Strategy Driven

APRIL 4, 2017

Advisors can step in and create processes which will make sure the company hits its goals. Things such as ROI or ACV and CPA are the sections which need monitoring. Asking for help isn’t a sign of weakness – it’s one of strength. A business that doesn’t track the numbers is one that is going to fail.

CPA 51

CPA ROI Tactics Marketing Strategy 51

Women on Business

MAY 10, 2012

A wonderfully forgiving business manager of mine had to stay up to the wee hours of the morning compiling a binder that would rival any encyclopedia collection with sources for a business plan I once wrote. Having the supporting documents for every claim prior to meeting will help speed up the process and increase your chance of success.

Finance 180

Finance Document Follow-up Banking 180

Harvard Business Review

OCTOBER 22, 2012

As an idea, strategic intent is about setting a bold and ambitious goal, out of all proportion to a firm's current resources and capabilities. In accounting, we always argued that "realistic" goals are the best, since they are achievable and as such are better motivators. I've even contributed to this literature on goal setting.

Goal 9

Goal Prahalad Hamel CPA 9

Harvard Business Review

JANUARY 18, 2016

The goal should be to address legitimate concerns while foiling spurious objections. ” Goehner’s answer drills down to the heart of the matter: the disproportionate effect of the CPA profession’s culture on partner-track women. ” Focus on shared goals, not winning this argument.

Project 8

Project CPA Metrics Proposal 8

Harvard Business Review

MARCH 20, 2018

Entry-level employees learning the ropes garner more than their share of managers’ time, and those transitioning toward retirement pull executives’ focus by necessity as they work to develop succession plans. For many managers, the problem is seeing those employees through to the other side.

Career 12

Career Crisis Mentor CPA 12

Joseph Lalonde

MARCH 14, 2018

I adore my CPA and bookkeeper and we strive to be generous with what we have. I have found that with self-awareness comes clarity about my goals and vision for my life. They can focus on the goals they have set before themselves and not get distracted by the noise of the world. It’s massively life-giving to our marriage.

Succession 316

Succession Self-aware Learning-by-Doing Follow-up 316

Harvard Business Review

AUGUST 29, 2018

A well-respected HR manager in the public sector, leading his own recruitment team and earning a decent salary. If your new career would pay you 90% of what you make in your current gig, then you can probably manage the transition by reducing what you spend on groceries, canceling your cable TV service, or forgoing meals out.

Career 12

Career Budgeting Short-term Planning 12

Miles Anthony Smith

NOVEMBER 7, 2019

The answer to that depends on your goals, budget, etc., They somehow manage to engage with their audience consistently by constantly putting out articles, infographics, or anything of value, not just in content marketing but also in sales. Another piece of advice is to set measurable goals. 1) That more is better.

Marketing 105

Marketing Content Audience Brand 105