Tuesday, June 21st, 2022

Insights On Managing Your Firm

“For some of them it is too lateā€¦.. they are not going to change the system.” – Allan Koltin

Yuri Kapilovich, CPA does a podcast titled, the Capital Contribution. Recently, he did an interview with Allan Koltin. I urge you to listen to it. They both have good advice for CPAs in public practice. Click here for the podcast with Koltin.

There is so much good advice in this podcast that I can’t possibly share it all in one blog post. I am pleased that much of it has been said by many of us in the CPA firm management world. I know most of it applies to the clients I am serving right now.

Here are some highlights. Maybe you have heard them before from me and other consultants but probably Koltin sees inside more top 100 firms than anyone.

  • There is still too much “old school” thinking out there in the CPA profession.
  • We neglect the A client because we are swamped with the crappy C & D clients.
  • Give young people client contact early on. Don’t leave them in the back room grinding.

Listen to the podcast. It is worth your time.

  • " In a CPA firm, change only happens when change is better than status quo. And right now status quo feels pretty good."
  • Allan Koltin

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