Firm Practice Management

Build employee loyalty with better onboarding

Troy Ashby, CPA, founder of Dallas-Fort Worth-area recruiting firm Benchmark Search Group, outlines steps you can take to improve onboarding and increase new employees’ sense of belonging.

Signs of a bad workplace culture

Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly, explains how bad culture leads to employee turnover and dissatisfaction. Eventually profitability suffers, too.

Encourage employees to take time off

An open paid-time-off policy benefits employees who use it. Firm leaders must encourage and celebrate staff who take vacations, says Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly.

5 P’s that define workplace culture

Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly discusses ways people, place, passion, purpose, and practices define a great workplace culture.

How success relies on workplace culture

In a profession with high turnover, a positive workplace culture can lead to good employee retention and ultimately a great client experience, says Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly.

Keys to writing a great job description

Sarah Dobek, president and founder of Inovautus Consulting, identifies three criteria to consider when writing a great job description, including innovative ways to tell your firm’s story.

Define, then hire your ideal employee

Successful hiring includes defining your ideal employee and communicating why your firm is a great place to work, says Sarah Dobek, president and founder of Inovautus Consulting.

How to get clients to follow your advice

Having clients fail to take your advice can be frustrating. But by changing the way you offer that advice, you can increase the chances that clients will comply.

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A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.