Recruiting & Retention
How Marketers Can Support DEI in Their Accounting Firms
Diversity comes in many forms. Race, gender, identity, experience, age, religion, orientation are all areas that are easily homogenized and easily overlooked. When it comes to tackling this topic in accounting firms, diversity, equity, and inclusion (DEI) efforts are not one-size-fits-all and they require a multi-faceted approach. So, before we jump in, let’s define…
Read MoreEnsure Continued Growth in Your Accounting Firm
The Winning is Everything (WiE) conference is an excellent opportunity for firm leaders and business partners to broaden their network and share business development concepts. Celebrating their 20th anniversary, the folks at WiE promised to provide “comprehensive content designed to evolve firms from the top down.” Without exception, the presenters delivered, inspiring the change and…
Read More4 Bold Ideas for Growth from AICPA ENGAGE
Conference season is a great time to meet with the boldest and brightest minds in our profession. AICPA ENGAGE 2019 was no exception. This year, conference speakers wowed me with their ideas around accounting firm innovation, growth, and evolution. Below is a snapshot of my top takeaways with some practical advice. Recruitment In her…
Read More5 Trends That Will Shape Growth for Accounting Firms in 2019
Offering CPAs the best practical advice requires our team to keep an eye on what’s happening inside and outside the profession. In our constant endeavor to identify the trends that will influence growth for accounting firms, we’re looking at everything from staffing to management, technology to client service, and of course, marketing and business development.…
Read MoreAsk Better Questions, Get Better Engagement
Never ASSUME, because when you ASSUME, you make an ASS of U and ME. This catch-phrase was popularized by writer Jerry Belson in the 1970s sitcom The Odd Couple, and its message is truer today than ever before. In a world that demands instant answers and has little patience for the Socratic method, asking good…
Read MoreThe Importance of Individual Huddles
Chances are you’re pretty familiar with the concept, but in case you aren’t, a one-on-one (1:1) is a 30-60 minute meeting between a manager and their employee that is held weekly or bi-weekly. The purpose of these huddles is to connect with your employee and collaborate on items that require focused attention. In football, the huddle is…
Read MoreKey Conversations that Retain Employees
“This article was originally featured on the CPAsNET website” Employee retention is something every accounting firm faces, and is critical to firms that are focused on succession. While every person in a CPA firm may not be partner material, they all play a role in the firm’s long-term success. No matter what, talent retention should…
Read More4 Tips for Onboarding Your Marketing Professional
Hiring a marketing professional for your CPA firm is a big step that proves a growth focus in your firm. Hiring the right person for the job may have seemed like the challenge, but the fun really starts when you need to create goals and identify training to assist them in their role. We commend firms…
Read MoreAre Your Listening Skills Killing Employee Retention?
We hear it all the time – people leave their managers, managers leave their firms, firms lose talent. This cycle is nothing new, but accepting it as inevitable doesn’t have to be the status quo in your accounting firm. We’ve spoken with CPAs all over the country, and when it comes to retention, a common…
Read More4 Tips to Enhance Your Job Description and Attract the Ideal Candidate
“This article was originally featured on the CPAsNET website” Often overlooked, job descriptions play an important role in attracting the ideal candidate. A mediocre job description will send the wrong message and attract the wrong candidate. We work closely with our member firms to help them enhance their recruiting efforts. Here are a few best…
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