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June 2014 Article Archives

Shared Tools: PCPS Identify & Prioritize Tool

Published on June 15, 2014

PCPS Identify & Prioritize Tool (Excerpt from Trusted Business Advisor 2.0 Toolbox) 
Partners and firm administrators are always looking for new ways to grow the firm’s revenue. You are sure to be appreciated when you present this opportunity to train professional staff on how to identify further service opportunities with current clients by asking questions that will identify what is top of mind for clients. For more information, read “Seven Ways to Boost the Bottom Line” by William R. Pirolli, CPA/CFF/PFS

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Why Your Business Needs a Policy for Remote Workers

Published on June 15, 2014 by Roman Kepczyk, CPA.CITP, CGMA, LSS BB, AAAPM

Policy should define the roles and responsibilities that can be accomplished remotely, as well as set the expectations and rules for remote workers.

Smart companies will have their Remote Work Policy reviewed by their legal counsel before making it available to all employees. Companies that use an ad hoc remote work program and do not create a Policy can leave themselves open to disputes regarding any of the above issues. It is worth the time and expense to create a Policy with involvement from legal personnel to ensure that there are no question marks or grey areas within the Policy.

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Social Media and Disaster Communications Checklist

Published on June 15, 2014

When disaster strikes, your employees and customers are listening and looking to you for real time answers. But when it comes to using social media to communicate important information, what does a good strategy look like and how do you make it effective?  AAA partner, Agility Recovery provides a checklist to help your organization develop an effective social media and disaster communication strategy.

Click here for a copy of the checklist. For more about Agility Recovery, visit their table at the AAA National Practice Management Conference or contact Trevor Mickelson

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