LEADERSHIP

Doubling Up Leads to New Opportunities

By

two businessmen looking at documents

Tales of a first trainee.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

I was fortunate early on in my career that I had a boss who gave me responsibility to supervise. On some level I was not really instructed how to supervise, but was told I could use the new person to help me get my work done.

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

This was precipitated by an email I received from the first person ever I supervised. I had not spoken to him since working with him in 1968. He emailed me because he read one of my columns and just wanted to say hello. I remembered him and then I recalled how I got started training him – he was the first person I trained.
READ MORE →

Carrie Steffen: The Staffing Problem Nobody Talks About | MOVE Like This

By

The profession talks too much about deadlines and not enough about impact. Students are listening.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer
Subscribe to CPA Trendlines Research podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
 Build a 7-figure firm in just 4 hours a week!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

The CPA profession has only itself to blame for a talent shortage.

Firms have spent years talking about the grind of deadlines and busy season, instead of selling the career’s impact, stability, and range of opportunities, according to Carrie Steffen, CEO of the Iowa Society of CPAs.

MORE MOVE Like This | MORE CPA Trendlines Streaming Network

In the new episode of MOVE Like This, Steffen tells Bonnie Buol Ruszczyk the profession must rethink its narrative, strengthen cultures of belonging, and bring younger professionals into leadership conversations if it hopes to rebuild the CPA pipeline.

READ MORE →

Employee Experience Not What It Seems

By

older man and younger man in meeting

The years didn’t add up.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

We hired Sam out of school and he worked for us for two and a half years and then we split up our firm. This was ages ago and Sy and I left our third partner to form our new firm on Jan. 1.

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

However, there is a valuable lesson here and I think it is worth sharing. It changed the way we hired staff.
READ MORE →