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

Renting People’s Behaviors

Posted: August 17, 2017 at 11:00 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 webcast 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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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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Billing Rate Variations Between Specializations

Posted: August 17, 2017 at 10:53 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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Subjective Measures in Performance Management

Posted: August 17, 2017 at 10:49 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 webcast 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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Staff Compensation and Incentive Pay

Posted: August 17, 2017 at 10:44 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 webcast 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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Performance Expectations

Posted: August 17, 2017 at 10:01 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 webcast 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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Performance Level / Billing Worksheet

Posted: January 14, 2016 at 10:43 pm

This video is an excerpt from part 3 of a webcast series about why our current system to pay our partners is failing; the trap of tying retirement, compensation and ownership together; the basic components of partner compensation; the need for both subjective and objective measures; and, how to incorporate customized individual goals for each […]

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Charge Clients a Fair Fee

Posted: January 14, 2016 at 10:42 pm

This video is an excerpt from a webcast focusing on smaller firms; the course provides practical ideas to implement right away to make a difference in your practice. Areas covered in the webcast are: planning your future, holding people accountable, leveraging yourself, improving business development, client billing & management, and more! This video clip focuses […]

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Tracking Your Time for Billing

Posted: January 14, 2016 at 10:41 pm

This video is an excerpt from part 3 of a webcast series that covers recognizing how to approach pricing with clients, identifying different methods of billing for work, and recognizing how to help clients in ways that they can afford and will be profitable to you.

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Performance Analysis and Subjectivity

Posted: November 7, 2015 at 8:49 am

This video is an excerpt from a webcast about effectively managing staff. This webcast covers setting reasonable expectations, effectively communicating your expectations, monitoring activities, ensuring that all professional staff contribute to the bottom line, key practice management issues in employment agreements, and improving morale and creating a positive culture.

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