Firm & Practice Management
Posted: May 12, 2017
Competing in today’s complex business environment presents unique challenges for CPAs and their clients. Growing business, staying one step ahead of the competition, and attracting and retaining staff have become top priorities. Read more on playing the game.
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.