Firm & Practice Management
Posted: January 23, 2017
The first in a five-part series, this article outlines five key tips for reviewing business relationships with clients, prospects and sources of referral with the goal to strategically plan routine touch points that will deepen your existing relationships.
Posted: January 20, 2017
An entrepreneur shares his expertise on how to navigate the nuances of working with nonprofit clients. Learn the tricks he’s picked up along the way to deliver high-quality services to nonprofits.
Posted: January 17, 2017
Sales is a process that requires a strategic and disciplined approach. Accountants who invest in these strategies will achieve a greater level of sales success.
Posted: January 12, 2017
Many firms feel that by targeting a specific segment of the marketplace, they will forego other revenue growth opportunities. But, in fact, quite the opposite is true. Targeting enables partners to attract a more captivated audience for the firm’s services.
Posted: January 6, 2017
Think beyond the typical functions of an accountant: See yourself as more than a trusted advisor. This kind of mentality will add longevity to the CPA’s career and keep firms thriving into the future.
Posted: December 15, 2016
Although aggressive goals can spark great accomplishments, they can also lead to bad behavior by employees who may be willing to bend or break rules in pursuit of those goals.
Posted: December 5, 2016
Codes of Conduct are important. Law enforcement has one. Businesses have them (or should). Even Boy Scouts of America has one. The AICPA Code of Conduct is serious business for our profession. It identifies our highest responsibility: To protect the public interest and maintain the public trust.
Posted: November 8, 2016
Don’t wait until the final hour of a deadline to connect with your clients. An expert shares his tips on how you can proactively provide holistic and exceptional client service from start to middle to finish.
Posted: November 1, 2016
Less-than-desirable clients may be keeping your firm from developing the clients it wants. An excellent way to identify those clients is to re-evaluate your client relationships on a regular basis. Here's what you should look for.
Posted: October 25, 2016
What do firms have to do to ensure their clients do not switch to a competitor?