Today's Features

Rotten Tomatoes: What Do Your Clients Really Think of You?

Biological tomatoesThe tell-tale signs of trouble.

By Hitendra Patil

The Urban Dictionary defines “Tomatoed” as the state of a relationship when you're not quite dating but not just friends. Neither party is sure if they like the other enough to date, yet continue to do most of the same things as people in committed relationships. If they get tired of one another, they can simply return to "just friends" status without social upheaval. So named because of the tomato's role as not quite a fruit and not quite a vegetable.

MORE ACCOUNTANEUR:  The Three Gears that Drive Success in the Accounting Business  |  Brexit Worries?  Worry More about Cexits, Texits and Pexits  |  LinkedIn Launches Accountant-for-Hire Service  |  4 Pillars of Future Firm Foundation  |  ‘Uberizing’ Means More Than Technology  |  You Don’t Think Technology Helps Get New Clients?  |  Do You Want a Practice … or a Business?  |  ‘Decisiveness’ Rated Top Trait for   Success in Accounting Business  |  Tax Season Management: Multi-Tasking Is a Myth  |  3 Apps to Automate Business Networking  |


GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

How can you tell if you're getting "tomatoed" by your clients? How to make it stop? And what does it all mean? Read on...


Clients Buy Solutions, Not Time

Hand building word "solution" with letter blocksPlus 4 notes about client phone calls.

By Jody Padar
The Radical CPA

“Forget about pricing and think about what people buy.”

MORE ON RADICALISM: How to Leverage Social Media | Target Content to Consumers, Not Industry | Social + Strategy = Success | Make the Cloud Work for You | 5 Ways to Capitalize on Trends | Embrace Disruption | New Thinking Brings New Results | 10 Questions to Prepare for Radical Change | Who’s Your Competition? EVERYONE | How the ‘New Firm’ Was Born | Radical Firms Embrace 4 Values | Radical or Complacent? You Choose | 3 Questions to Ask If You Dare
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Customers are not buying our time. They may be buying our expertise. But they’re really buying a solution to their problem.

Why Accountability Counts

A young basketball player passing the ball across the courtIt's not a management fad, it's the essence of your success.

By August J. Aquila
What Makes a Great Partnership

“Professional service is an execution game.” – Rob Lees

Lack of accountability is not a new phenomenon. There are several factors that have caused accountability to become an important element of successful CPA firms today.

MORE ON GREAT PARTNERSHIPS: Fighting Restraining Forces | How You Can Get Partners to Change | Why Expectations Must Be Defined | Are You Driving Your Best Partners Crazy? | 7 Warning Signs for Your Firm | The Checks and Balances Your Firm Needs | How to Build a Better Firm Through Teamwork | Drop Politics, Be Accountable | What Makes a Successful Strategic Plan? | Innovate or Die | Partners Love, Hate Leadership | 8 Ways Leaders Destroy Firms | How to Combine Two Firms after Merger: Carefully
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

The external environment has changed and firms find themselves in an environment of:

What Commitment Means Now

Smiling woman with colleagues in backgroundDo you and your firm have the same perception?

By Martin Bissett
Passport to Partnership

The Passport to Partnership study collated a number of responses in a conversational style. The need for commitment is showcased below and was repeated many times in various different ways.

So many use us as a stepping stone and we’re now trying to determine who those are at the interview stage.

MORE ON THE PASSPORT TO PARTNERSHIP: 13 Steps to True Commitment | How Good Is Your Network? | RFPs: 7 Things NOT to Do | 5 Ways to Evaluate Your Communication | 7 Levels of Communication Management | 5 Ways to Get Buy-In for Firm Culture | Partnership: Competence Is Just the Foot in the Door
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Proof – if any were needed – that long-term commitment is not a given in the next generation of accounting professionals.

Do You Belong In Cybersecurity?

Keys against background of dataWho understands midsize firms better than another midsize firm?

By Domenick J. Esposito
8 Steps to Great

Technology has become crucial to business success, as it allows businesses to

  • feverishly collect vast quantities of data,
  • qualify the value of that data and
  • employ that information to benefit their customers.

MORE ON STRATEGIC PLANNING: 36 Consulting Services You Might Be Overlooking | How to Implement Industry Practice Groups | What Is ‘Acceptable’ Performance? | 6 Measures of Partner Performance | Is HR Ready for Your Partner Pipeline? | Is Your Pyramid Upside Down? | Taking a Balanced Scorecard to Your Partners | Seizing the $10 Trillion Opportunity
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Businesses are forming relationships with their customers and, in turn, are being entrusted with even more information that translates into fine-tuned marketing approaches with greater returns.

How to Use Social Media Analytics

Confident businessman analyzing chart and explaining it to co-workerPlus 8 specific steps to take.

By Becky Livingston
The Accountant’s Social Media Handbook

Social media presents communicators with an unparalleled ability to measure and track a deluge of data in order to derive insights on the effectiveness of their campaigns. This has made analytics one of the most critical tools in the social media marketer's arsenal.

MORE ON SOCIAL MEDIA: How Social Media Affects SEO | Content Categories and How to Leverage Them | How to Manage Social Media in 22 Minutes a Day | How to Schedule and Manage Social Media Activity | Which Social Media Should You Use? | What Is Social Media?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

According to Technopedia, social media analytics is an “approach of collecting data from social media sites and blogs and evaluating that data to make business decisions.”

Work-Life Balance: According to Whom?

Young father sitting on the grass holding a baby on his lap and texting on his mobile phoneWhat firms offer may not be what staffers want.

How some firms are beating the staffing crisis:
Join the survey. Get the results.

By Kristen Rampe
Talent Retention & Development

How is your firm doing in the work-life-balance arena? If you're like half of our CPA firm partner respondents, you are a strong, frequent supporter of these initiatives.

MORE FROM THE SURVEY: NEW SURVEY RESULTS: Two Ways Your Strategic Plan Can Reduce Turnover
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

But do your staff see it differently? Preliminary data from our recent talent survey shows that only 28 percent of non-partner respondents shared the same sentiment of "mostly or always" when asked if "management supports a healthy work-life balance.”

Is Your AP Digital Yet?

Woman typing while holding credit card over computer keyboardEliminate steps and earn cash back to boot.

By Roman H. Kepczyk
Quantum of Paperless

Processing accounts payable is another of the manually intensive processes within the firm’s administrative department that can be significantly streamlined through digital processes.

MORE ON TECH SPENDING: A Better Way to Handle Time & Expenses | How the Best CPA Firms Capture Best Tech Practices in Procedures Manuals | Workflow Systems Make Tax Season Less Tedious | Smart Firms Don’t Happen by Accident | Bandwidth: How Much?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Consider how many “touches” a single payable creates:

8 Ways to Manage Clients

Two men shaking hands across a tableThis is Job 1 for the practice owner.

By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute

Whether you simply desire to improve your firm’s operations or identify and implement a new long-term strategy, you need to be clear about the role that the owners, partners or shareholders should be playing in your firm.

MORE ON PERFORMANCE MANAGEMENT: The Limitations of Rainmakers | Different Roles for Different Partners | How Big ‘Books’ Hurt Firms | Developing a Three-Year Vision [VIDEO] | More Merger Questions Than You Imagined | MPs: How to Elect Them … and Fire Them | Partners as Role Models: The Good, Bad & Ugly | Managing the Managing Partner
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

To be sure, the roles and responsibilities of a CPA firm owner or owners will vary from firm to firm, based on that firm’s needs and circumstances, and you need to adapt any recommendations to fit your firm’s situation.