Also: Expanding on the notion of ‘most trusted advisor.’
When tweaking your comp system, remember it’s not just about the money.
By August Aquila
Creating the Effective Partnership
Attest, M&A and SALT lead top trending niches. Accounting Today’s annual listing of its Top 100 firms reflects what the industry as a whole is seeing: Business is good and it’s getting better. Overall growth was a healthy 8.44 percent, similar … Continued
Compensation, work-life balance among the factors. Are your employees satisfied? How sure are you? Nearly 48 percent of respondents in a new CPA Trendlines survey say no, not really. Their answers range from deep dissatisfaction to on the fence.
By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: Most of my clients are either tax returns or small business clients. The number of individual tax returns grows each year, but I seem to be standing still with business clients. … Continued
To develop and nurture talent: It’s more than just lunch. Unfortunately, even the best-intentioned mentoring initiatives can easily fizzle in the early stages, before delivering value to the participants and the organization at large, according to Molly Sargent of Rowayton, Conn.-based … Continued
Today’s best career advice: join the survey; get the answers. What’s your mentoring story? by Rick Telberg At 20 years old, the world was a blank canvas with vast opportunities for Sal Inserra. He thought he knew exactly what he … Continued
Get certified. Apply early and often. Join the survey; get the results. By Rick Telberg I’m looking over the early responses to our new CPA Careers survey and one stands out for its practicality and wisdom. This from a veteran senior finance … Continued
Download the sample client satisfaction survey. by Ed Mendlowitz Question: Is there any value to sending clients a survey? Response: Yes. Our firm sends a survey with every deliverable to a client. We want to know what they think and … Continued
Clients say: Not as long as you think. If you’re a finance manager on the client side, what do you say? by Rick Telberg Are most CPAs fooling themselves? If you ask a CPA, as CPA Trendlines has been doing … Continued
What you need to know. How finance executives pick accounting firms: Join the survey; get the answers. by Rick Telberg Here’s some good news for accounting firms: Most companies stick with their CPA firms for at least five to 10 … Continued
Four must-do’s for client retention…
What we know that clients don’t even know they need. By Sandi Smith, CPA Accountant’s Accelerator I’m pretty sure that I am not the only accountant who has made the following mistakes with clients. Here are a couple of ideas … Continued