When you think about the most valuable asset of your firm, what comes to mind? Your tech stack? Your office space? While these play a large part, there’s really just one thing that matters the most: the people.
Which people? Your clients, of course; the firm couldn’t exist without them.
But your staff is every bit as important. And when your team is provided with a setting that allows them to thrive and grow, the byproduct is a firm that runs efficiently and provides top-quality service to your clients...
In the competitive world of business, small to medium-sized accounting firms often find themselves juggling numerous responsibilities. Among these challenges, two aspects stand out as paramount for long-term success: staff retention and staff development.
If you’re a Rootworks member, or you’ve read these Thought Leader articles previously, you’ll know one of our mantras is that a firm’s two most valuable assets are its client list and its staff. Many firms put a great deal of intention into selecting their client list, only to find themselves unable to develop and keep their best staff members…
For decades, it was head lice. The warning would go out every September: “It’s back to school time, and some kids seem to have been playing in the city dump or with mangy animals all summer. Their heads are crawling with little critters that love to jump from one unsuspecting scalp to another.” (Paraphrased, of course.)
But today, a different kind of scourge is set to affect schools as classes begin for the fall. Fortunately, it won’t make kids sick. But it could still do some serious damage…
Milestone member anniversaries
It’s time to recognize the Rootworks member firms that have reached their first, fifth and tenth anniversaries! Help us wish the following firms a Happy Anniversary:
Tony H. Tarabay, CPA
Clover CPAs & Consultants, LLC
Stranger Tallman & Lautz Accounting
CD Tax & Financial
Craig L. Elggren, CPA
Morrow and Company Ltd
Moxy Accounting LLC
SBW & Associates, PC
Kapadia LLP/ CPA 4 Drs
Moderhak and Associates PC
Four States Payroll
True Wealth Design
Collins & Ganley PC
Sanderson CPA, PLLC
Buss CPA PC
Norman, Graham & DiGangi PC (Norman & Graham CPAs)
Baker, Overby & Moore Inc P.S.
Finsight Global (Abaque Financial Solutions)
Booth, Davis & Associates
Congratulations on your success, and we look forward to celebrating many more anniversaries with you and your teams!
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Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.