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Building a Pipeline for CPA Firm Success - Accountingweb.com

Building a Pipeline for CPA Firm Success - Accountingweb.com | Accounting | Scoop.it
Accountingweb.com
Building a Pipeline for CPA Firm Success
Accountingweb.com
Success, for a practitioner in a busy CPA firm, requires the ability to handle multiple tasks effectively.

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Five Reasons Accounting Firms Need More Diversity at Partner Level

Five Reasons Accounting Firms Need More Diversity at Partner Level | Accounting | Scoop.it

According to recent surveys by the American Institute of CPAs, there has been a noteworthy increase in the number of traditional minority members and partners at U.S. public accounting firms. According to a new study by accounting association BKR...

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Diversity has been a growing concern for some time, read 5 reasons why it needs to be implemented at the partner level.

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The Leading CPA

The Leading CPA | Accounting | Scoop.it

There s been a shift in our industry over the past 20 years to commoditize mainstream accounting services.

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Read for 6 invaluable tips on the customer service aspect of the CPA profession.

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4 Critical Trends for Wealth Management: Online Integration & More

4 Critical Trends for Wealth Management: Online Integration & More | Accounting | Scoop.it

Integrating online and in-person advisor experiences to keep up with the competition will be a critical priority for wealth managers, according to the report.

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Identifying trends is important for any market, read this article to see 4 trends in Wealth Management that may be helpful.

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Client-Advisor Relationships: A Fresh Approach

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Read this helpful article on what customers expect and how you can deliver.

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The Big Problem with Big Data for Big Accounting Firms | Going Concern

The Big Problem with Big Data for Big Accounting Firms | Going Concern | Accounting | Scoop.it
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Lately everything around us seems to be changing, read more to find out how even our auditing methods are changing.

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Six Strategies for Going Deeper to Engage Your People - The CPA Consultants' Alliance

Six Strategies for Going Deeper to Engage Your People - The CPA Consultants' Alliance | Accounting | Scoop.it
In the white paper CPA Firm Leadership:  Communication Drives New Possibilities produced by the CPA Consultants’ Alliance, the nearly 800 CPA firm team member respondents indicated that the two things most missing in their firm’s leadership were:...
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Millennials, Innovation and CPA Firms – Strange Bedfellows ...

Millennials, Innovation and CPA Firms – Strange Bedfellows ... | Accounting | Scoop.it
Tuesday, February 11th, 2014. Millennials, Innovation and CPA Firms – Strange Bedfellows. When I read a recent article (Fast Company) about the current beliefs of Millennials the phrase, “strange bedfellows” came to mind.
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Webinar: CPA firms -- are your talent management programs future ...

Webinar: CPA firms -- are your talent management programs future ... | Accounting | Scoop.it
How CPA firms can future-proof their organizations by understanding the trends impacting organizations today, and how to capitalize on them for competitive advantage.
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Wise Words: Seth Godin, “But what if I fail?” | Design Work Life

I love this recent short post from Seth Godin. It's the perfect thought for the beginning of the year when we're all contemplating new risks to take, projects to begin and changes to implement in both our personal and ...
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The truth behind CPA firm client satisfaction - Sageworks

The truth behind CPA firm client satisfaction - Sageworks | Accounting | Scoop.it
In the 2011 PCPS CPA Firm Top Issues Survey, retention of current clients showed up on every segment's top-five list, while it only made two groups' top five in 2013 (sole practitioners, and firms with 11-20 professionals).
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Ten Strategies for the Smaller Firm Facing Competition from Larger Firms – CPA Trendlines

Ten Strategies for the Smaller Firm Facing Competition from Larger Firms – CPA Trendlines | Accounting | Scoop.it
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If you're a smaller company struggling to compete, here are 10 strategies for you!

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For Wealthiest Clients, 4 Best Practices

For Wealthiest Clients, 4 Best Practices | Accounting | Scoop.it

For advisors to the wealthiest families, a new report suggests that it s not what you do that matters -- it s how you do it.

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How you serve your clients is just as important as what you do for them, read more to see some tips that could help you in the future.

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The wealth management industry at a turning point

The wealth management industry at a turning point | Accounting | Scoop.it
From changing client needs to new regulations and technologies, top leaders weigh in on where the industry is going
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Read more for some interesting opinions on the changing wealth management industry.

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The Client-Service Team as Competitive Weapon – CPA Trendlines

The Client-Service Team as Competitive Weapon – CPA Trendlines | Accounting | Scoop.it
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Your clientele is changing, read more to see how to adapt.

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Five Financial Advisor Marketing Activities You Must Master | Practice Management content from WealthManagement.com

Five Financial Advisor Marketing Activities You Must Master | Practice Management content from WealthManagement.com | Accounting | Scoop.it

Get active in executing these 5 financial advisor marketing activities and their mastery will be a major component of your success formula.

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5 must-have skills in the Financial Advising world.

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How Asset Management Firms Are Coping With Change: EY Survey

How Asset Management Firms Are Coping With Change: EY Survey | Accounting | Scoop.it
EY survey indicates that leading asset management firms are now implementing change at an unprecedented rate.
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Key market forces may cause unwanted change, read more to find out how to work through it.

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It’s about Management Depth, Stupid!

It’s about Management Depth, Stupid! | Accounting | Scoop.it
Quite often in a CPA firm, the term manager gets lost in the shuffle of accountability. (Not just CPA firms, but all business leaders should read: It’s about Management Depth, Stupid!
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How to Make Good Decisions as a Team

How to Make Good Decisions as a Team | Accounting | Scoop.it
There's something about putting a bunch of people together -- however competent they may be individually -- that generates redundancy, friction and confusion.
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3 Types of Leaders Who Never Succeed

3 Types of Leaders Who Never Succeed | Accounting | Scoop.it
Do you rise again and again to the very edge of success, only to fall back down? You may be guilty of one of these leadership styles.
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Is Your Advisor Compensation Model Incentivizing or Hindering your ...

Is Your Advisor Compensation Model Incentivizing or Hindering your ... | Accounting | Scoop.it
When I recently met with Mark again, I was initially surprised to find out that his firm's asset levels were barely above what they were in our original meeting! Even worse, the vast majority of the new assets that had come in ...
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