How to Survive as the Future Unfolds

Are you ready for the new age of Professional Services Marketing 3.0?

by Bruce W. Marcus
Professional Services Marketing 3.0

Professional Services Marketing 3.0? This from someone who has written, spoken, railed against jargon and gimmicks?

Well, yes, because in this rapidly changing economic environment, intensely competitive landscape, and highly charged computer age, it’s the best way to define significant evolution from one distinct period to the next. But, that’s exactly what’s happened – and is happening – with CPA firms. And in management practices, business models, and structure as well. READ MORE →

Competitive Economy Weighs on Work-Life Balance

CPAs share some of their best time-management tips. How hard are YOU working?

by Rick Telberg

With the days of summer rapidly dwindling, accountants and finance managers across the nation are grabbing their last vacation days. But it’s not always easy.

Many finance and accounting professionals are working harder than ever, doing more with less as their organizations cut back with the recession. Balancing life and work becomes all the more difficult and all the more important. So we’ve been asking readers for their best time-management tips for a balanced life.

Here are nine of the best we’ve received so far: READ MORE →

The Politics of an Accounting Firm Partnership

How one managing partner learned the hard way.

by August J. Aquila and Robert J. Lees
Creating the Effective Partnership

While many managing partners understand the value of a vision statement to focus their partner team’s energies, too few get it right.

Creating the Effective Partnership: Two-Volume Set
Creating the Effective Partnership

A vision is more than a simple statement. When we talk about having a compelling vision, we don’t mean just a well-crafted vision. We mean the vision with a clear destination, the strategies for getting there (the “how to”), the way progress will be measured and the benefits to the partners of going on the journey.

More on partnership management:  Nine Rules to Creating Highly Effective Partnership Teams   |   Audacious Vision and Grand Purpose Prove Essential to CPA SuccessAre You Creating a Sustainable Firm? | The Debilitating Effects of Denial at Accounting Firms | The Five Psychological Hurdles that CPA Firms Must Confront Today

Let’s look at an example of what can happen when all the elements (vision, journey, milestones and a positive answer to what’s in it for me) aren’t in place. READ MORE →