Topic: management

Mergers: 11 Lessons from Done Deals

If they had it all to do over again… By Marc Rosenberg CPA Firm Mergers As you might suspect, in 20 years of consulting to CPA firms, several dozen mergers of my clients have taken place. From time to time, I meet with the managing partner of the firm that was my client and ask them how the merger went, what they would do differently and what advice they would give to firms contemplating a merger. Here are some choice morsels…

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100 CPA Firms Named “Best Firms to Work For”

Congratulations to the winners of the Accounting Today program. The annual survey and awards program, which Accounting Today conducts in partnership with Best Companies Group, is designed to identify, recognize and honor the best employers in the accounting profession, benefiting its economy, workforce and businesses. They are:

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When a Staffer Stops Listening

Four issues and solutions in leadership and management. QUESTION: One of my managers is complaining that the staff don’t listen to him. The specifics are that he assigns work and it isn’t completed on time and is usually incomplete and full of errors. He says he doesn’t want to supervise people anymore. Any suggestions? ANSWER: I have many suggestions, sorted into four general areas. Here goes:

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The 8-Point Financial Tune-Up for Your Accounting Firm

How to tweak your firm’s financials and partner performance…

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Making Meetings More Productive

QUESTION: We have a lot of meetings where great ideas are exchanged and then…

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Can You Hear Me Now?

Eight reasons why accounting firms need to work on internal communications first. By Bruce W. Marcus Professional Services Marketing 3.0 A terrific definition of chaos is when a client asks two different people in your firm the same question – and gets two different and conflicting answers. More for PRO members: Managing Knowledge as a Growth and Management Tool • The Secret Formula for Getting New Clients • What We’ve Learned Since Accounting Marketing Was Legalized • Do 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 Prospect Another form of it is when there’s a crisis, and the […]

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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 am always behind and in addition, my income has been dropping. I am a sole practitioner with no staff and don’t want any. I like what I do, but lately it seems I have been chasing my tail and losing some ground. My practice is 40% 1040s which are mainly done from mid-January to April 15. I do not file many extensions. Another 40% are small businesses that I work on monthly. About half I go to and the other half send in their information or QuickBooks files. 10% is payroll preparation for clients.

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Ten Things Every Firm Needs to Make Clear Firmwide

The main categories of information for internal communications and management. By Bruce W. Marcus Professional Services Marketing 3.0 While the substance of information varies from firm to firm, there are 10 categories that cannot go unconsidered:

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5 Ways to Find Your Focus for Summer Success

By Sandi Smith Leyva With so much to do as business owners, we can get pretty overwhelmed at times.  We can start believing that we have a “time” problem, but since all of us have 24/7, there really is no such thing as a time problem.

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