Firm & Practice Management


Converting Prospects to Wins: Getting a Home Run
 

Converting Prospects to Wins: Getting a Home Run

Posted: September 15, 2016
Turning a prospect into a client is like hitting a home run. Hopefully, after you read this article, not only will you get the at-bats but you will hit the ball out of the park.


5 Tips and Tools for Accounting Firm Email Marketing
 

5 Tips and Tools for Accounting Firm Email Marketing

Posted: July 27, 2016
One of the most chronic complaints of clients that leave their CPA to find another is their former CPA’s lack of communication. So if there is a tool that can both help you communicate more in a leveraged, time-saving way while also warming up prospects and shortening your sales cycle, would you use it?



Ways to Deal with Difficult Clients
 

Ways to Deal with Difficult Clients

Posted: July 19, 2016
In the world of accounting, it’s demanding enough to keep up with the rules and regulations and other intricacies of the profession without having to deal with difficult clients. Here are some tips on how to better address issues with your more challenging clients while working in a high-paced accounting firm.


SELL Isn’t a Four-Letter Word
 

SELL Isn’t a Four-Letter Word

Posted: July 8, 2016
It’s no secret that the typical accountant doesn’t like to sell. But the ability to sell effectively can be cultivated and mastered. Selling is a step-by-step process you can learn, customize and continuously improve upon.

Why You Should Hire a Social Media Expert
 

Why You Should Hire a Social Media Expert

Posted: June 8, 2016
Regardless of the size of your company, you need to put social media to work for you. Here are things you should consider when enlisting the help of a social media expert.