How to Find Great Tax Clients

Posted by & filed under Accountant.

How to Find Great Tax Clients

Like most CPAs, tax preparation is probably the bread and butter of your business. Making the most of your time and energy is crucial if you want your business to be as profitable as possible, and your time to be well-spent. Collecting and retaining tax clients is vital towards that end. It’s still only June,… Read more »

Why Tracking Billable Time Is the Roadblock to Financial Success in Accounting

Posted by & filed under Accountant.

Why Tracking Billable Time Is the Roadblock to Financial Success in Accounting

Times, they are a-changin’. Actually, they’ve been a-changin’ for some time, now. Many other industries have caught up, but the accounting and finance world, surprisingly, has been slow to evolve. Time-based billing has been the dominant billing method for accounting firms for years, and firms are slow to give up this process. But an ever-increasing… Read more »

Managing Employees Doesn’t Have to Be a CPA’s Worst Nightmare

Posted by & filed under Team Management.

Managing Employees

According to INSIDE Public Accounting 2017 National Benchmarking Report, professional staff turnover is down in firms of all sizes, with a national average of 12.4%. That’s down from the previous year’s numbers, where the largest firms averaged 17.2%, and one in five experienced turnover rates above 20%. So, what’s different? It seems as though accounting… Read more »

Recruiting Expert Reveals How to Attract 50X More Qualified Job Applicants

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth, Team Management.

more qualified job applicants

Jeff Phillips, founder of Accountingfly and publisher at accounting blog, Going Concern, has been in the recruiting business for over 20 years. He’s about to reveal how to attract 50X more qualified job applicants. Because, in today’s firm, keeping your best staff is harder than ever before. Demand exceeds supply causing turnover issues. In this… Read more »

Workflow Basics for the Accounting Firm

Posted by & filed under Workflow Excellence.

Workflow Basics for the Accounting Firm

Overlooked, underdeveloped, yet when growing your business, workflow is the foundation on which success is built. It sounds basic and maybe even simple, yet when growing your business, your firm is not fit to grow unless you have the workflow in good order. With each success and each milestone, your business grows. Referrals pour in,… Read more »

How to Retain Millennial Accountants in Today’s Firms

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Team Management.

retain millennial accountants

Deb Defer, the Managing Director of Business Services and Outsourcing at BDO, sees how hard it is to retain millennial accountants in today’s fast pace society. The older generation blames the millennials, millennials blame the older generation. It’s a back-and-forth battle that may not end for another decade or two. Deb isn’t here to make… Read more »