Firm & Practice Management

Staying Competitive: A Game Plan for Business Success
 

Staying Competitive: A Game Plan for Business Success

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.

6 Ways to Create a Good First Impression and Win the Client
 

6 Ways to Create a Good First Impression and Win the Client

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.

 How to Articulate Your Value to Small Business Owners
 

How to Articulate Your Value to Small Business Owners

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?



How to Identify and Deepen Key Relationships
 

How to Identify and Deepen Key Relationships

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.