Firm & Practice Management
Posted: April 17, 2017
Making a good first impression at a client meeting requires doing some prep work before the event and following up promptly afterward. This article offers six tips to start building a productive relationship.
Posted: April 14, 2017
In case you haven’t heard, the service of preparing individual tax returns has become commoditized, and the real growth opportunities for an accounting practice is developing deeper relationships with many of the small businesses you already serve. But how?
Posted: March 21, 2017
Experts tout the importance of being receptive, available, and approachable.
Posted: February 16, 2017
Many people dread having to negotiate, whether for a car, a house, a new job or a business. Here are six tips to help you be a better negotiator.
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.