Three Ways to Measure Your Team’s Effectiveness

illustration with three thermometers

They have to work in harmony.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Once you’ve systemized the processes for your accounting team, 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, as shown in the illustration above.
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Change Fails in Silence | MOVE Like This

Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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Not Your Headcount

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

On this episode of MOVE Like This, host Bonnie Buol Ruszczyk explores a deceptively simple question with Alice Grey Harrison, founder of AGH Consulting: Why do so many firm transformations stall—not because of strategy, but because of communication?

With more than 30 years of experience in strategic communications and change management within the accounting profession, Harrison has seen firms navigate mergers, private equity investments, leadership transitions, system implementations, and cultural shifts.

The difference between momentum and misery, she argues, is rarely technical. It’s human.

MORE MOVE

Her core insight is that culture becomes a growth engine only when people understand how their work connects to the firm’s mission, vision, and values. That clarity unlocks what she calls “discretionary energy”—the extra effort people put in when they believe in the firm’s direction. READ MORE →

Five Simple Controls to Prevent Fraud

Businessman holding up magnifying glass

Strengthen your processes and your deterrence.

By Ed Mendlowitz
77 Ways to Wow!

I’ve talked about fraud in not-for-profits, but it is also a serious issue for business firms. Here are some cash fraud scenarios and prevention techniques that can apply to all types of organizations.

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SCENARIO: One employee who is responsible for, or has access to, the handling, recording and mailing of cash disbursements creates a non-existing vendor who sends the company invoices, which are paid.
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