five essential elements for effective planning and budgeting.
by bill penczak
ah, summer is finally here: baseball is back (sort of). the weather is getting hotter (although because i live in texas it’s sometimes difficult to tell). the kids are looking forward to school (albeit more “in” school than “at”).
more: re-thinking today’s firm with five global leaders | 5 things your firm should do differently this summer | do you have the guts to beat the covid crisis? | how to inoculate your firm against covid competition | ‘found money’ delights clients | the three r’s for beating the corona crisis
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and cpa firms are gearing up for partner retreats and 2022 strategic planning…
but most strategic plans are neither strategic nor plans. they are more likely to be a compilation of to-do lists and wishful thinking, as firms stumble through the planning process and return to their day jobs as soon as the planning session is complete, with most topics forgotten or relegated to the “we’ll look at that later” category.
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