Staff Orientation: A Little Investment Goes a Long Way

By Steven E. Sacks, CPA, CGMA, ABC I have addressed some aspects of staff retention in earlier posts. Another critical component to retention is staff orientation. Because of the accounting profession’s regulation-heavy nature, firms have provided CPE in… Read More

Conference Season: Globalize Your Efforts

By Steven E. Sacks, CPA, CGMA, ABC It’s now conference season. The deadline-driven work is taking a short respite allowing CPAs and other firm professionals to learn what is going on in the profession. How to grow the… Read More

Suggested Reading: Real Influence: Persuade Without Pushing and Gain Without Giving In

By Steven E. Sacks, CPA, CGMA, ABC Today’s rapid-fire communication dynamic expects quick responses to emails, texts and even the old-fashioned telephone call. An information or idea exchange requires quick analysis and quick decision making. If something requires… Read More

Is Your Firm’s Culture a Magnet or a Repellent?

By Steven E. Sacks, CPA, CGMA, ABC In the famous words of management guru, Peter Drucker, “Culture eats strategy for breakfast.” Accounting firms are starting to get this message because now they are instituting initiatives that would have… Read More

It’s Not Just About the Numbers: Staff Redundancy and Retention in a Merger or Acquisition

By Steven E. Sacks, CPA, CGMA, ABC Whenever two firms engage in a merger or acquisition, there are the inevitable issues of staffing, redundancy and retention. Areas like administration, operations, technology will have overlap. This may even happen… Read More