornerstone Research)

Weak internal controls at the heart of a surge in new cases of accounting fraud.

The number of accounting class-action lawsuits is returning to historical levels as the SEC focuses on accounting fraud the markets react against restatements. READ MORE →

5 Cool Ways to Streamline Data Sharing

Businessman using Internet on smartphone and laptopClients and stakeholders benefit, and so do you.

By Sandi Smith Leyva
The Accountant’s Accelerator

Do you ever get any of the following questions from clients or co-workers?

  • I can’t find your email.
  • I accidentally deleted what you just sent me.
  • My computer crashed and I lost everything. (And I want you to take up your precious time to help me recreate everything you’ve ever sent me.)
  • I lost my tax return and I need it in the next five seconds.

MORE ON SMALL-FIRM GROWTH STRATEGIES: 9 Ways Accountants Throw Away Profits | 5 Ways a Deadline Can Help Close a Deal | 7 Ways to Get New Revenue from Old Clients | 5 Things You Know That Clients Don’t | 3 Ways to Test Your Revenue Forecast | How to Work the Same Hours and Make More Money | Take Advantage of 4 Key Marketing Strategies | Four Ways to Stop Leaving Money on the Table

These requests can get downright annoying. And they can be expensive, too. Knowledge workers spend anywhere from 15 to 35 percent of their time searching for information. Executives waste six weeks per year searching for lost documents. READ MORE →

How to Implement Value Pricing and Give Yourself a Raise

Ultimate Accounting vConLive online CPE at July 28 virtual conference.

In its fifth year, the Ultimate Accounting vCon is now offering day-long summer intensives on selected topics. The next one, How to Implement Value Pricing and Give Yourself a Raise is July 28, 2015. Six hours CPE will be granted to qualified participants who listen live.

“Some people feel that value pricing is only for large firms, but that’s not true. We’ll be teaching how to implement value pricing focusing on small accounting businesses.” said Sandi Leyva, CPA, vCon co-host and CPA Trendlines contributor

“Everyone has heard about value pricing, but they don’t know what to do to implement it. This intensive will be sharing the information everyone has been asking for.” said Michelle Long, CPA and vCon co-host.

The Intensive is webinar-based, so no travel is required. It includes a client portal with a chat feature that participants love. The vCon was named Event of the Year by the Stevie Women in Business Awards in 2013.

Early bird participants can register for $79, and they can register and find out more here:

Enhancing Client Financial Health through Collaborative Services

Clients benefit when CPAs and investment advisors work together.

By Martin E. Levine, ChFC, CPA, MBA
4Thought Financial Group, Inc.        

Martin Levine 4Thought


Even if the client isn’t always right, helping clients understand and make the best financial decisions is always the right course of action. 

CPAs understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being.  However, clients frequently have multiple – sometimes conflicting – financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them.  READ MORE →

12 Ways to Determine Your Competence

Martin Bissett


BONUS: Case Study and Worksheets:
3 questions to gauge your own competence, 4 questions about your personal brand and a 5-point checklist.

By Martin Bissett
Passport to Partnership

The Passport to Partnership study collated a number of responses in a conversational style. Two brief but succinct examples that really stood out on the realities of how a firm assesses an individual’s "competence" to lead are showcased below.

  1. They need to explain technical data to me in a way that I know they understand it.

  2. What kind of lifestyle does this person have outside of work? We’ll be looking at Facebook, Twitter and Google to find out.

MORE ON THE PASSPORT TO PARTNERSHIP: Sailing Through the Seven C’s to Partnership | Passport to Partnership: New Research Shows Wide Gap between Partners and Partners-To-Be


Each Social Channel Has a Language

Young people holding social media logosBetter to pick one spot and be devoted to it than scattershot across three.

By Jody Padar
The Radical CPA

Each social media channel has its own language, culture and dialect. You need to make sure that your culture (aka your voice and how you post) matches the specific channel, otherwise it’s going to seem awkward. Social media has to be understood and used properly and even though you’re going to be experimenting there are also some unwritten rules. Make sure that you’re fol­lowing the basic rules of the social media channel you’re using.

Jody Padar, The Radical CPA

Jody Padar, The Radical CPA; learn more

MORE ON RADICALISM: 5 Radical Ways to Be Social AND Strategic | How I Got Started Being Social | How Social Media Transforms Firms to their Core | 10 Radical Steps into the Cloud | The Market Is Moving Toward the Radicals | 5 Radical Transparencies; Are You Ready? | 4 Questions Radical Firms Must Face | Being Radical Is All About Your Customer | Why Start Being Radical Now? | Why Should CPAs Be Radical? | The Roots of ‘Radical’ CPAs | The First 3 Questions I Should Have Asked Before Starting My Own Practice


Rising Number of Public Company Restatements Traced to Accelerated Filings

Even as overall restatements remain steady.

The number of restatements by public companies has leveled off and severity has remained low in the last five years, but restatements have increased from accelerated filers for the fourth straight year, according to Audit Analytics, a research firm. READ MORE →