MANAGEMENT

Shirt Logos, Surveys and Bears, Oh My

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Marketing encompasses many things.

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

I like to wear shirts with my firm’s logo. We have an arrangement with Land’s End where we can order what we want from their catalog and have the Withum logo applied. It is a very easy process.

MORE by Ed Mendlowitz
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When I had my own firm we let staff freely choose what they wanted from the Land’s End catalog, and we ordered it for them. It shows pride in the firm, is a walking billboard advertising your firm, and presents an appearance of a “together” firm. READ MORE →

Three Metrics for Measuring Staff

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They must work in harmony.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

If you want to grow your accounting firm, it’s important to evaluate the effectiveness of your process on a regular basis. You want to be aware of what’s working well and what’s not. You also want to continually be improving upon your services over time.

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There are three things you can specifically monitor when it comes to the effectiveness of your team. Here’s how we do it at Summit CPA Group. Maybe these ideas will work for you too.
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The Post-Audit Debrief Most Teams Get Wrong

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Why most debriefs fail to change the next audit—and how to turn them into real design inputs

By William Englehaupt

As one audit cycle closes and the next begins, most teams go through some form of debrief. In theory, this is where learning happens, where teams step back, reflect on what worked, what didn’t, and carry those insights forward.

In practice, it rarely works that way.

MORE Audit & Assurance

Debriefs are often rushed or treated as closure rather than input. The questions are familiar—what went well, what didn’t—but the discussion stays at the surface. Late nights, difficult clients, tight deadlines. The symptoms are easy to identify. The underlying causes are not. READ MORE →

New Data Defines What Makes an Accounting Firm Leader

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The Leadership Gap in CPA Firms Is Measurable—and Fixable.

By Giles Pearson, FCA
Accountests

Pearson

Giles Pearson, FCA, is the Co-Founder of Accountests, whose aim is to help avoid bad hires in accounting firms by using pre-employment skills and personality tests specifically designed for accountants. Prior to starting Accountests, he was a tax and private client partner of PwC in New Zealand for 18 years.

When it comes to identifying and developing the next leaders at your firm, I’m sure you have put a lot of time and energy into your selections. But do you really know which traits are most important for leadership success? How can you confirm to others that your selection process is fair and unbiased? Are the candidates you’re leaning toward ready for a leadership role? Do they really want it?

MORE in Talent Development

A personality profile is a good way to get an objective view of a prospect’s work style, and to help them focus on areas for improvement if they want to lead successfully.

Let me share some findings from the BDO Alliance USA Emerging Leaders program, of which we’re a part. READ MORE →