Firm & Practice Management

Set Goals That Won’t Lead Employees Astray
 

Set Goals That Won’t Lead Employees Astray

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.

When Trust Fades: Gauging Client-CPA Success Factors
 

When Trust Fades: Gauging Client-CPA Success Factors

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.

Client Service Goes Beyond Work Deadlines
 

Client Service Goes Beyond Work Deadlines

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.

How to Handle Problem Clients
 

How to Handle Problem Clients

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.


 How to Select the Right Clients (and Keep Them)
 

How to Select the Right Clients (and Keep Them)

Posted: October 11, 2016
Client risk management is the foundation for client success. It is what ensures that you’re selecting clients who are a good strategic fit for your business and sets the groundwork for long-term client satisfaction, giving you a healthy and lucrative client portfolio.


How to Handle Problem Clients
 

How to Handle Problem Clients

Posted: September 26, 2016
Learn how to recognize the warning signs of problematic clients who may be candidates for disengagement.

7 Ways Newsletter Marketing Still Works for Professional Services Providers
 

7 Ways Newsletter Marketing Still Works for Professional Services Providers

Posted: September 23, 2016
Marketing rules and tactics for providers of professional services (such as accountants, attorneys, physicians, and dentists) are often different from those for product and service marketers. Here are seven ways and reasons newsletters―when executed properly―work exceptionally well for services professionals, even today.

 Sell What Clients Want: Peace of Mind
 

Sell What Clients Want: Peace of Mind

Posted: September 19, 2016
Over the past year, I have been building a small practice based in California. In doing so, I have purposely strayed away from selling tax return or financial statement services, while moving toward selling financial “peace of mind.”