How to lead successful growth and change in a CPA firm. This column –which is a case study of sorts- was written in cooperation with Robert Siegfried Jr., CPA who is the CEO and Founder of The Siegfried Group – a leading, national CPA firm. Rob has created an incredible firm in a relatively short […]
Month: August 2017
Starting or Buying an Accounting Practice? Get Family Support First
The early years of starting or buying an accounting practice will take a big time commitment, but the flexibility is great once you get past the start-up phase. By being your own boss, you have the opportunity to choose the lifestyle you like. This does not mean that you will not have to put in […]
Channeling Your Frustrations into Something Positive
Channeling Your Frustrations into Something Positive On our weekly call this week, Brannon was asking us about our biggest win from the previous week. Mine came from a situation that had started out very badly. I was working with some clients and things were moving in a very wrong direction. I spent some time […]
Who in Your Accounting Practice has Veto Power?
Who in Your Accounting Practice has Veto Power? An often overlooked aspect of accounting practice ownership structure is how powerful the Veto can be. The Veto is often underestimated. It’s important to keep this key power in mind when setting up a firm’s ownership structure. Partners can be very collaborative as long as decision […]