Category Archives: Profitability & Performance

Talk to Your Clients about Your Fees

I thought the following 2010 article was worth repeating. During this busiest time of year it is very important that CPA firms focus on client service as a large percentage of client interactions will take place over the next few … Continue reading

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Partners Get on the Same Page!

Improve partner relationships and watch your firm performance and profits soar! I hear a very common concern from the employees in many firms that I have visited. “The partners are not on the same page. In fact many of the … Continue reading

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Accountability, Efficiency and the Quest for the Perfect Public Accountant

“We need more accountability in this firm”. “Our people need to be more efficient”. “When I was doing that job I always brought it in on budget. Why can’t they do the same”? Does any of this have a familiar … Continue reading

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3 Critical Targets for the Accounting Profession in 2012

Accounting firms worldwide will need to target several key issues in order to maintain viability in 2012: improve profitability, retain staff and clients, maintain quality and remain relevant in today’s marketplace. Reliance on the Financial Audit The audit product simply … Continue reading

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Five Steps to Improving Profits Every Month

How to get started… now. As a Practice management consultant, one of my leading objectives is to improve profits at CPA firms. Here are five ways you can get started today: 1. Drive monthly revenue and production goals by managing … Continue reading

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Honored to be honored, again!

Wow. This is pretty amazing. For the 8th year in a row, Inside Public Accounting as included me in their Most Recommended Consultants list! For the past six of those eight years, this recognition has been a remarkable group of … Continue reading

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Improving Accountability in Your Firm

Improving partner and staff accountability is essential in these economic times. I think many partners associate accountability with increased conflict and typically shy away from addressing the issues. As a result most accountability discussions take place after the fact when … Continue reading

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Profitability through Scheduling

This post goes with the September 8, 2011 Profit Points newsletter. (if you’re not subscribed to Profit Points yet… now’s a great time to start!) This issue we talk about Profitability through conscientious (and calculated) Scheduling   Contribution Margin Computation … Continue reading

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Mergers! Acquisitions! and Talent! oh my!

FOR IMMEDIATE RELEASE:CPA Firm Succession Needs to be Served Nationwide Industry Experts Steve Erickson, Robert Fligel & Philip Whitman Join Forces and form Erickson Succession Partners: CPA Firm Merger, Acquisition & Talent Strategies New York, New York ‐ July 11, … Continue reading

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Building Profitability in Your CPA Firm

Steve knows the barriers that keep firms from moving forward. He knows how to guide successful firms in building profitability.  It’s essential to create significantly greater value both in terms of current income and the ability to extract value atRead More > >

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