Practice Development news

Practice

Embrace a New Role: The Accountant as Charity Fundraiser

It can be scary to get started, but it will bring you into a new world of good works—and good connections.
Education & Careers

Three Ways to Keep Your Best Employees from Leaving Your Firm

This is the season when you appreciate having a loyal staff. Here are some tips on keeping them loyal.
Practice

The 8 Ways Accountants Can Throw Off Their Invisibility Cloaks

Yes, it's possible to stand out from the crowd and catch of the eye of the desirable clients.
Practice

Learn Why 'Sell' Doesn't Have to Be a Four-Letter Word for Accountants

There's bad history, fear, and stigmas associated with selling. Maybe you don't understand what selling really is.
Practice

6 Ways You Can Market Like the Big Guys—for Virtually Free

Marketing can be a professional affair—low key, but effective. And with a little effort, it doesn't have to cost much.
Practice

The 4 Rules for Being Successful with Social Prospecting

It can be so easy to get social prospecting wrong. You need to start with a plan and make the right choices.
Practice

Why You May Be Serving the Wrong Clients—and How You Can Fix It

When choosing clients, understand that more isn't necessarily better. More is usually just more.
Practice

The 8 Ways of Telling the World that You're an Accountant

"What do you do?" is a question for the ages. Choose how you answer it with great care.
Practice

Support Your Clients: Nominate Them for Local Awards!

Nominating your clients can be a great way to strengthen a relationship, while also demonstrating your commitment.
Practice

4 Steps to Making a Good Impression when Meeting Prospects

A checklist for delivery, content, and attitude that convey assurance and credibility to prospective clients.
Practice

Five Reasons Why Your Firm Should Invest in Document Management Software

The right DMS can improve a firm’s bottom line and help it more easily meet regulatory requirements.
A&A

The 4 Global Management Accounting Principles Your Company Can Adopt

Developed by the AICPA and the CIMA, the management accounting guidance serves as a blueprint for effective analysis that can be universally applied by public and private organizations of all sizes, worldwide.
Practice

How to Grow Your Firm: Learn How to Perform Business Valuations

Business valuations can fit in naturally with an accounting firm’s existing service line-up because they touch on many areas, such as tax planning, succession planning, and business strategy.
Practice

3 Easy Steps to Networking: Turning Strangers into Clients

Let's start with the basics. You know whom you want to cultivate in the community. You are attending the right event. You see one of these people across the room. How are you going to meet them?
Practice

How to Communicate with Your Clients: Make Technology Your Friend

It is your responsibility to understand how to successfully navigate the complex maze of communication channels to ensure your messages reach your clients. In-house or outsourced, you have options.
Practice

10 Ways Accountants Can Help Themselves When Their Business Is Slow

Slow spells can happen for many reasons. Don't think you'll just wait it out and don't get into bed with a quart of ice cream. If you're serious about business development, there are things to do.
Practice

How Not to be 'Solo' as a Sole Practitioner: Finding Your Water Cooler Friends

Although being in business for yourself is exciting and rewarding, it can get isolating, especially in the beginning. But it doesn't have to be this way. Networking for sole practitioners is essential--here's how to do it.
Practice

Essential Steps to Holiday-Season Marketing: Low Key But Effective

Of course, you're at a party to have fun—but there's no reason not to mix a little business with pleasure. You can find some new clients—the key is keeping everything low-key. Here are the steps to the perfect marketing plan.
Practice

5 Tips for Managing Clients' Expectations and Improving Client Satisfaction

How can smaller CPA firms build client loyalty through exceptional customer service? Here are five strategies firms can use to make the client experience more personal, generating greater loyalty.
Practice

7 Key Ways to Get New Clients

Working in one way or another with local organizations, and other relationships, gives you several different ways to subtly, but effectively, raise your prestige and garner new clients.

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