Tax & Accounting Blog

Getting Everyone on Board

Getting Everyone on Board

Whether you’re replacing a staff member, bringing on seasonal help or expanding your practice, it’s important to make sure every new employee has all the necessary skills to succeed. Unfortunately, not every firm appreciates the value of a strategic onboarding plan or how critical it is to provide ongoing training to team members. “The vast … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More

Are You Really Listening to Your Clients?

Are You Really Listening to Your Clients?

Sometimes, the best business insights come directly from those you serve. In order to truly hear your clients, though, you need to actively listen. This is a skill. It takes practice. Sometimes, you even have to “listen between the lines” because your clients may ask for one thing, but really want another. Consider this example. … Read More

Can Collaborative Management Work at Accounting Firms?

Can Collaborative Management Work at Accounting Firms?

If you’ve worked in the accounting profession long enough, your understanding of the pathway to equity ownership includes working long hours, over many years, with the goal of being asked to buy-in as a partner. After all, the next generation should have to work the same way you did to reach the top, right? Wrong. … Read More

Accounting Career Development: 3 Ways Accounting Firms Can Develop and Retain Employees

Accounting Career Development: 3 Ways Accounting Firms Can Develop and Retain Employees

When it comes to activities that aren’t easily measured in ROI, many of us in the accounting profession have a hard time justifying time spent. If your firm is like most, offering employees services they’ll truly appreciate — such as accounting career development — often fall to the bottom of the to-do list. But, if … Read More

Accounting Trends: What Will New Accounting Clients Want from Your Firm?

Accounting Trends: What Will New Accounting Clients Want from Your Firm?

Right now, life in the accounting profession is good. Growth trends are on an upswing with accounting market employment up more than 4% over last year and steady revenue growth since 2011. We’ve rebounded from the recession and are starting to gain confidence again. Time to sit back and relax, right? Wrong. I’m starting a … Read More