PCPS Next Generation Firm Leader Self-Assessment
Firm leaders set the tone for the entire firm, with research showing that firm leaders are the most critical component in retaining great talent who in turn deliver outstanding client service. Assess your behaviors in 6 key areas of engagement using the PCPS Next Generation Firm Leader Self-Assessment tool to identify opportunities for growth. This piece is from the Firm inMotion toolkit that Joel Olbricht, CPA, CGMA, Partner, OSGroup and ...
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Rallying the Troops: Inspiring Excellence Throughout the Firm Webinar
Rallying the Troops: Inspiring Excellence throughout the Firm (Cool Culture Counts Series)July 20, 2017 at 2:00 PM EDT Do you love what you do? Having a passion for your work is just the first step in building a great firm culture. You also need to channel that passion and energy into client and employee experiences that will set your firm apart from the rest. Join Wesley Middleton, Managing Partner of MiddletonRaines+Zapata, one of the fastest ...
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CPAFMA's ACE Award Recipient Announced
Norman D. Saale, PAFM, Chief Operating Officer with McDermott & Miller and now Lutz employee in Grand Island, Nebraska, received the CPA Firm Management Association’s ACE (Achievement, Commitment, Excellence) Award at its June 2017 National Practice Management Conference in Fort Worth, Texas. During the awards presentation, Robert E. Biddle, Jr., PAFM, outgoing CPA Firm Management Association (CPAFMA) President, noted Saale’s ...
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It's Client Development Time
After the crush of busy season is over, it’s the perfect time to get out and have meaningful discussions with your clients. Discussions that go beyond the technical or project that you’ve recently working on with them. Questions that probe wants, fears, pains and build rapport on a personal level. Get an update on how their business is doing. Find out about what their kids are up to. Learn what their growth plans are for the ...
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This Portland, Oregon Startup Wants to Eliminate the Pain of Time Tracking and Help You Find Those Lost Hours
Every CPA has a method for tracking and logging time, whether it's pen and paper, an Excel spreadsheet, or entering directly into invoicing or accounting software. All these methods have one thing in common - they're a pain. Manual time entry is tedious and interrupts your workflow, yet the tracking of time is essential to your business. "I love tracking and logging my time," said no CPA, ever. There are direct costs to the pain of time ...
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