The first person you have to manage every day is you. You want to be in a strong position at work. You want to take charge of your role in every relationship with every boss. It's just that there are so many factors beyond your control at work.
What’s the No. 1 goal of CPA firms everywhere? To attract more clients and then retain them for decades. But, because many services CPA firms provide must meet rigid requirements and standards, the level of service that clients receive in these areas often is the same from firm to firm.
Five Star Client Service is a client service methodology. Recovery is the final component in the Five Star process, following: connecting, taking the order, delivering the order, ascertaining satisfaction, and offering dessert.
I hear it all too often from the old guard who are retiring: "I'm worn out," or "I'm too old for all of these techy changes," or "Developing the next set of partners for our firm is just too time consuming."
Are you working in an organization where managers help employees develop goals to be more productive? Do employees at your workplace believe that company-developed goals help them become more productive?
If financial executives could get one thing off their plates, it would be administrative tasks, according to a recent survey by Robert Half Management Resources.
High Impact Excel: Pivot Table Edition
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.