CPA & Attorney Leadership Skills

How well does your CPA/attorney tend to and nurture his/her own business?

The care and attention your CPA/attorney gives to his/her own business is a direct reflection of the care and attention that your CPA/attorney is willing and able to give to your business.

The next time you are visiting your CPA/attorney, take a look around. Look for positive signs that your CPA/attorney is giving attention to on-going and future operations of his/her business. Such signs include:

Office environment and décor – Does your CPA/attorney maintain a neat and tidy work environment? Is the décor kept fresh and well maintained?

Technology - Is your CPA/attorney aware of the latest technology available to increase efficiency in business? Does your CPA/attorney have a technology plan for his/her business? Has your CPA/attorney implemented paperless technology? Has your CPA/attorney established a Virtual Office, in order to make working with him/her easier?

Continuing Education – What is your CPA’s/attorney’s attitude toward continuing education? Does he/she take the minimum required hours each year, and limit his/her choices to tax and accounting? Or, does his/her annual CPE/MCLE hours far exceed the minimum requirement and include management, technology, leadership, and personal development classes?

Corporate Culture – Does your CPA/attorney and his/her Team keep a professional appearance and dress style? Does your CPA/attorney and his/her Team appear to enjoy their work, the company they work for, and the customers they work with? Does your CPA/attorney have a vision and mission statement? Are these statements reflected in everything your CPA/attorney does?

Leadership – Does your CPA/attorney have a succession plan? Does your CPA/attorney develop leadership skills among Team members? Is work properly delegated among Team members?

With this last concept in mind, the VeraSage Institute has created The CPE/CLE of the Century conference. The conference is designed for CPAs, attorneys and their team members. It is being touted as THE event young professionals have been crying out for. Current and future leaders of the CPA profession will be asked to challenge their thinking and experience professional growth at the conference. Speakers will be sharing their experiences in creating a new type of CPA firm and a new type of law firm – Firms of the Future.

Forward thinking CPA and law firms with an eye towards enhancing their business and developing a strong successful firm for the future will be attending this conference as well as sending their young professionals. Is your CPA/attorney attending this conference as well as sending his/her young Team members to the conference?

To learn more about The CPE/CLE of the Century conference, visit: The VeraSage Institute

Another way to think about it…

Earlier this year, Mega Millions reached an all time high of over $390 million. The winning couple from New Jersey were quoted as saying: “We are retired, effective immediately.”

If your CPA were to retire, effectively immediately, would you be left in good hands?

And on the flip side, what has your CPA done for you to ensure that if you were to retire effective immediately, would your customers be left in good hands?