eliminate mystery through communication

what could be shared that isn’t?

by rita keller

improved communication can be achieved with many different approaches. some tactics may primarily affect intrafirm understanding and teamwork, while others focus more on increasing clarity and frequency of communications with clients. no matter where they are directed, when these efforts are successful, they benefit the firm and its clients.

more: leadership growth is a two-way street | how to encourage firm ownership | change when? continuously | win with an intentional culture | each generation must change
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when i begin to work with a new cpa firm client, one of the most common issues i encounter is the lack of open, honest, ongoing communication between firm leadership and team members.
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bridging the gap

…to manifest the practice or career of their dreams! www.enlightened.business. see more solomon at 卡塔尔世界杯常规比赛时间 rita keller is the founder of keller advisors, llc. rita coaches cpa firm leaders…

2019: why small firms shun mergers

leadership and “business-getting skills” emphasized for managers.

by rita keller
the rosenberg survey: national study of cpa firm statistics

when considering a succession plan that involves merging up, some very well-managed and profitable smaller firms actually feel like they are taking a step backward.

more from the map survey: 2019: using m&a to launch consulting | 2019: client service moves to fore | 2019: shifts in hiring & office space
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

they view the larger, acquiring firm as having multiple partners who seem complacent and unwilling to invest in digital tools that will take the firm into the future. decision-making is way too slow.

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30 things dumb firms do

businessman with his head on backwardstop consultants list the stupid stuff.

by rick telberg
the rosenberg survey

in the wealth of information in the 2018 rosenberg survey, the leading national compendium of financial and operating statistics for cpa firms, a host of consultants points out some of the things they see cpa firms doing right and wrong.

also: 29 things smart firms do
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some of the wrongs. read more →

29 things smart firms do

happy multi-ethnic business team with thumbs up in the officewhat the best firms already know.

by rick telberg
the rosenberg survey

卡塔尔世界杯常规比赛时间 finds a wealth of information in the new rosenberg survey, the leading national compendium of financial and operating statistics for cpa firms.

a host of consultants points out some of the things they see cpa firms doing right and wrong.

here are some of the rights.

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survey: clients disappear, niches blossom

young businesswoman speaking with clientare you living your stated culture?

by rita keller
rosenberg map survey

one thing that really stood out for me about 2016 was the number of former clients and other cpa firms i have known over my many years in the profession that are disappearing. they have merged up.

more from the map survey: tiered partnerships? it’s happening | extending retirement turns off future leaders | leadership taking different forms | technology evolving faster than accounting firms | succession issues stalling some m&a
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the m&a activity has, of course, been going on for many years now and it is just another form of growth, but it really hit me during this last 12 months when i looked at my long list of clients and identified the ones who are no longer in existence.
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eliminate mystery through communication and inclusion

focused businessman and businesswoman writing and discussing business graphor flipped, why are you keeping secrets?

by rita keller

improved communication can be achieved with many different approaches. some tactics may primarily affect intra-firm understanding and teamwork, while others focus more on increasing clarity and frequency of communications with clients. no matter where they are directed, when these efforts are successful they benefit the firm and its clients alike.

more: growing, developing future leaders is a two-way street | they don’t want to be owners! | the culture of continuous improvement | a winning culture is an intentional culture | a call for change: an open letter to each generation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when i begin to work with a new cpa firm client, one of the most common issues i encounter is the lack of open, honest, ongoing communication between firm leadership and team members.
read more →

how to engage with social media influencers

…bourke, cpa, citp, withum; david cieslak, principal, arxis technology, tom hood, ceo and executive director, macpa; randy johnston, partner, k2 enterprises, ceo nmgi; rita keller, president, keller advisors; jody padar,…