Firm & Practice Management

Cross Selling: How to Mine Current Clients for More Services
 

Cross Selling: How to Mine Current Clients for More Services

Posted: April 5, 2019
CPAs must transition from generic accounting and compliance services to advisory services in order to stay relevant. Cross-selling and offering additional services to current clients is key — not only to bolster the firm’s bottom line but to ensure a proper transition of the practice into the future.

3 Ways to Create a Great Client Experience
 

3 Ways to Create a Great Client Experience

Posted: April 1, 2019
A well-executed client experience strategy can help increase client satisfaction, reduce client turnover and drive increased revenues. So how can you create the right client experience for your firm?


On the Cheap: Tax Pros Share Low-Cost Marketing Ideas
 

On the Cheap: Tax Pros Share Low-Cost Marketing Ideas

Posted: February 1, 2019
Getting the word out (and the clients in) during tax season remains the holy grail for preparers. But how to market without busting the budget? Here are some tried-and-true ideas from preparers and industry experts.

The Benefits of Outsourcing Your Firm’s Marketing
 

The Benefits of Outsourcing Your Firm’s Marketing

Posted: January 25, 2019
If you would like to streamline your organization and focus on what you do best, then consider outsourcing your marketing to the experts. Here are seven benefits to be gained.

Tax Season Checklists — Part Two
 

Tax Season Checklists — Part Two

Posted: December 18, 2018
Tax season is busy, so preparing for it now will reduce the stress experienced January through April and help reduce exposure to professional liability risk. Pre-tax-season training of personnel and proactive review of administrative procedures will improve efficiency through April 15 and beyond.

Tax Season Checklists — Part One
 

Tax Season Checklists — Part One

Posted: December 11, 2018
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. This set of pre-tax-season checklists provide many suggestions firms should consider in planning for this work.

  Learn More

View all events

  • Accountants Advisory Group
    Maximize the value of your firm with M&A consulting, strategic planning and other solutions from Accountants Advisory Group on partner governance, practice management, marketing and human capital.
  • Marketing 360
    With Marketing 360® you get everything you need to grow your business and fuel your brand from a single platform.   
  • Matters of Management
    Get expert recruitment, marketing, business development and executive coaching services from Matters of Management.
  • Whitman Business Advisors
    Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Business Advisors.