MANAGEMENT

Sixteen Steps for Maximizing Firm Resources

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Businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women present

Productivity and profitability will benefit.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

If you understand your client base you can better allocate resources and effectively manage your human, financial, technological and other assets to maximize efficiency, productivity and profitability. Here are steps you can take to allocate resources effectively:

MORE by August J. Aquila
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  1. Set Clear Objectives: Define your firm’s short-term and long-term goals. Understand what projects, clients and services are a priority for you, and then, align resource allocation accordingly.

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Kassi Rushing: Leadership Gaps, Not Motivation Gaps, Hold Firms Back | Gear Up For Growth

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Developing “power skills” like trust and coaching are critical.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

Employee experience is no longer optional; it’s a strategic imperative, says Kassi Rushing, CEO and owner of Kassi Rushing Consulting. Appearing on Gear Up for Growth—hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines—Rushing shares practical insights for firms aiming to attract and retain top talent.

More Gear Up for Growth here. | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

The episode highlights two critical shifts firms must embrace:

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Waga: Storytelling Drives Recruiting | Gear Up for Growth

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Connect to top talent with real experiences.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by The Small Office / Home Office Cyber Protection Plan – Learn more here

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In the latest episode of Gear Up for Growth, powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, speaks with Karen Waga, chief marketing officer of WilkinGuttenplan CPAs & Advisors, about the firm’s award-winning recruiting campaign, which resonated deeply with job seekers, employees, and peers across the profession.

More Gear Up for Growth here. | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

Waga says the campaign was built entirely on real employee experiences and candid storytelling, leveraging the firm’s flexible, people-first culture. The campaign offered a compelling and authentic view of life at WilkinGuttenplan from summer Fridays to paternity leave and personal caregiving.

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CPA Pricing Power Falters as Salaries March Upward

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The tax and accounting sector shows signs of accelerating change.

By CPA Trendlines

Salaries at CPA firms are entering their second year of marked year-over-year gains, even as billing rate increases remain few and far between, according to a new analysis by CPA Trendlines.

MORE: Most Tax and Accounting Firms Are Relying on Pay Raises in a Losing Battle for Talent | Higher Wages, Fewer Jobs: A New Era for CPA Staffing | Struggling to Keep Up with Market Salaries? |

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An industry that once seemed stable and predictable is now anything but. Some can call it a transformation. For others, it’s a massive dislocation.

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