when to ignore a white lie: a cautionary tale

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

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

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

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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accounting industry sets new hiring record

cpatrendlines jobs report tiltvolatility in payroll sector keeps rolling.

by 卡塔尔世界杯常规比赛时间

payroll hit a new high in hours worked even as hourly wages continue to slide, according to new 卡塔尔世界杯常规比赛时间 research. for payroll staff, numbers and hours are up at about the same rate that wages are down. meanwhile, women keep making huge gains.

in this report, 卡塔尔世界杯常规比赛时间 highlights:

  • current hiring trends in each of the bookkeeping, payroll, tax, and cpa segments of the industry.
  • average hourly wages for key segments.
  • typical hours worked per week, and
  • trends concerning women in the accounting workforce.

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

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communicate your worth and value

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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30-item checklist: getting people to listen to you

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 →

when staff accountants don’t want to supervise

ed mendlowitz cpa the practice doctor q and ayou have 4 choices.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a key staff person who does not like supervising people. he says he can do everything faster and better than anyone else and doesn’t want to take the time to teach someone who, he says, won’t do it as well. he is a workhorse and spends anywhere from 50 to 60 hours a week all year round. what do i do?

more practice doctor q&a: managing partners should drop their book of business | what’s lousy, the client or your approach? | not the mp, still a ‘managing’ partner | checklist for running a practice | hate meeting people? try improv (no joke) | help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | how to sell your practice  |

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

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why communication matters so much

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.
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the 44-point staff performance evaluation checklist

ed mendlowitz cpa the practice doctor q and ahow well would you score?

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you have a staff evaluation checklist?

more practice doctor q&a: managing partners should drop their book of business | rule #1 for how to get everything done | too much paper, too many drives | 34 ways to make more money | why this help wanted ad is all wrong | why credentials are worthwhile | i made partner, now what? | why gross is the method for pricing a practice

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

answer: i did not have a checklist of attributes that are looked at in evaluating staff performance, so i prepared one…
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best practices for one-on-one communication

4 winning habits of top accountants.

component parts of how the other person perceives your in-person communication
component parts of how the other person perceives your in-person communication

by martin bissett

i’ve had the benefit of meeting, speaking and observing hundreds of very successful and unsuccessful partners over the last two decades and there is indeed a set of differentiating factors that set a partner apart from the chasing pack.

more on the passport to partnership: 3 questions to evaluate your firm culture | learn to read your firm’s culture | 5 ways to get buy-in for firm culture | competence: more than technical skills | experts advise what partnership takes | partnership: competence is just the foot in the door | are you partner material? maybe not

here are the four “best-selling behaviors” that i’ve observed:

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7 levels of communication management

chart showing passport to partnership's 7 levels of communication management4 reasons that senior managers struggle.

by martin bissett

ultimately, when we have to interact with clients, subordinates, superiors or peers, the questions are always the same: who do i need to deliver this information to and what approach would they respond most favorably to?

more on the passport to partnership: 3 questions to evaluate your firm culture | learn to read your firm’s culture | competence: more than technical skills | experts advise what partnership takes | partnership: competence is just the foot in the door

in arriving at “communication” we come to the most intangible of all the components to obtain a “passport to partnership.”
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tax & accounting industry charts 4% annual growth rate

cpatrendlines jobs report tilt
click to join the survey, get the updates.

one big exception in the million-person workforce: payroll agencies.

today’s best new recruiting & retention strategies?
join the survey, get the answers.

by 卡塔尔世界杯常规比赛时间

want to work 4.2 percent longer but make 8.2 percent less? no? then you probably should avoid a payroll staff position, according to new 卡塔尔世界杯常规比赛时间 research.

women continue to make gains, even hitting double digits in one sector.

the tax and accounting industry’s latest gains mark the 41st month in a row of year-over-year employment expansion, the longest continuous growth streak since the 45-month period that ended october 2008 with the global banking collapse. before that, the longest uninterrupted expansion lasted 93 months, ending september 2001 with the attacks of 9/11.

magid
magid

among those firms expanding their rosters, they’re hiring at the five-person magid stroud accountancy corp., near san francisco.

magid stroud principal sandy magid tells 卡塔尔世界杯常规比赛时间 he’s “seeking qualified applicants, one a seasoned tax-oriented manager and the other a semi-senior.” magid will even kick in a “contribution to your favorite charity if you refer someone whom we hire.”

noeldner
noeldner

he adds, “we emphasize a team approach to all projects, provide a lot of life-work balance, and provide individually based continuing education.”

they’re hiring in grand rapids, mich. administrative assistant stephanie noeldner tells 卡塔尔世界杯常规比赛时间 that 15-person baker holtz is looking for new people. “i have a job that challenges me and i enjoy,” noeldner says. “i love the people i work with and i work for an amazing company that appreciates their employees.”

adams
adams

and they’re hiring in ridgeland, miss. at 30-person matthews cutrer & lindsay, audit manager shannon adams says, “i’ve been with my company since i graduated college. the top management at my company has been actively involved in helping me succeed in my goals and has given me the support i need. my firm appreciates its employees and values them and their families.”

in this report, 卡塔尔世界杯常规比赛时间 highlights:

– current hiring trends in each of the bookkeeping, payroll, tax, and cpa segments of the industry.

– average hourly wages for key segments.

– typical hours worked per week, and

– trends concerning women in the accounting workforce.

read more →

5 ways to measure partner potential

learn to read your firm’s ‘cultural blueprint.’ptp_2ndc

by martin bissett
passport to partnership

what conclusions can you draw from your knowledge of how the promotion system works in your firm that you need to keep in mind?

more on the passport to partnership: 3 questions to evaluate your firm culture | learn to read your firm’s culture | 5 ways to get buy-in for firm culture | competence: more than technical skills | experts advise what partnership takes | partnership: competence is just the foot in the door | are you partner material? maybe not

in terms of firm culture, you need to understand the four navigational points of the compass:

  1. who do i need to stay on the right side of?
  2. what are the unwritten rules in my firm?
  3. whose opinions can be trusted?
  4. what really impresses the partners?

and here’s a five-part analysis to see how you measure up:

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