For Bryan Sorenson, making his practice a success is not only about finding his niche and being a partner to his clients, but also caring about them as individuals and taking the time to be more than just a number cruncher. He separates himself from the competition by being there for his clients and having a smart growth strategy.
I recently saw a discussion on LinkedIn about helping a consultant's client overcome their fear and reluctance to participate in networking. I've written several books on the topic of personal marketing, most notably "Best Practices of Marketing Professional Services" for the AICPA and "Best Practices of Networking for Attorneys."
Scott Cytron has a public relations tip for you that has brought success to one of his clients no less than three times in the last month. It’s HARO (Help a Reporter Out), a database that enables you to respond to reporter queries that you normally would never know about, all for free and with a very minimal time commitment.
Ours is an unusual business, in that very few CPAs are actively involved in their communities and giving back compared to other professions. Many of my nonprofit clients over the years would ask, “Where are the CPAs?” I have a pat answer; they are “busy.”
New York City-based accounting, tax, and advisory service firm WeiserMazars LLP recently completed a merger with The Resnick Druckman Group LLC, a full-service accounting, tax, and consulting firm with offices in New York City and Long Island, New York.
In a perfect world, our clients would choose one advisor to manage all their financial matters. But it’s a fact of life that many clients spread their money around and work with multiple advisors. According to Aite Group, only one of every three clients turns over all of their assets to a single wealth manager.
There’s an irrational fear of investing that has been building momentum across our country since 2008. A recent study from Nationwide¹ found consumers fear investing even more than death, with other fears such as healthcare coverage, unemployment and the lack of economic stability following in close pursuit.
Every business in the world runs into the same problem: limited resources. The choices businesses make in applying those resources are paramount to determining the level of success you can reach in your business.
Major gains in innovation within companies have been realized in 2013, as 94 percent of business leaders cited how innovation ties to sustainability and growth as a top organizational priority, up from 79 percent last year.
What's your most powerful new business tool? For almost every accountant I talk to, it's word of mouth. But when I ask them what they're doing to grow their referrals, I'm often met with an uncomfortable silence.
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.