Author Archive | Rita Keller

Considering Merging-Up? It’s Not a Bad Thing

Did you ever notice that when CPA firm leaders are talking about merging-in another firm it’s the best thing since sliced bread? Did you ever notice that when CPA firm leaders are talking about being merged-in/acquired, it’s sad, it has a tone of being defeated? Being acquired, by the right firm, can be a positive, […]

Continue Reading

MORE ON STRATEGIC PLANNING FOR CPA FIRMS

I’ve been posting about strategic planning quite a bit lately.  The reason is because I have been working with several clients recently on their strategic plans.  Also because I want you to DO SOMETHING yet this year if you have not already established your strategic action plan for 2011 or revisited and revised the one […]

Continue Reading

USING TECHNOLOGY FOR CLIENT SERVICE

Think about FedEx or UPS.  Isn’t it great to track your order on-line?  You know exactly when it is going to be delivered to your home or business.  If you have done this, you know that sometimes it takes many detours to reach you.  Of course, UPS has an app for that! So, does FedEx. […]

Continue Reading

CPA FIRM CULTURE

Why are some firms able to bill every day because everyone has their time entered by 9 a.m. each morning? Why, in some firms, do all new college hires pass the exam within two years of their start date? Why is utilization and realization rarely problems at some firms? When a client needs help in […]

Continue Reading

Emerging From The Recession

A post by Rick Telberg on CPA Trendlines grabbed my attention:  An astounding 85 percent of growth leaders entering into a recession will emerge weaker, according to new research.  Only 9% come out stronger. So what did the Harvard Business School researchers determine relating to the 9%?  They carried out a careful balance between cutting […]

Continue Reading