With 29 million businesses in the country, CPAs are constantly gaining new clients and struggling to allocate their time accordingly. It’s especially hard during tax season to get everything done in a timely manner and to provide the value your clients seek. They understand you’re busy but it’s…Continue

Great partnerships take time and effort to build. Firms have to decide what types of characteristics and skills they want in a potential partner. In an economy when gaining new business isn’t all that common, it’s worth it to take the time and create a stable partnership. Below are seven…Continue

All too often we see accounting firms waste too much time and effort on leads that have no potential of ever becoming clients. Why spend thousands of dollars pursing a client if you’re not sure it’s winnable? One way to avoid this problem is to qualify a lead. Interview your buyer early in the…Continue

Partners of firms often pursue dedication to client service and delivery of high-quality products to the point of neglecting the management and profitability of their own practice. Success tip # 13 – don’t operate in a cocoon. For example, don’t merely think you know how your firm’s billing rates…Continue

One of the biggest paradigm shifts in 21st century management is the unmistakable need to develop non-technical competencies in both current and future leaders.  According to a study by Robert Half International, "Accountants must have sales and presentation skills not traditionally used in the…Continue

Everywhere we turn, there's another story about "going green" to conserve our natural resources.  Many of us have hopped on the "green" bandwagon by recycling cans and using cloth grocery bags.  But have we considered recycling our marketing materials?  Probably not.  Why?  That's a really good…Continue