partnership

how good is your network?

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4 happy co-workers looking at man's tabletbonus checklist: 5 questions to evaluate your network and skills.

by martin bissett
passport to partnership

ask yourself and answer these questions when considering the current and future “conversion” tactics that you’ll employ.

more on the passport to partnership: shift thinking from ‘we’ to ‘you’ | when to ignore a white lie: a cautionary tale | communicate your worth and value | best practices for one-on-one communication | learn to read your firm’s culture
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

  1. if i were to start today, could i name four businesses that i’d like to reach out to?
  2. what is our firm’s net fee growth goal this year and what can i do to contribute to it?
  3. what do i need to do to be able to handle the tough stuff like negotiation, pricing and handling objections? what start to learning these skills can i make today?

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communication goes both ways

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diagram of 2-way communication5 best practices on the way to greatness.

by august j. aquila
what makes a great partnership

the other elements of a good partnership won’t make much difference if there is not good or great two-way communication in the firm.

more on great partnerships: chemistry and mutual respect matter | why expectations must be defined | are you driving your best partners crazy? | 7 warning signs for your firm | the checks and balances your firm needs | don’t weed out the roses | back to basics: 25 ways to grow your practice | 3 ways to halt a poor leader | 8 questions that staff ask in a merger | 8 financial ducks to line up now
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managing partners and partners need to communicate frequently and effectively to make a partnership work.  poor communication is often at the root of many a partnership’s problems.
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shift thinking from ‘we’ to ‘you’

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portrait of a cheerful businessman smiling at the camerabusinesses place value on expertise.

by martin bissett
passport to partnership

please start understanding, valuing and respecting your own value in the marketplace with clients who could not reach their goals without you.

more on the passport to partnership: when to ignore a white lie: a cautionary tale | rfps: 7 things not to do | 5 ways to evaluate your communication | 7 levels of communication management | 5 ways to get buy-in for firm culture | partnership: competence is just the foot in the door | are you partner material? maybe not
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businesses are in need – sometimes desperate need – of your technical expertise and caring approach.
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chemistry and mutual respect matter

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beakers containing colorful chemicalswhy and how to evaluate chemistry among partners.

by august j. aquila
what makes a great partnership

birds of a feather flock together according to the old saying.

more on great partnerships: why expectations must be defined | why shared values are important | why ‘walking together’ is so important | 6 ways to pay partners | how to build a better firm through teamwork | 8 questions to analyze your pricing | 24 points for after the deal is done | 5 questions for every mp to answer honestly | 6 practical ways to innovate | how to combine two firms after merger: carefully
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you can generally judge your chemistry with someone in the earliest minutes of meeting them. it’s often best to trust your first impressions, which are based on a lifetime of experience interacting with other people.
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when to ignore a white lie: a cautionary tale

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businessman covering face with handshow well do you represent your firm?

by martin bissett
passport to partnership

the passport to partnership study collated a number of responses in a conversational style.

more on the passport to partnership: rfps: 7 things not to do | 7 mistakes to avoid when going after new work | why communication matters so much | 3 questions to evaluate your firm culture | competence: more than technical skills
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the main example that really stood out as the major indicator of a need for each future leader to be able to “convert” new business is showcased below and was repeated many times in various different ways.
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rfps: 7 things not to do

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7notallowedplus 6 keys to the perfect proposal.

by martin bissett
passport to partnership

what makes a written proposal become accepted by the potential client – every time?

more on the passport to partnership: 7 mistakes to avoid when going after new work | communicate your worth and value | best practices for one-on-one communication | learn to read your firm’s culture | experts advise what partnership takes
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

proposal writing is a micro-science in its own right but here are the proven principles that it takes to get proposals accepted.
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7 mistakes to avoid when going after new work

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error stampedplus 9 business development metrics you should be measuring when checking your conversion rates.

by martin bissett
passport to partnership

like it or not, the 21st-century accountant is in the relationship-building business. when a qualified accountant learns the art of developing those relationships in such a way as they empower the practice to be able to forecast its new fee income each year, the accountant becomes a profit center and their value to the firm increases tenfold.

more on the passport to partnership: communicate your worth and value | 5 ways to evaluate your communication | 7 levels of communication management | 5 ways to get buy-in for firm culture | partnership: competence is just the foot in the door | are you partner material? maybe not
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

our fourth “c,” conversion, has flirted with being the top answer from respondents in the passport to partnership study and has featured in over 80 percent of all firms interviewed as to what makes a senior manager stand out as a potential partner.
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why shared values are important

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happy multi-ethnic business team with thumbs up in the officebe specific to help everyone walk the talk.

by august j. aquila
what makes a great partnership

after trust, the second building block for a successful partnership is having shared values. it does not mean that partners are clones of one another, but partners agree upon the firm’s shared values, on how they are going to treat each other, the clients and the employees. shared values are what bring a group of individuals together to achieve something that they could not achieve individually.

more on great partnerships: great cpa firm partnerships begin with trust | are you driving your best partners crazy? | 7 warning signs for your firm | the checks and balances your firm needs | don’t weed out the roses | back to basics: 25 ways to grow your practice | 3 ways to halt a poor leader | 8 questions that staff ask in a merger
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the concept of core or shared values gets a lot of press and most professional service firms’ websites promote their core values to prospects, clients and recruits. but, like so many management ideas that are on the soft side, shared values are often more talk than reality.
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communicate your worth and value

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search for valueput it all together for both clients and coworkers to see.

by martin bissett
passport to partnership

an advisor is trusted when they can show that they

  • took responsibility for their end of the bargain in the client engagement,
  • educated the client of their responsibilities,
  • offered prompting and assistance throughout but then allowed the client to ultimately govern themselves in terms of following through on their commitments.

more on the passport to partnership: 5 ways to evaluate your communication | why communication matters so much | 3 questions to evaluate your firm culture | competence: more than technical skills | are you partner material? maybe not
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this then empowers the advisor to make a commercial decision when the client now faces the consequences, as to whether they want to communicate even more assistance to make things all better for the clients and gain huge appreciation and emotional capital.
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great cpa firm partnerships begin with trust

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chemistry formula partnership science_1000009273-120613intand the 7 other key ingredients in the cpa firm success formula.

by august j. aquila

great partnerships are like great love affairs. there needs to be chemistry. after more than 36 years of consulting with large and small professional services firms, i’ve seen all sorts of chemistry. some partnerships were almost toxic, most were tolerable and a few were great. let me share my observations about great partnerships and how they got that way.

more on great partnerships:  are you driving your best partners crazy?  |  why ‘walking together’ is so important  |  the 4 best ways to use pre-retirement partners  |  7 warning signs for your firm   |    6 ways to pay partners  |  work together better in 11 steps  |  the checks and balances your firm needs  |  how to build a better firm through teamwork  |  drop politics, be accountable  |

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

many new firms, and some longtime firms, unfortunately, don’t give a lot of thought to “what makes a great partnership?” their main concern is survival. but the sooner a firm starts focusing on what makes it a great partnership, the better off it will be.

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what partnership gets you (and doesn’t)

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now or later keys shows delay deadlines and urgencyalso: the eligibility, costs, obligations and benefits of partnership.

by marc rosenberg

sometimes partners ask for more than they reasonably should expect. here’s a rundown of what a partner is and is not entitled to:

more on partnership: equity vs. non-equity partners | new partner vs. manager: what’s the difference? | research results: how firms pay new partners | keys to bringing in new partners

 

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

a partner is entitled to:
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30-item checklist: getting people to listen to you

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7 businesspeople in meeting

lessons in effective communication for partners and wanna-be partners.

by martin bissett
passport to partnership

the passport to partnership study collated a number of responses in a conversational style.

more on the passport to partnership: 3 questions to evaluate your firm culture | competence: more than technical skills | partnership: competence is just the foot in the door

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

a couple examples really stood out as the first steps in effective communication: read more →

why communication matters so much

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two businessmen talking at officethe experts weigh in. hint: it’s not about you.

by martin bissett
passport to partnership

what does communication mean at the partner level?

more on the passport to partnership: 5 ways to get buy-in for firm culture | competence: more than technical skills | partnership: competence is just the foot in the door

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

ask yourself and answer these questions when considering the current and future communication tactics that you’ll employ.
read more →