Mandate Training Programs, Accountability

Three young businessmen in office training sessionProcesses make it easier to achieve results.

By Roman H. Kepczyk
Quantum of Paperless

For many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

MORE ON TECH SPENDING: Centralize Contact Administration | Standardize Your QuickBooks Support | Remote Banking Offers Instant ROI | How to Stop ‘Overauditing’ | Devil’s in the Details of Digital File Delivery
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

To take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” This requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
READ MORE →

5 Reasons Your Firm Training Needs Nano Learning

Woman on city train using tabletMobility and repetition are points you may not have considered.

By Jassen Bowman
Tax Resolution Systems

Training employees effectively in our fast-paced, information-saturated world can be a big challenge for business leaders.

MORE: When Tax Filing Season Is Over, What’s Next? | How to End the Tax Revenue Roller Coaster with a Four-Season Practice Model | How to Turn Routine CPE into a New Marketing Opportunity

 
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

In the past, you might have been able to get staff to sit through a three-hour training course without issue. Today, accomplishing the same can seem impossible.
READ MORE →

21 Staff Training Best Practices

And the 3 types of training that all CPA firm personnel need.

By Marc Rosenberg
On Staffing

I cringe when CPAs use “‘training”’ and “‘CPE”’ synonymously.

  • CPE coursework is often reactive, taken to maintain a CPA license. It may or may not educate. It may or may not be the type of education an individual needs. Many look upon CPE as a nuisance to be complied with. The smaller the firm and the older the CPA, the more likely this is the case.
  • Training is primarily proactive, undertaken to expand a person’s knowledge, performance and capabilities. The training is in alignment with what the person needs to do the job and provide value to the firm and its clients.

MORE ON STAFFING: 8 Keys to Keeping Staff Engaged | How to Create a Talent Management Strategy | What Happened to the Relevancy of the CPA Profession? | Staffing: What CPA Firms Are Learning the Hard Way
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Ideally, the training identified as needed also qualifies as CPE.
READ MORE →

Forget Technology. The Last, Best Competitive Edge Is Now Your Firm’s ‘Learning’ Skills

Office workers training on computersHow to build it and give chargeable credit to the coordinators.

By Roman H. Kepczyk
Quantum of Paperless

For many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

MORE ON TECH SPENDING: Centralize Contact Administration | Standardize QuickBooks Support (and Bring Your Clients) | Remote Deposit Saves in Several Ways | How Efficient Are Your Audits? | Going Digital: How to Train a Client | Hit ‘Delete,’ But Only When It’s Time | Unified Messaging Offers Benefits | Remote Access: Giving Workers What They Want | Why Use Windows 10?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

To take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” This requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
READ MORE →

When Silence Is Golden … and Not

Businesswoman with hand to foreheadA cautionary tale about commitment for partners-to-be.

By Martin Bissett
Passport to Partnership

Ask yourself and answer these questions when considering the current and future “commitment” behaviors that you’ll employ.

MORE ON THE PASSPORT TO PARTNERSHIP: What Commitment Means Now | 13 Steps to True Commitment | When to Ignore a White Lie: A Cautionary Tale | Communicate Your Worth and Value | Best Practices for One-on-One Communication | Learn to Read Your Firm’s Culture | Experts Advise What Partnership Takes
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

1 – What is my first reaction to being asked to work outside of my normal hours?

READ MORE →

What Commitment Means Now

Smiling woman with colleagues in backgroundDo you and your firm have the same perception?

By Martin Bissett
Passport to Partnership

The Passport to Partnership study collated a number of responses in a conversational style. The need for commitment is showcased below and was repeated many times in various different ways.

So many use us as a stepping stone and we’re now trying to determine who those are at the interview stage.

MORE ON THE PASSPORT TO PARTNERSHIP: 13 Steps to True Commitment | How Good Is Your Network? | RFPs: 7 Things NOT to Do | 5 Ways to Evaluate Your Communication | 7 Levels of Communication Management | 5 Ways to Get Buy-In for Firm Culture | Partnership: Competence Is Just the Foot in the Door
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Proof – if any were needed – that long-term commitment is not a given in the next generation of accounting professionals.
READ MORE →

13 Steps to True Commitment

Martin Bissett: "Make continual deposits in the goodwill account."What it means for partners.

By Martin Bissett
Passport to Partnership

Rising from senior manager to partner often means being promoted ahead of our peers and contemporaries. It creates a gap in earnings, stature and influence compared to those who just yesterday were our colleagues on a level playing field.

MORE ON THE PASSPORT TO PARTNERSHIP: How Good Is Your Network? | Shift Thinking from ‘We’ to ‘You’ | 7 Mistakes to Avoid When Going After New Work | Why Communication Matters So Much | 3 Questions to Evaluate Your Firm Culture | Competence: More Than Technical Skills | Are You Partner Material? Maybe Not
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

It can also mean that if we are coming into a firm from the outside, we are being promoted over people who have served at that firm for many years and understand the culture of the firm a lot better than we do right now. We may have to lead these people as the head of a department and if so, they’d better be on our side.
READ MORE →

How Good Is Your Network?

4 happy co-workers looking at man's tabletBONUS CHECKLIST: 5 questions to evaluate your network and skills.

By Martin Bissett
Passport to Partnership

Ask yourself and answer these questions when considering the current and future “conversion” tactics that you’ll employ.

MORE ON THE PASSPORT TO PARTNERSHIP: Shift Thinking from ‘We’ to ‘You’ | When to Ignore a White Lie: A Cautionary Tale | Communicate Your Worth and Value | Best Practices for One-on-One Communication | Learn to Read Your Firm’s Culture
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

  1. If I were to start today, could I name four businesses that I’d like to reach out to?
  2. What is our firm’s net fee growth goal this year and what can I do to contribute to it?
  3. What do I need to do to be able to handle the tough stuff like negotiation, pricing and handling objections? What start to learning these skills can I make today?

READ MORE →

Shift Thinking from ‘We’ to ‘You’

Portrait of a cheerful businessman smiling at the cameraBusinesses place value on expertise.

By Martin Bissett
Passport to Partnership

Please start understanding, valuing and respecting your own value in the marketplace with clients who could not reach their goals without you.

MORE ON THE PASSPORT TO PARTNERSHIP: When to Ignore a White Lie: A Cautionary Tale | RFPs: 7 Things NOT to Do | 5 Ways to Evaluate Your Communication | 7 Levels of Communication Management | 5 Ways to Get Buy-In for Firm Culture | Partnership: Competence Is Just the Foot in the Door | Are You Partner Material? Maybe Not
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Businesses are in need – sometimes desperate need – of your technical expertise and caring approach.
READ MORE →