* The Succession Institute, LLC is not a CPA Firm
Archive

Billing Worksheet and ROI

Posted: August 17, 2017 at 10:57 pm

This video is an excerpt from a webcast that will help you identify the process for creating a goal-based compensation system for staff and partners. This video covers why you haven’t achieved as much change as you’d hoped for, creating a compensation system that rewards the right behaviors, and implementing and continually adapting your pay […]

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Q. Overcoming Resistance to Judging Performance

Posted: September 11, 2015 at 11:24 am

This video is an excerpt from a webcast that takes a step-by-step approach for walking through the Succession Institute’s recommended CPA firm partner goal setting process. This webcast covers the iterative approach involved, to defining goals, to a logical time line, monitoring required, feedback recommended, to the final evaluation and determination of financial impact.

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Q. How Do We Start to Implement a Partner Goal Process?

Posted: September 11, 2015 at 10:39 am

This video is an excerpt from a webcast that takes a step-by-step approach for walking through the Succession Institute’s recommended CPA firm partner goal setting process. This webcast covers the iterative approach involved, to defining goals, to a logical time line, monitoring required, feedback recommended, to the final evaluation and determination of financial impact.

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Q. Are Partner Charge Hours Important?

Posted: September 11, 2015 at 10:36 am

This video is an excerpt from a webcast that takes a step-by-step approach for walking through the Succession Institute’s recommended CPA firm partner goal setting process. This webcast covers the iterative approach involved, to defining goals, to a logical time line, monitoring required, feedback recommended, to the final evaluation and determination of financial impact.

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Q. Is it Worth the Work and Risk to Implement a Goal Process?

Posted: September 11, 2015 at 10:32 am

This video is an excerpt from a webcast that takes a step-by-step approach for walking through the Succession Institute’s recommended CPA firm partner goal setting process. This webcast covers the iterative approach involved, to defining goals, to a logical time line, monitoring required, feedback recommended, to the final evaluation and determination of financial impact.

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