Thursday, August 27th, 2009
ARE YOUR DUCKS IN A ROW?
Soon it will be September. Have you spent a significant amount of time during the last four months inspiring your people and positioning your firm for the future?
Soon it will be September. For many firms that means marketing season is beginning. It is that final countdown to the end of the year when many firms actually get around to putting more focus on identifying, attracting and attaining new clients.
Soon it will be September. Have you toyed around with a merger/acquisition candidate and now it’s time to get serious?
Soon it will be September. Will you spend the next two months in a mini-tax season frenzy to get procrastinated tax returns out the door rather than on developing and implementing a program for memorable client service (the #1 MAP issue is client retention)?
Soon it will be September. Did you have your annual retreat earlier this year? Many firms did. How are you progressing with the action plan? Is someone holding YOU accountable?
Soon it will be September. Do you have your ducks in a row?
Act now! Set aside a day – How about September 16th? Gather your key thought leaders and PLEASE do an action plan for the coming months. Banish complacency! Embrace change! Be rigorous and fast!
Soon it will be September. Do your staff members say this about your firm’s leadership? “They LOVE change and are quick to take action.”
If you need ideas or assistance let me know.
- "The world is a dangerous place, not because of those who do evil, but because of those who look on and do nothing."
[...] I did a post last August that I believe applies to this time of year – – every year – – inside a CPA firm: Soon it will be September, are your ducks in a row? [...]