Long known for our inability to communicate effectively either orally or verbally (yes there is a difference) as accountants we’ve found new facades to hide behind. Our communication with our clients is typically limited to brief general conversations, and written communications mandated by professional standards, such as engagement letters. The email / text message / voice mail have supplemented the traditional letter facilitating the anonymity so many in our profession seem to prefer, with the frequent result being misunderstanding or no understanding at all. Read more…

In the years since I began practicing, our profession has changed radically.  I do not want to sound like my parents and grandparents who lamented the passing of the nickel candy bar, 1 cent stamps, and walking to and from school ( up hill, both ways in the snow of Southern California), but are we progressing or regressing in terms of advancing the profession of public accounting and making it an attractive career?  What are the underlying currents that influence or even drive change? Read more…

Last week we were informed we had been selected by Accounting Today as one of the top accounting firms  to work for in the United States.  I understand there will be an article published in January, 2009.  How did we go from being a firm that had the universal difficulty of other accounting firms – attracting and retaining top talent – to being named to such a prestigious club in four years?: We changed our business philosophy, and consequently our overall approach to providing service, after following the traditional accepted approach for 25 years. Read more…

If not, then why do you think you can do your own marketing effectively?  If your firm is like most firms, you periodically find yourself in need of legal representation, investment advice, insurance analysis, etc.  In most cases, you will retain a professional to help guide you.  We’ve had great counsel from many sources over the years, yet for many years when it came to one of the most fundamentally important functions critical to our healthy growth – marketing – we did it ourselves.  And not particularly well.

Simplistically there  are three aspects to a successful growth plan from a marketing perspective Read more…

Just read Michelle Golden’s post on sending out mass mailings.  I thought it was very funny, and says so much about why we are so turned off by most of the mail we get today.

But most of all, I thought it also shows the value of criticism.  I read the other day, that the best thing you can hear as a company is a criticism, because that’s when you have the chance to improve.  If you never hear them, you can never get better. Read more…

Recently, Bob Nugent the Chief Financial Officer for Scolari’s Markets, a chain retail grocer in Northern Nevada and one of our favorite and most valued clients, gave our firm a compliment that created a HSD for me. (HSD is the acronym for High Satisfaction Day – a phrase I first heard from author Ron Baker.) We had recently completed several projects for Scolari’s, which had involved several of our team members. Bob, not known for lavishing unsolicited praise in the thirty years I’ve known him, told me how impressed he was with the knowledge, professionalism and service level he had received from our associates. Read more…

Coming from the marketing side of our firm I spend some of my time browsing other firms sites to see what they are doing different, what information they have put on their sites, how they update them, etc. What is very interesting is that almost all of them have one thing in common, “They are different!” Different from the typical accounting firm. Read more…