LIGHTEN-UP – IT’S THE WEEK-END – – TIME FOR REFLECTION

Saturday, August 28th, 2010

LIGHTEN-UP – IT’S THE WEEK-END – - TIME FOR REFLECTION

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?

September arrives this coming week. I bet that many of you are shaking your head and remarking: ”Where has the summer gone?”

What have you, as a CPA firm leader, done to prepare your firm and your people for the coming marketing/sales season, recruiting season, and busy season?

Did you make this summer The Summer of Website so that your firm’s website doesn’t look homemade?
Did you renew your brand, make it look and feel more contemporary, more modern – - like Weaver did?
Did you roll-out a new marketing campaign to brand your firm as the COOL firm, like Freed Maxick?
Did you arrange for golf lessons for your interns or all-star females?
I recently had a great day at Bogumil Holzgang Harris facilitating two workshops, one on helping their managers really manage and one for the entire team on CPA Firm Economics. Have you invested in your team’s understanding and success in the CPA profession? We received great feedback from the team, they appreciated the opportunity, plus it was also fun. What did you do for your team this summer?
Did you revamp your client acceptance process so that you actually work for clients you like, who are successful and profitable for the firm?
Did you establish a campus blog by following the great example from Peterson Sullivan?