MANAGEMENT

DiSC Profiles Boost Staff Effectiveness

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Overhead view of five people in a meeting

Better communication comes from better understanding.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Working in a remote environment can be great, and it can also have its challenges. Communication is one of the biggest hurdles distributed companies have to overcome. To tackle this issue head on, Summit CPA has implemented many initiatives.

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One of our favorites is the DiSC profiles. Let me start off by telling you a little bit of the background on the DiSC profiles.
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How to Keep Your Best Clients

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Make a PE displacement window calendar work for you.

By Hitendra Patil

An East Coast firm owner reached out to me about a year after a private equity-backed competitor had acquired a smaller firm in her market. She had expected to lose clients to the newly expanded firm. What she had not expected was to gain three of theirs.

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Those three clients had been with the acquired firm for years. They left within six months of the acquisition, and the reason had nothing to do with the quality of the work. The relationship had changed after the PE deal, not just new systems, new staff and new processes. The partner who had been their main contact for a decade was focused on transition and integration work and harder to reach. The clients had not been unhappy exactly, but they were back in the market. That is the part of the PE consolidation story that gets told less often. Acquisitions create client movement, and not all of it flows toward the acquiring firm.
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What Happens to Your Firm If You Die? Seriously.

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Get the free practice-continuation toolkit.

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

One morning, my wife and I were having breakfast, and she asked me, “What do I do if you and Peter get killed?”

DOWNLOAD: Practice Continuation in Event of a Death or Disability Sample Agreement and Letter of Instruction, Prepared by Ed Mendlowitz

This was a Friday, and Peter Weitsen and I were flying together on Sunday to a conference in Palm Springs. My response to these questions was typical: “Don’t bother me. Nothing will happen!”
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Why Most Audit Plans Repeat Last Year’s Problems

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Why planning often reinforces existing constraints – and how to design for a different outcome.

By William Englehaupt

Most audit teams believe they are planning for the future. In reality, they are often replaying the past. This is what many would label as SALY, “same as last year.”

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As a Prussian general once observed, “No plan survives first contact with the enemy.” In auditing, that “enemy” is reality: uneven client data, evolving judgment and the rework that becomes visible once work begins. Most plans are not corrections; they are continuations.
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