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with liz farr
with accounting talent so scarce, tax and accounting firms may be surprised to find untapped talents within their current staff, according to tyler anderson, partner and director of a&a innovation at accountability plus.
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key take-aways:
- get rid of the d and f clients. this will help keep your best people, improve your overall fee realization, and open up capacity so you can provide better service to your best clients. recognize that exiting this relationship may be as difficult as exiting any other kind of relationship.
- tracking time is just a metric. it’s not the only or the best metric for tracking productivity. instead of focusing on the time spent, focus on the deliverables. this incentivizes productivity and efficiency.
- scale by providing better and additional services to your clients. who in your firm has skills that can be used in other ways? build relationships and capitalize on the knowledge you already have of your client. this opens the door to additional advisory services. the engagement letter doesn’t mean this is the only work you do for a client.
- understanding data will be a crucial skill for the future. what does it mean? where does it come from, and what relationships are being developed? data analytics can provide 100% coverage and better information than a “random” sample.
- stop doing audit planning during fieldwork. setting aside time for planning can help avoid unnecessary work and allow team members to better understand the client. this can be a key to providing higher-value services.
- a big barrier to change is our own paradigm and reluctance to try something different. we’re still using the methods of the 90s because this is the way it’s always been done, not because it’s still relevant or even needed.
about tyler anderson
tyler anderson, cpa, whose work follows the mantra “it doesn’t have to be this way,” is dedicated to finding better
and more efficient ways of doing everything. tyler previously practiced in public accounting and in state government internal audit.
accountability plus, llc works directly with auditors and firms to transform their operations, achieve efficiency and effectiveness, and surpass client expectations. ?
since joining aaccountability plus, llc, tyler has focused his efforts on providing a&a firm leaders guidance on achieving a more efficient and accurate approach to their client services by challenging their current approach and workflow. his areas of experience include:
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real-time continuous audits
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test and critique of data tools
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analysis of current audit tools and methodology application
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comparison and challenge of audit approach to audit standards
tyler has also served in the minnesota army national guard for the past 18 years, currently as a field artillery captain
this unique combination of his military experience and public accounting expertise influences his unique approach to teamwork, workflow, and continuous improvement. his experience on the team has included work as a key developer on cpa.com’s award-winning onpoint pcr platform and methodology.
tyler holds a bachelors of accounting from the university of minnesota duluth.