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

Once you secure a new client it’s very important to keep them engaged. Email marketing can be extremely effective in welcoming new clients on board. Below are some things to include in that first welcome message:

Personalization: Address an email using the person’s name and mention where you…Continue

As many CPAs know, time management is crucial to running a successful firm. Good time management increases efficiency and keeps everything in order, decreasing the chance of making mistakes. Below are four time management strategies to help keep your firm on track:

Know when to delegate: Spend…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