Here’s what you’re looking for: CPA Trendlines Research

CHECKLIST

Today’s Top 20 Tips for Building a Growth-Driven Accounting Firm

Checklist: The best ideas from the top rainmakers.

By Rick Telberg
CPA Trendlines

While most accounting firms do a good job of sustaining revenues through a strong referral system, the best-performing practices put robust systems in place to attract new prospects, cultivate leads, and close new business.

More at CPA Trendlines on: Marketing, Practice Development, Sales, and Growth Strategies

In a new survey of top accounting firm marketers and rainmakers, CPA Trendlines finds at least 20 strategies worth sharing: READ MORE →

PRO Member Exclusive

The Role of Finance in Adaptive and Interactive Learning


Are you using everyone to their full potential?

By Jennifer Templeman
Jumpstart

Portrait of Jennifer Templeman
Templeman

I believe in the power of creativity, in innovative thinking, and of play as a conduit to bring forth new ideas. And yes, and I’m a CFO who leads a team of finance professionals who focus on compliance, adherence to regulations, and perfecting the process of predicting and ensuring an outcome based on historic performance and data.

Despite how at odds these two confessions may seem, they work together in a way that supports my belief that finance is a department designed to lead the culture in an organization.

READ MORE →

FEATURED

Let’s Talk About the Fiscal Close

Portrait of Chris Doxey
Doxey

Who has time for metrics and analytics?

By Chris Doxey
Doxey Inc.

If your finance and accounting organization is bogged down by a fiscal closing process that never seems to end, it has little time to focus on enhanced reporting or analytics. Visibility to accurate financial information and underlying operating metrics are critical to your management team in any economic environment.

Many factors place the spotlight on the fiscal closing process, which is usually led by a team of individuals in the corporate finance and accounting department and managed by the corporate controller. The complexity of the process is driven by the nature of the company – private, public, nonprofit (tax-exempt or mission-based) or government – and the type of industry or industries for which the company is responsible.

READ MORE →

PRO Member Exclusive

Father, Son Team Up to Capitalize on Capacity

Portrait of Bernie Ackerman
Bernie Ackerman

It’s about spreading change.

By Kayleigh Padar
From Success to Significance: The Radical CPA Guide

Jason Ackerman and Bernard Ackerman run the firm BNA CPA together as a dynamic family duo. Based in Rock Hill, SC, the firm consists of 20 employees and is modernized, offering flexible schedules to its employees and choosing value pricing over timesheets.

MORE ON RADICALISM: Tips from a Veteran Product Manager | Transitioning to Radical: How Carl Famiglietti Did It | How to Develop Productized Services | Firm Product Management Is the Way to the Future | 10 Steps to Start Innovating | The Value of New Ideas
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

“My dad has always had a progressive mindset,” said Jason Ackerman. “He has always had the mindset that anybody can contribute to the team and he really focuses on the team culture.”
READ MORE →