Practice news November 2012

Practice

How Baker Tilly Successfully Approached Social Media

Baker Tilly tailors accounting and advisory services to more than ten industries, so when the time came to develop its approach to social media, it was clear that a one-size-fits-all strategy wouldn't work.
Practice

Recruiting Top Talent Where They "Live"

If you're looking to recruit anyone with a sense of adventure or fun, especially Gen Xers/Yers, the best thing you can do is highlight the personal (read: non-accounting) side of your firm and do it where they "live."
Practice

Grow Your Business with a New Focus on Healthcare

Most CPAs and wealth management providers would love to find a way to grow their businesses in a sustainable manner. One solution we don’t often think about is right in front of our noses – especially now, as cold and flu season has arrived.
Practice

Five Tips to Ensure Success During this Busy Season

Ever wonder what separates the most successful CPAs and financial advisors from the pack? Many industry-leading firms attribute their success to their ability to get the most out of year-end planning meetings and tax-season meetings with their clients.
Practice

How My Financial Plan Saved My Life

Personal financial planning is nothing less than taking total personal responsibility for one’s life and to make and honor important promises to the people one loves. 1st Global Chairman and CEO Tony Batman shares how, during an epic battle against Stage 3 cancer, having a complete financial plan in place helped save his life.
Practice

Sell the Dream, Not the Data

It's easy to see the power of emotion in purchases like cars and jewelry. But in the tax and accounting world, purchasing decisions are made based on hard numbers and data, not emotion. Right? Not necessarily.
Practice

Do Your Partner Agreements Include These Six Key Provisions?

I continue to be amazed at the number of firms that have no partner agreements at all or haven't made revisions in many years. Remember, their primary purpose is to protect the firm and define the relationship between the firm and each partner.
Community News

Company Announcements: Week of November 26, 2012

Following is the latest roundup of community news for the week of November 26, 2012.
Practice

Market Your Firm by Improving Your Website

An accountant's website must be more than a glorified business brochure. Ongoing improvements to a website will keep it fresh for new prospects and continually interesting for existing clients.
Community News

Company Announcements: Week of November 19, 2012

Following is the latest roundup of community news for the week of November 19, 2012.
Practice

Survey: Midmarket Execs Weigh In on Entrepreneurialism

Despite challenges, such as a weak economy and tax and regulatory challenges, 35 percent of companies have become more entrepreneurial, benefiting from greater productivity and profit margins.
Practice

One Bad Apple: Managing Poor Performers

Managers asking themselves, "Where does the day go?" may now have an answer. CFOs recently surveyed said that, on average, supervisors spend 17 percent of their time overseeing poorly performing employees.
Education & Careers

Women's Initiatives: Lame or Legit?

My male boss wanted me to coordinate a "women's initiatives" panel for a group of managing partners across the United States, Canada, and Mexico who are part of our association. I rolled my eyes. I couldn't help it.
Practice

Drilling Down on the Dental Niche

In this interesting Q&A, Andrew Rose, Naden/Lean LLC’s director of Marketing and Business Development, talks about some specifics to managing a dental niche practice, his firm’s sweet spot, and how social media has changed the game.
Community News

Company Announcements: Week of November 12, 2012

Following is the latest roundup of community news for the week of November 12, 2012.
A&A

International Fraud Awareness Week

Hundreds of organizations worldwide have partnered with the Association of Certified Fraud Examiners (ACFE) to participate in International Fraud Awareness Week, November 11-17 to promote antifraud awareness and education.
Education & Careers

SYNERGY Conference Previews Technology, Business Models

A future with dramatically less paper, more collaboration, and ubiquitous mobile connectivity was the key vision outlined by Jon Baron during his opening keynote at the 2012 SYNERGY Users' Conference.
Practice

CCH User Conference: Collaboration Is the Name of the Game

The accountant is no longer merely a number cruncher. The opportunity, if you choose to accept it, is to be a collaborator with your clients, a partner in planning, a guiding light, a seer, if you will, who reads the future in the numbers.
Practice

Ditch the Mistletoe - Avoiding Sexual Harassment Charges

For many companies, the end of the year means planning an annual holiday party. But beware - if employees cut loose at a company-sponsored function, it can lead to sexual harassment charges.
Community News

Company Announcements: Week of November 5, 2012

Following is the latest roundup of community news for the week of November 5, 2012.

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