Free Video Learning: Get ready today for the rebound to come with these top ten practice management video courses.
In partnership with CPA Trendlines, The Succession Institute is offering free access to their top ten video training programs to help firms prepare for the New Normal. Offer expires June 30. Use the password “free”for each video and get all the details here.
INNOVATION & CHANGE MANAGEMENT
By Ed Mendlowitz
Tax Season Opportunity Guide
Accountants and tax practitioners are entrepreneurs. Maybe now, more than ever.
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This means their practice needs to be run as a business with sound business decisions being made.
By Allan Koltin
In the face of this unprecedented global pandemic, Leaders must Lead! We need to fill our days with talking to our people, clients, and our families and engaging them in the reality of the situation while at the same time stressing the positive things going on.
I was on a call this morning with a client and I was sharing how wonderful it was to have all three kids back home (they would have been studying abroad, at college, or going to high school) and how nice it was to have family dinners together again. I was also sharing the positives with the kids that their grandparents were healthy, safe, and getting calls from so many family members and how important this was to them. As I was walking the dogs this morning it occurred to me that I heard birds chirping and that I had been “so busy being busy” for the past four decades that beautiful sounds like this or the smell of the morning air were never on my mind. At a deeper level, and to equate it to a sporting event, I feel like the proverbial “scoreboard” has malfunctioned and there is now a new way to keep score, and it is becoming the new normal.
Gary Boomer explains how the accounting business model will change over the next few years.
By Bill Reeb
We pick up in Part 3 of this column series with some additional changes in best practices that will help you better focus your talent on what is truly important to the firm’s future.
As well, we will review a few simple change management strategies and approaches to propel the successful changes and transformations you and your organization desire to make. So, let’s get started.
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Including 3 key initiatives in most strategic plans.
By Bill Reeb
Let’s discuss how firms need to alter their thinking as to what best practices might look like near term to better position themselves for the future that is almost here NOW.
First of all, which I have covered numerous times before, we have to truly address from a workload perspective the prevalence of the Upside-Down Pyramid™ in firms.
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