Make this year’s retreat meaningful & productive!

Posted on April 5, 2012 by steve

Get everyone on the same page for increased profitability, accountability and efficiency This is the time of the year when firms start planning their retreats and firm meetings. Following are a few ideas to help you with this process. Focus … Read & Comment →

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Talk to Your Clients about Your Fees

Posted on February 10, 2012 by steve

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 … Read & Comment →

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How do you get on top of tax time?

Posted on February 10, 2012 by steve

Have you got a strategy you employ during tax time to stay organized, energized and balanced? It’s important to remember to take care of yourself – and your family – during this stressful time of year.  Nothing, really, is more … Read & Comment →

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More on accountability in accounting…

Posted on January 30, 2012 by steve

Just wanted to share the latest . . . Engineered Tax Services picked up an article and published it. I really appreciate when the greater accounting community “gets” my approach and shares it with their clients. Click to read the … Read & Comment →

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Partners Get on the Same Page!

Posted on January 26, 2012 by steve

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 … Read & Comment →

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2012 Can be a Great Year!

Posted on January 5, 2012 by steve

The choice is yours. During this time of year I tend to reflect on my life and develop plans for the future and I imagine that many of you are doing the same so I thought I would share some … Read & Comment →

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Accountability, Efficiency and the Quest for the Perfect Public Accountant

Posted on December 15, 2011 by steve

“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 … Read & Comment →

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A Great Read!

Posted on December 14, 2011 by steve

I just finished That Used to Be Us by Thomas L. Friedman and Michael Mandelbaum. It is one of the best books I have read over the past few years and stimulated much thought concerning the USA’s current economic situation … Read & Comment →

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3 Critical Targets for the Accounting Profession in 2012

Posted on December 1, 2011 by steve

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 … Read & Comment →

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It’s Time to Rethink CPA Firm Staffing

Posted on November 17, 2011 by steve

I have been giving quite a bit of thought to the cost/price squeeze facing many CPA firms. Salary and benefit costs are at an all time high as a percentage of net revenue and profit margins have been decreasing for … Read & Comment →

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