With another busy season behind us, now is a great opportunity to think about what comes next. For many of our member firms, this means revisiting marketing and business development activities that were put on hold. These next six to eight weeks are a great opportunity to refocus, plan and implement. One area to consider evaluating might be your approach to corporate social responsibility (CSR).
As today’s decision makers shift, so too are the expectations around client service. Understanding what clients want is important. While there are some trends or commonalities across generations, the fact is, people are changing. To exceed client expectations, it’s important that CPA firms pay close attention to their client experience and invest in it. Here are six tips to help you to improve your client experience.
In our cyber security practice, we receive many calls. Each call is different, but common elements emerge. Below are 6 lessons we have learned and some advice people wish they had heard sooner.
January is a great time to take advantage of growth opportunities and re-evaluate your policies, taking into consideration the trends and changes we anticipate in the profession. This article will identify a few key areas accounting firms should focus on in 2018.
Client transition is a hallmark of a healthy and growing firm. The ability to transition clients well will impact the longevity of your firm, buyouts from retiring partners and successor interest. Because of this, it should come as no surprise that many CPAs/partners in the profession are concerned about how to prepare for successful client transitions. For client transition to thrive, there must be cooperation and a mutually shared objective between the passer (the one transitioning the client) and the receiver (the one inheriting the client).
Employee retention is something every accounting firm faces, and is critical to firms that are focused on succession. While every person in a CPA firm may not be partner material, they all play a role in the firm’s long-term success. No matter what, talent retention should be top of mind for every firm.
Great performance is worth its weight in gold. We discuss performance management at all levels with our member firms on a regular basis and as we work through these issues, we often find there are four common areas of concern.
Often overlooked, job descriptions play an important role in attracting the right candidates. A mediocre job description will send the wrong message and attract the wrong candidate. We work closely with our member firms to help them enhance their recruiting … Continued
This year’s annual meeting was in Philadelphia, Pennsylvania. We had over 20 attendees including members, prospects and international guests attend the two-and-a-half-day conference. Below is a synopsis of the session highlights.
Each year, tax season ends and we think about what’s next. Often, that means revisiting marketing and business development activities. While we believe you should continue marketing during tax season because it’s the very best time to grow your business, … Continued