About Course
About Course
CPAHub North proudly presents this episode on Best Practices for high performing CPAs- Firms, Partners, Leaders.
Koltin Consulting Group, Inc. is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions.
Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions.
For twenty consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2019, he was recognized as the “Third Most Influential” in the profession. Koltin was also voted one of the 10 Most Recommended Consultants for the sixteenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the past six years, Allan has also been named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. In 2016 CPA Practice Advisor inducted Allan into the Accounting Hall of Fame.
Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management.
Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, his three children, Jack, Brian and Julia, and his two dogs, Bucky and Cody. His hobbies include travel, chess, and all sports.
Source https://koltin.com/about-us/?bio=koltin
Episode Layout:
Discussion 1: Questions for CPA Firms
a. Firm Culture and Environment:
How can firms cultivate a culture that promotes high performance among their CPAs?
What are some examples of initiatives that have successfully improved performance within firms?
b. Client Relationships:
What best practices should firms adopt to maintain strong, trust-based relationships with their clients?
How do high-performing firms manage client expectations and communication?
c. Operational Efficiency:
What are some strategies firms can implement to improve operational efficiency?
How can firms effectively manage their workload to ensure high performance without burning out their employees?
Discussion 2: Questions for Partners
a. Leadership and Mentoring:
As a partner, what leadership qualities do you think are essential for fostering a high-performing team?
How do you approach mentoring junior CPAs and ensuring their growth and development?
b. Strategic Planning:
How do high-performing partners contribute to the strategic planning and vision of the firm?
What metrics do you use to measure the success and performance of your strategies?
c. Risk Management:
What best practices do you follow for risk management in your practice?
How do you stay ahead of regulatory changes and ensure compliance within your team?
Discussion 3: Questions for Leaders
a. Vision and Innovation:
How do you ensure your firm stays innovative and forward-thinking in the accounting industry?
Can you share an example of a successful innovation or change you led in your firm?
b. Talent Acquisition and Retention:
What strategies do you use to attract and retain top talent in your firm?
How do you create a supportive environment that encourages CPAs to perform at their best?
c. Performance Metrics:
What performance metrics are most important for leaders to track in order to maintain high standards?
How do you use these metrics to drive improvement and accountability within your team?
Discussion 4: Reflective and Future-Oriented Questions
a. Lessons Learned:
Looking back on your career, what are some key lessons you've learned about maintaining high performance as a CPA?
What advice would you give to young CPAs who aspire to reach a high level of performance?
b. Future Trends:
What trends do you see shaping the future of the accounting profession, and how should CPAs prepare for these changes?
How do you envision the role of a high-performing CPA evolving in the next decade?
Brought to you by CPAHub North's Team.
