From the BILLiverse
In this issue's commentary, Bill Reeb continues his series, Management and Leadership in a CPA Firm. In his last article, Bill discussed the importance of having a competency model in your own firm and introduced a couple ideas for creating your own model. In part six, Bill continues the discussion about implementing your own competency model to develop your staff. He also covers what an action plan might look like to drive that development.
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From the Sharblog: Plan to Succeed
TSCPA’s CEO and Executive Director, John Sharbaugh talks about succession planning in one of his recent blog entries. Sharbaugh says that as many baby-boom generation CPAs are heading into retirement years, they, “must begin planning to identify and develop people who can replace them, especially those who hold leadership positions in organizations.” Take a look at this blog entry for more information and insight into the hot topic of succession planning. Read the blog
Improving Outlook Communications and Productivity
Most accountants have become dependent on email as the main method for interacting with clients and firm members as well as for moving files and attachments. Over time, Microsoft Outlook has become the predominant communication tool for accounting firms; however there has been little training beyond when firms first converted. In this article, Roman Kepzyck, CPA, CITP, discusses Outlook 2007 and best communications practices and techniques with the new version. Read the article
Top Trends for Small Accounting Firms in 2010
With small accounting firms coming out of a tough tax season, now is an appropriate time to look ahead for the balance of 2010. In this article, Hugh Duffy predicts small firms’ top trends, based on a blend of analysis, industry conferences, publicly available information, and dialogue with hundreds of small accounting firms around the country. Read the Article.
How to Calculate Your Firm’s Training ROI
Controlling costs will still be an important goal, even as the economic recovery continues. With growth on the horizon, your CPA firm will want to reconsider the training provided to CPAs and staff to make sure that you are not just updating "the usual" but also preparing staff for new services and to take on additional responsibilities to support your firm’s growth initiatives.
Understanding the return on investment (ROI) for your training expenditures will help your firm to make smart choices about training options. Accounting Office Management & Administration Report (AOMAR) put together a series of steps to take and things to consider in order to effectively measure your firm’s training ROI. Read the article
How to Calculate Your Firm’s Training ROI
In this Accounting Office Management & Administration Report (AOMAR) article, consultant Joel Rose explains that healthy firms need to be built in an orderly and systematic manner. Through his observations, the managing partner is the one to turn to if your firm is undergoing a management crisis. Rose offers a checklist for managing partners to use to identify all areas of the firm’s operation and well-being. Being able to answer these questions will help managing partners to know whether all the components of firm management are adequately and properly in place and the concerns of the firm’s CPAs and other staff are being met. Read the article
The Social Media Big Four: Getting Friendly with Facebook
This article is the second of a series by ConvergenceCoaching, LLC that will take a look at social media tools, how they have entered the mainstream and are transforming the way we communicate at work. The second part of the series discusses another popular social media tool, Facebook. Krista Remer and Jennifer Wilson of ConvergenceCoaching, LLC take a look at Facebook and its benefits, best uses and strategies. Read the article
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