hiring

get the right people on the bus, then figure out where to go.

by jody grunden
building the virtual cfo firm in the cloud

as our team was growing and we reached over 30 team members, we recognized the need to establish a formal leadership team. when we were smaller, it worked fine for adam and me to be the primary decision makers, but as our client base and workload grew, we realized we would become a bottleneck and slow things down.

more: be more effective remotely with disc | do you have the right people? | boost efficiency with tech stacks | the only 3 metrics you need | how we sell audits online | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | why process is key to remote work
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at that point, we made a conscious effort to transition our daily tasks and client responsibilities to other team members so we could remove ourselves from the weeds and focus on the higher-level view of the company.
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seven keys to beating the staffing shortage.

by frank stitely
the relentless cpa

the following story brought tears to my eyes while i sat in a barbados resort drinking some alcohol concoction. was it the alcohol talking or the happy ending where i got a profit distribution check? maybe a little of both.

more: the fool in the room | calculating and cutting turnaround time | debunking the demise of the cpa firm | how many tax preparers do you need? | how to teach reviewing and time management | 3 tips for handling rookie tax preparers | some uncommon advice on hiring full-time staff | what goes into a client project?
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the afternoon before i left for beautiful barbados, the partner group of our outsourced accounting practice met for a state of the practice meeting conducted by our director of outsourced accounting.
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