2014 roundtable: firms that ‘get’ women stand to win the talent wars

2014 top trends logo vf

on new leaders, staffing, ex-partners, and four new predictions.

by rita keller
ritakeller.com

analysis

women — the area of retaining and promoting females in public accounting continues to be a big challenge for many firms.

i like to compare it to life, in general. men always have been and continue to be puzzled by women. in the business world, there have been many great books written to help women better fit into the game of business. the much talked about book “lean in” by sheryl sandberg (coo of facebook) is an example. the biggest challenge in public accounting is getting women and men to read such books. read more →

three secrets to easy billings

…who to refer it to inside your firm? if you answered “no” or even “maybe” to one question, you have work to do… and opportunities to seize. h/t rita keller

who’s that with rita keller?

rita keller with elvis yesterday, in “the three ms of success for cpa firms,” i wrote about business icon herb kelleher’s reputation for chain-smoking, wild turkey whiskey and his “dressing…

three ms of success for cpa firms

what rita keller teaches us from southwest airlines’ legendary founder.

by rick telberg

it’s been a rollercoaster ride in the past few years, with firms at first drowning in work, followed by a crippling staff shortage, then a market crash and belt-tightening, then re-expansion with a broadly profitable busy season. so a few weeks of peace and quiet this summer could seem appealing to staff and management alike.

but management guru rita keller is here to tell you that you can’t afford much rest. “there’s work to do,” she says about cleaning up rusty and outmoded cpa firm management practices. keller has a message for firms to focus on marketing, mentoring and managing — the three ms.

read more →

why you can’t trust your career to your boss

what accountants need to know about performance reviews.
next question: how’s your job? join the survey; see the results.

by rick telberg

if you’re waiting for your next performance appraisal to see how you’re doing, it’s already too late.

it’s too late because if you don’t know, you’re already behind the curve. it’s too late because if you need to ask, your boss probably doesn’t want to tell you. and if your boss doesn’t want to tell you, then you probably won’t like what you hear. it’s too late because if your company or firm isn’t keeping you apprised, then it’s probably a company or firm that’s falling behind
the competition.

according to the society for human resource management, 90 percent of hr professionals say their companies under-utilize or misuse performance appraisals. so if the annual performance review process at your accounting firm or finance department feels like a waste of time you’re probably right. but that doesn’t relieve you of the responsibility to know how you’re doing. it just it makes it more difficult. read more →