Great Leadership By Dan

NOVEMBER 30, 2011

If I’m doing a session on succession planning for CPA firms, then I’m at least going to take the time to interview a few CPAs and look up some good accountant jokes. Plan – and rehearse your presentation to ensure there is time for 10-15 minutes for questions at the end. it’s not a sales presentation.

Tips 233

Tips Conference How To Participative 233

Six Disciplines

AUGUST 1, 2011

The businesses that come to Six Disciplines looking for a solution to their problems are just like yours: They've gone to the planning retreats. Their Six Disciplines business coach very quickly becomes a trusted advisor relationship that last s - very similar to the relationships you already have with your CPA, your attorney, or your banker.

Newsletter 98

Newsletter Execution Strategy CPA 98

Six Disciplines

AUGUST 1, 2011

The businesses that come to Six Disciplines looking for a solution to their problems are just like yours: They've gone to the planning retreats. Their Six Disciplines business coach very quickly becomes a trusted advisor relationship that last s - very similar to the relationships you already have with your CPA, your attorney, or your banker.

Newsletter 82

Newsletter Execution Strategy CPA 82

Women on Business

MAY 10, 2012

Prior to approaching angel investors or investment groups do the following: Create your business plan. Your business plan should provide the reader with company information: who you are today, where you came from and where you are going in the next five years. Analyze your competition. Gather supporting documents.

Finance 180

Finance Document Follow-up Banking 180

Eric Jacobson

JUNE 7, 2013

Is one objective to finalize a business plan or marketing plan? Also, since my father was a CPA, he was always reading about new tax laws, so he taught me at an early age to stay up-to-date on my industry and trends. Before a mentee enters into a mentoring engagement what should he/she ask himself/herself?

Mentor 61

Mentor CPA Objective Long-term 61

Eric Jacobson

DECEMBER 15, 2012

Is one objective to finalize a business plan or marketing plan? Also, since my father was a CPA, he was always reading about new tax laws, so he taught me at an early age to stay up-to-date on my industry and trends. Before a mentee enters into a mentoring engagement what should he/she ask himself/herself?

Mentor 57

Mentor CPA Objective Long-term 57

Ron Edmondson

MARCH 12, 2019

I got it last week from a man who is a practicing CPA and a successful entrepreneur, but feels something is missing in his life. God’s plan for you may still be in the corporate world. If so – if that is His plan – He will provide the path in His time. It’s probably the question I get asked most often.

Arkes 44

Arkes CPA Discount Commitment 44

Strategy Driven

SEPTEMBER 11, 2018

If this is structured as a repayment plan over a defined period of time, you can still take any surplus profits for your personal use. Most importantly, your CPA should be more than just a number cruncher.

CPA 51

CPA Long-term Short-term Finance 51

Strategy Driven

AUGUST 5, 2020

Hiring the assistance of a certified public accountant (CPA) can save you a lot of time in the long run but might also make your business more profitable as well. Payroll services are an absolute money and time saver in the digital age, and no legal firm should consider hiring staff if they are still planning to do payrolls themselves.

Outsourcing 66

Outsourcing CPA ROI Stress 66

Strategy Driven

SEPTEMBER 21, 2020

Tax attorney, Steve Moskowitz, founded what would become Moskowitz LLP over 30 years ago, offering clients a full variety of services that include domestic, international, and criminal tax law representation, tax planning, and tax preparation of current and delinquent filings.

Supply Chain 66

Supply Chain CPA Real Estate Guidelines 66

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. What about the wide swath of employees who are in the middle of their careers?

Career 13

Career Crisis Mentor CPA 13

Strategy Driven

MARCH 13, 2019

Tax attorney, Steve Moskowitz, founded what would become Moskowitz LLP over 30 years ago, offering clients a full variety of services that include domestic, international, and criminal tax law representation, tax planning, and tax preparation of current and delinquent filings.

Supply Chain 57

Supply Chain CPA Real Estate Guidelines 57

Harvard Business Review

OCTOBER 22, 2012

I did my chartered accountancy degree in India (the equivalent of a CPA), got my doctorate in accounting at HBS, and was teaching financial and managerial accounting at Dartmouth's Tuck School of Business when I read the "Strategic Intent" article. According to them, the firm should expand its resource base to meet its ambition.

Goal 9

Goal Prahalad Hamel CPA 9

Harvard Business Review

JUNE 8, 2018

Therefore, companies see little value in disclosing the details of their current and planned projects in their financial disclosures, even if those disclosures can reduce the information asymmetry between investors and managers.

Report 8

Report GAAP Net Present Value CFO 8

Joseph Lalonde

MARCH 14, 2018

I plan distractions; I do not allow distractions to ruin my plan. The biggest takeaway is nearly everyone has an intentional plan for all seven areas. I adore my CPA and bookkeeper and we strive to be generous with what we have. I set goals and stick with my plan to achieve them. I go to sleep doing the same thing.

Succession 316

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

Eric Jacobson

JULY 19, 2016

She’s created and implemented successful marketing and branding initiatives for nonprofits including the Foundation for the Junior Blind, Exceptional Children’s Foundation, League of Women Voters of Los Angeles, and Brides for Good; and in the B2B financial sector for an insurance company and CPA firm.

Marketing 50

Marketing CPA Leadership Budgeting 50

Harvard Business Review

AUGUST 29, 2018

When Amanda planned to quit her teaching job, she knew the move to working part-time at a nonprofit would come with an approximate $30,000 reduction in her salary, based on an exploratory meeting she’d had with the organization’s leader. Create a Backup Plan. How can you build an emergency fund?

Career 13

Career Budgeting Short-term Planning 13

Miles Anthony Smith

NOVEMBER 7, 2019

Weidert Group Weidert Group’s planning process is deep and rigorous, focused on learning the perspective of our client's customers. Everything the Weidert Group learns informs the initial plans, from web improvements to SEO and social media strategy to editorial and content. Caylin White Have a plan! That Content is King!

Marketing 105

Marketing Content Audience Brand 105

Harvard Business Review

FEBRUARY 22, 2011

Instead, each possesses a wealth of user information to target ads to individual consumers on a cost-per-click (CPC) or cost-per-action (CPA) basis. Next time you're heading into a strategy meeting to develop your five-year plan, we think you may want to keep the dynamics above in mind.

CPA 15

CPA CPM Advertising Disintermediation 15

Leading with Trust

AUGUST 11, 2019

He’s not a CPA. They show good planning and problem-solving skills and they make sound, informed decisions. So, if trust is situational, how do we know when we can trust someone? They achieve goals consistently and develop a track record of success.

CPA 76

CPA Advertising Ethics Learning-by-Doing 76

Harvard Business Review

OCTOBER 30, 2015

According to the 2015 CPA-Zicklin Index of Corporate Political Disclosure and Accountability, half of the companies in the S&P 500 Index disclose some or all of their contributions of corporate funds to candidates, parties, and committees or have policies not to make such contributions. Question Three: How Do We Provide Oversight?

Politics 8

Politics Committee CPA Policies 8