Practice Development news

Practice

Wealth Management for Women: Creating a Women’s Circle

Female clients of wealth management firms often have different circumstances behind their financial planning needs. Some are breadwinners and business owners, while others are at-home family caregivers. Some worry about paying college tuition, caring for an elderly family member and managing household finances. Nearly all put their families’ needs ahead of their own.
Practice

The 'Stuff' of Marketing: Collateral Pieces

Collateral is the "stuff" of marketing: brochures, postcards, fact sheets, and the like. Collateral pieces are tangible things that we're all familiar with, so they're easy to talk about.
Practice

How to Attract Clients and Promote Your Payroll Business

Customers may be interested in trying your payroll services as an extension to existing services if they see a benefit to making a change from what they are currently doing.
Practice

Janover LLC and Schoenfeld Mendelsohn Goldfarb LLP Announce Merger

Effective August 1, 2013, the long-established, highly regarded firm of Schoenfeld Mendelsohn Goldfarb LLP (SMG) has merged into the firm of Janover LLC with offices in Garden City and Manhattan, New York.
Practice

Weyrich, Cronin & Sorra Expands a Niche with Merger

After its merger with Michael D. Sisk & Co, WC&S will now market its growing niche of employee benefit plans audits in areas the firm may not have much name recognition.
Practice

Creating Must-Read Marketing E-mails

E-mail is one of the most widely used marketing tools. But with so many marketing e-mails out there, it takes skill and practice to cut through the clutter. Here are a dozen tips that will help you do just that.
Practice

Marketing Turned Outside In

We've all heard the expression "content is king." Well, when it comes to marketing, that's becoming all the more true, according to a presentation about inbound marketing at the 2013 Association for Accounting Marketing Summit.
Practice

Are You the Choice of the Next Generation?

For the majority of firms in the tax, accounting and financial advisory business, your well-worn, trusted client base of baby boomers is preparing to “blow out” and apathy toward younger generations of clients has left you without a “spare.”
Practice

Leading with Advocacy

The Financial Services Institute was founded to give a voice in Washington to Independent Broker Dealers and Independent Financial Advisors, and also to help ensure that all individuals continue to have access to competent and affordable financial advice, products and services delivered by a robust profession of independent financial advisors and independent broker dealer firms.
Practice

Mergers: Five Structures and Determining Worth

With merger mania heating up in the accounting world, it's likely most firms are either being eyed or are ogling another firm to achieve growth or, in some cases, to achieve a combination of growth for some partners and succession for others.
Practice

The Benefits of Hosting a Client Seminar

Do you value your clients? Are you doing everything you possibly can on their behalf? Do they view your firm as a leader in the community? If you’re not answering yes to all of these questions, then it’s time to start thinking about hosting a client seminar.
Practice

Does It Pay to Diversify?

One way we can help our client investors possibly avoid financial catastrophes and achieve greater returns with less volatility is to encourage them to diversify their portfolios properly. The notion of diversification isn't new but clients don’t always have the knowledge of how to diversify.
Practice

Wealth Advisors Embracing Their Independence

Current events can often dictate wealth advisor behavior, particular when it comes to the prospect of becoming an independent advisor. With financial markets riding high and tax season behind us, many CPA firms that sat on the sidelines are now re-engaged and looking for new ways to boost their bottom lines and explore the growth component our industry: wealth management.
Practice

Change Your Firm and Yourself: Just Do It

For ten years, Joe Evers, a CPA who owns a small practice in Phoenix, Arizona, attempted to work more proactively with his clients, but he was never able to move his firm in the direction he was hoping for.
Practice Development

Sage Survey: Most Small and Midsized Businesses Not Hiring in 2013

Thirty-four percent of US small businesses and fifty-five percent of midsized businesses say they expect their staffing levels to remain the same in 2013, according to a hiring forecast by Sage North America.
Community News

Company Announcements: Week of May 27, 2013

Following is the latest roundup of community news for the week of May 27, 2013.
Practice

The Tools That Build Brands

What identity do you want your firm to have? What do you want people to think of when they hear the name of your firm? Once you've identified your firm's desired positioning, the next step is to plan the branding strategy that will make it a reality.
Practice

[Blank] Your Way to a Better Brand

Imagine that your firm comes up in a conversation between two business people. One says, "Smith and Jones, CPAs, sure, I've heard of them. They're the [blank] firm." Now, what do you want the [blank] to be? That's brand positioning.
Community News

Houston CPA Society Grants School $1,052 for Document Cameras

Tipps Elementary School in Houston is expected to purchase four new document cameras this week for classroom use as a result of a $1,052 grant it received on April 23 from the Houston CPA Society’s CPAs Helping Schools program.
Community News

Company Announcements: Week of May 6, 2013

Following is the latest roundup of community news for the week of May 6, 2013.

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