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Practice Development news


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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.


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