dustin verity: keep an open mind and constantly learn

tech allows small to mid-size firms to provide better cas.

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transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation
center for accounting transformation

dustin verity admits to being cautious. he also admits to being a technophile.

in the latest episode of transformation talks, the cpa explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm.

more: secret to success? a growth and abundance mindset | o.d. lanier: stepping into advisory | from tax to transformation | early adopters gain an edge in audit | why the future is in risk advisory | four strategies for a future ready firm
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i’ve always been interested in technology and, and you know, efficiencies,” verity said, always wanting to know how his firm could produce more and work more efficiently. “that means less hours that we have to spend in the office ourselves.”  read more →

hector garcia: success strategies of a quickbooks youtube superstar

the disruptors: his secret recipe for attracting and retaining clients and employees.
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the disruptors
with liz farr 
for 卡塔尔世界杯常规比赛时间

any accountant who has ever met hector garcia will likely use the adjective “generous” to describe him. since 2011, he’s been sharing his encyclopedic knowledge of quickbooks on a youtube channel that has generated millions of views.

more:  why doing nothing is not an optionblake oliver: why tax work yearns to be freeprivate equity explodes in u.k. | brannon poe: the status quo must go  |  accounting nerds, unlock your super powers  | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same  |  think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt  |  can geraldine carter save accountants from themselves? |  re-inventing accounting with tyler anderson |  turning client service into new revenue

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

because of that youtube channel, he hasn’t printed business cards for two years.

read more →

cpe survey: large-firm cpas dealing with large-sized issues

african elephant danceproblems cpe alone won’t solve.

by rick telberg
卡塔尔世界杯常规比赛时间 research

while the rest of the profession is focusing on tax services, the largest firms are expanding capabilities in accounting, financial reporting, practice management, and new technologies, according to new results from a 卡塔尔世界杯常规比赛时间 survey conducted in conjunction with the ohio society of cpas and consultant michael ramos.

https://www.research.net/r/cpe16
join the survey, get the results.

more cpe trends:  cpe study finds six essential success factors for accounting firms |  top trending specialty niches  | busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |  mike ramos on how to build a powerhouse learning team for your cpa firm  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the profession’s large firms also have large problems – problems that can’t be solved by cpe alone, according to remarks by survey respondents. problems like survival.

the survey results show in detail where large firms are investing their valuable time and resources, and how the best of them manage their training budgets to align with strategy. many large firms could be getting a better return on their training budgets.

the survey shows, for instance, where most large firms fall short in: read more →

soloists shift cpe priorities to taxes


z_ cpe solo vs all other

by rick telberg
卡塔尔世界杯常规比赛时间 research

the survey on cpe and practice improvement, conducted with the ohio society of cpas and consultant michael ramos, suggests that taxes are taking up a bigger part of soloists’ practices – even though many say they’d like to diversify into other areas.

https://www.research.net/r/cpe16
join the survey, get the results.

more cpe trends:  cpe study finds six essential success factors for accounting firms |  top trending specialty niches  |  busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |  mike ramos on how to build a powerhouse learning team for your cpa firm  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in paradise, calif., cpa al sperske, who’s been reading 卡塔尔世界杯常规比赛时间 for more than 10 years, is among those stressed out by keeping up. “taxes,” he says. “nuts in congress will not leave them alone.” read more →

are accountants learning the wrong lessons?

https://www.research.net/r/cpe16
tooling up for 2017: join the survey, get the results.

cpe choices fail to address the real keys to success.

by rick telberg
卡塔尔世界杯常规比赛时间 research

cpas are saying one thing and doing another. and the discrepancy bodes ill for the profession’s economic health.

more cpe trends:  cpe study finds six essential success factors for accounting firms  |  top trending specialty niches  |  busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the survey on professional skills and the goals of accounting firms, being conducted with the ohio society of cpas and consultant michael ramos, is turning up a curious mismatch. it seems, at first blush, that cpas are studying for certain skills while reporting that something else is essential to their success.

read more →

passport to partnership: new research shows wide gap between partners and partners-to-be

martin bissett
bissett

what we have here is a failure to communicate.

editor’s note: with this article, 卡塔尔世界杯常规比赛时间 introduces a new series of articles by martin bissett reporting on the findings of his proprietary research into the keys to making partner. the research is based on hundreds of interviews with partners and practitioners at more than 30 firms in the u.s. and the u.k., dozens of experts and advisors, and his own 20 years of experience in the field. in his research, bissett uncovered a wide gap between what partners say they seek in a staffer yearning to be partner and what they actually do and say to train and nurture the staffer. his work in passport to partnership is dedicated to bridging that gap, revealing to both partners and partners-to-be the unspoken rules, and working to create a bulletproof program to guide their efforts.

by martin bissett
passport to partnership

learn more
learn more

have you ever wondered what the partners of your firm are looking for from you, beyond your technical abilities?

for full disclosure, i am not an accountant, but i have spent decades working with accounting firms of all shapes and sizes in the united kingdom, the united states and europe.

more from martin bissett:  selling on value vs. fees | 3 ways to convert scheduling practices to new fees | selling vs. attracting to build relationships | when selling, don’t chase new fees, attract them | selling accounting services doesn’t have to be hard! | ‘selling’ isn’t a dirty word | 8 factors in practice development success | in sales, perception is reality | success begins with accountability | do you realize you’re failing? | winning your first client

i noticed over time that in many firms, partners may often regard one or more of their managers as not being “partner material” because they feel that the manager does not exhibit the traits they are looking for.

read more →