staff billable hours take slight dip
the average annual billable staff hours for the $2 million to $10-million group was 1,492, which is down only slightly from last year.
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1714 search results for staff
pro member exclusive: all staffed up? new tax prep hiring stalls on eve of busy season
bonus: our statistical snapshot lays it out in red and green.
by beth bellor
as 2018 opens, the rate of new hiring appears to be stalling, with the rate of tax prep hiring dropping like a stone on the even of new busy season.
more on jobs: hiring and pay trends in tax & accounting | the myth of the staff shortage | what’s the profession going to do with 79,000 new accounting graduates?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
and according to the latest data from 卡塔尔世界杯常规比赛时间 research, women still face rising numbers everywhere they look.
in this report, 卡塔尔世界杯常规比赛时间 analyzes:
- current hiring trends in each of the bookkeeping, payroll, tax and cpa segments of the profession,
- average hourly earnings for each segment,
- average hours worked per week by segment, and
- trends regarding women in the accounting workforce.
are you newsworthy?
concrete tips on attracting the media’s attention.
by sandi leyva
the complete guide to marketing for tax & accounting firms
as a marketing channel, public relations is one of my personal favorites. it includes getting mentioned in news or trade media and publications, having an article you wrote published or reprinted, applying for and winning awards, or otherwise being in the public eye for one reason or another.
more small firm growth strategies: make newsletters work for you | technical aspects of video and youtube | social media basics for accounting firms | how to maximize online profile sites
when i started a photography studio several years ago, i sent sample photos of my work along with a letter explaining my business to several news outlets. it was july, and in august, the sunday magazine supplement to the dallas morning news picked up the story and published my samples. they were portraits of cats and dogs, and my phone rang for days. within a week, i was booked through christmas, and my business broke even a year ahead of time because of that one piece of publicity.
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22 things leaders must do
bonus: 4 ways not to choose a managing partner.
by domenick j. esposito
8 steps to great
in his 2008 book “strategy and the fat smoker,” david maister wrote that we often (or even usually) know what we should be doing in both our personal and professional life. we also know why we should be doing it and (often) how to do it.
more on strategic planning: the top 11 reasons cpa firm mergers fail | new year’s resolution: solve the partner comp problem | 6 rocks in the path to growth | use compensation to shape partner behavior | the importance of m&a culture due diligence | are you attracting the new breed of equity partners?
figuring all that out is not too difficult. what is very difficult is actually doing what you know to be good for you in the long run, despite short-run temptations.
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all in the family business niche
neil fauerbach outlines several ideas you could use.
by jean marie caragher
niche marketing continues to be the most successful marketing strategy for accounting firms.
more from jean marie caragher: networking still a strong lead generator | how smart cpa firms use events as a lead generation tool | 14 timely questions for tax season clients | the 12-step program for building better client relationships
over the years i’ve received mixed reactions about whether family business qualifies as a niche. are niches only industry-oriented?
the top 11 reasons cpa firm mergers fail
plus: four questions to self-assess your due-diligence efforts.
by domenick j. esposito
8 steps to great
even as mergers and acquisitions among cpa firms are moving at a hectic pace, many, if not most, are falling short of expectations.
more: new year’s resolution: solve the partner comp problem | 21 questions to help unlock accelerated growth | m&a candidates: valuations and vetting | ai likely to accelerate merger mania | get your money’s worth from non-billable time | stay independent but keep looking upward
some are even winding up in divorce, with costly breakup costs as morale drops, go-to-market opportunities fail to materialize, and key partners and potential partners leave for other opportunities.
for every transaction that actually does happen, it is also apparent that handfuls of potential deals die at the altar.
lead generation marketing must happen daily
checklist: essential marketing tasks in 31 minutes a day.
by jassen bowman
tax resolution systems
the most successful small business owners embrace the fact that new lead generation marketing is a daily activity. if you don’t have a full-time marketing manager, then you, as the business owner, need to take this task upon yourself. you should spend time marketing your tax practice every single day, even during tax season.
more: checklists for new lead generation | don’t ignore your existing leads | some office nuts and bolts | the importance of goals and affirmations | the ins and outs of hiring and firing | market to your ideal clients
don’t use the busy times of the year as an excuse to slack off on marketing if your goal is to grow your business. there are busy times during most of the year – february, march, april, june, july, august, september, october – all of these months have unique deadlines and seasonal peaks. this is ¾ of the year!
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donny shimamoto explains how ‘agile’ applies to cpa firms
examine change from three standpoints: financial, technology, and people.
by jody padar
from success to significance: the radical cpa guide
today we’re going to ask the agility expert. donny c. shimamoto, cpa, citp, cgma, is managing director of intraprisetechknowlogies llc.
more on radicalism: introducing the fifth radical tenet: the business model | the value of new ideas | the radical road to (business) transformation | the radical cpa: always changing
exclusively for pro members. log in here or 2022世界杯足球排名 today.
jp: can you describe what your firm does?
ds: we help transform cpa firms in a couple of ways. one is to help them embrace the cloud in a reasonable manner. the second is to embrace new approaches to working. you could even maybe say that we help them become radical firms.
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solve the partner comp problem
now is the time to take a hard look at your partners and your compensation model.
by domenick j. esposito
8 steps to great
let’s take a deep dive into both a firm’s partner mix and its compensation model.
more on strategic planning: 21 questions to help unlock accelerated growth | growth: the difference between the disruptor and the disrupted? | use compensation to shape partner behavior | the importance of m&a culture due diligence | are you attracting the new breed of equity partners?
in a “good to great” research study on high-performing organizations performed by jim collins, it was concluded that the method of compensation, as a causal factor for high and sustained performance, is largely irrelevant. the study concluded that whatever system is in use, it simply must be rational and equitably managed and that high sustained performance is largely the result of doing many things well.
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survey: firms looking inward for it support
trend watch: in-house it is trending toward being more common.
more accounting firm operations and technology survey: quickbooks dominates client accounting | firms willing to swap tax suppliers | firms largely content with websites | referrals still top channel for new clients | security, updates top tech annoyances | how savvy cpas use the afot survey to make smarter business decisions | lions and tigers and blockchain and bots, oh my!
q: how is it support handled in your firm?
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survey: tiered partnerships? it’s happening
transition, staff shortages remain issues.
by august aquila
rosenberg map survey
first, while the merger frenzy continued in 2016, firms were becoming more selective in the type of firms they were acquiring. over the last several years, firms were acquiring for the sake of more volume.
more from the map survey: extending retirement turns off future leaders | firms struggle to retain clients, key players | staffing and succession still rocking firms | will staffing challenges change the definition of partner?
2016 was different. firms didn’t want to just add more volume, they were looking for specific niches that would strengthen their existing practices. also, it became more evident that firms were struggling with the fact that they had acquired a lot of problems.
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all you need to know to get started in video and youtube
checklist: the essential tools – made simple.
by sandi leyva
the complete guide to marketing for tax & accounting firms
how you shoot your videos depends on what tools you need.
more small firm growth strategies: why cpas need video | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it
the most important thing in all of this is there are two sets of skills:
- shooting the video – this is closer to presentation skills than anything else
- editing the video – this requires some creative experience and the right tech tools
big tip:
you don’t need video-editing skills if you are doing screen capture or even talking heads. it’s much easier to keep shooting takes until you get it right than it is to do complex video editing.
we’ll break this down into two types of tools, those for screen capture and those for studio shooting.
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checklists for new lead generation
everything from social media to direct mail.
by jassen bowman
tax resolution systems
when focusing on tax resolution within your practice, you will need to conduct ongoing lead generation marketing.
more: don’t ignore your existing leads | 3 checklists for office communication | what to say on phone calls about fees | tax resolution staff roles and responsibilities | case study: building a tax resolution business | market to your ideal clients | follow up with leads longer | marketing requires ruthless accountability | one-step vs. two-step marketing | 5 daily tasks for maximum tax resolution profitability
this is not a comprehensive marketing training manual, and barely scratches the surface of what you can do regarding your lead generation marketing. what’s presented here is intended to give you an idea of what these kinds of checklists look like in order to help you create your own.
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growth engine max: maximize productivity, profitability and client retention
the new growth engine manual.
complete with strategies, tools, checklists, and action planner.by august j. aquila
$385.00 – $395.00 learn more -
new! 2025 outlook the 2024 rosenberg map survey | 26th annual edition
national study of cpa firm statistics
$650.00 learn more -
the next big opportunity pre-order: holistic guide to wealth management
the science behind integrating services with the human side of behavioral financial advice
by rory henry and 34 renowned thought-leaders, professionals and practitioners.
$275.00 – $295.00 learn more -
talent crunch cpa firm staff: managing your #1 asset [updated & expanded]
the complete guide, with bonus toolkit
second editionby marc rosenberg
$305.00 – $445.00 learn more -
bill what you're worth new! radical pricing – by the radical cpa™
optimize profits, delight clients, and build a top-value firm
by jody padar
best-selling author of the radical cpa and
$335.00 – $350.00 learn more
from success to significance: the radical cpa guide -
tax season how to review tax returns: updated & expanded
completely updated 3rd edition
including the latest tax law changes, recent developments in procedures, and comments from over 1,000 tax professionals.
still, the one and only, original no-hassle super-simplified seven-step tax return review system.
$335.00 – $355.00 learn more