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8 Things You Should Never Say to Your Accounting Clients
With clients, it’s not always what you say—it's how you say it. A guide to putting your best foot forward.
Mar 2 2015
The 7 Key Questions When Thinking About an Accounting Firm Merger
Is it time to merge you firm? And how can you be sure you're not making mistakes that could doom the new entity?
Feb 26 2015
8 Great Ways to Get New Accounting Clients with Public Speaking
By speaking on an area of expertise, you're seen as a credentialed, qualified professional—not a salesperson.
Feb 23 2015
Why Your Firm's Next Niche Should be Business Valuation
Don't make tax season your only source of revenue. Business valuation offers a higher profit margin than tax.
Feb 18 2015
Six Low-Key Ways to Make Your Fellow Alums Your Clients
People like working with professionals they already know. And you have many ways to know your fellow college alums.
Feb 17 2015
When It Comes to Your Clients, Know How to Talk the Talk
Now is a great time to have a talk with your clients—cementing a current relationship and building new ones.
Feb 12 2015
Referrals for Experts: 3 Advanced Ways to Get New Clients
By using sophisticated techniques, you can get far more referrals than you may have thought possible.
Feb 9 2015
How to Become the Most Interesting Accountant in Just 6 Steps
Accountants are not boring—but sometimes they need a little help in putting the right foot forward.
Feb 4 2015
When It Comes to Client Networking, It Doesn't Pay to Cheap It Out
Some etiquette rules for dining out with clients. It's OK to be frugal, but even better to appear generous.
Feb 2 2015
The 4 Kinds of Clients You Need to Fire: A Primer for Accountants
No matter how badly you want more clients, there are some who aren't worth it. Be on the lookout.
Feb 2 2015
The 10 Subtle Steps to Attracting Other People’s Clients
You don’t need to go over the top but you can get potential clients thinking about you as their next accountant.
Jan 29 2015
How Accountants Can Make Themselves Essential to Their Clients
You have done everything your clients expect from you. Now, do everything they didn't expect.
Jan 28 2015
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.
Jan 20 2015
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.
Jan 20 2015
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.
Jan 15 2015
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.
Jan 13 2015
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.
Jan 12 2015
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.
Jan 5 2015
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.
Dec 29 2014
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.
Dec 22 2014
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