Firm & Practice Management
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.
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.
Posted: May 17, 2016
Clients are the backbone of our business — without them CPA firms wouldn't succeed. So how do you make sure you communicate effectively with them, and skillfully sustain and grow the client relationship?
Posted: April 19, 2016
Simply having a website isn’t the same as having an effective one. Here are some simple steps for keeping your website effective and a valuable resource to both your firm and the website’s visitors.
Posted: April 11, 2016
Before you decide to focus your attention on a specific niche, consider these five tips to make sure you’re taking your accounting firm in the right direction.
Posted: November 23, 2015
We think our clients love us, but sometimes they leave. Where did we go wrong? Here are 10 myths about losing clients.
Posted: October 16, 2015
When you embark on a client acquisition strategy for your firm, you often spend time and money and get minimal results. What makes a strategy effective? Here are five tips.
Posted: September 24, 2015
Marketing a tax practice is vastly different than doing so for any other kind of business. Here are six key tips to promoting your tax practice in the most effective way, without necessarily spending on ads or technology.
Posted: September 14, 2015
When you provide a service and expect people to pay you, it’s reasonable to expect they will ask, "What am I getting for my money?" In most professions, establishing your worth is the value proposition. How do you provide value?
Posted: August 18, 2015
They say that breaking up is hard to do, but it’s part of life. If done properly, disengaging from a client can have a positive effect on both the firm and the client.