Practice Development news

Practice

Are You a Secret Expert?

Do you serve a particular niche especially well? Have you served clients with complex issues that took a great deal of research? Do you have more knowledge than most in a particular area of tax or accounting? If so, congratulations – you're an expert. But are you keeping your hard-earned expert status a secret?
Practice

CPA Firms Need to Find New Ways to Build Revenue in Post-Recession World

The US accounting services industry, including CPA firms, is expected to remain in a slow-growth mode, with annual revenue expected to rise a pedestrian 1.3 percent this year, to $72.9 billion.
Practice

Tax Season May Be Opportune Time to Market Tax Preparation Services

With less than a month left to go until the April 15 tax deadline, most tax return preparers are up to their elbows in work. Nevertheless, it might be an opportune time to land some new clients.
Practice

What You Need to Know Before Recommending a Financial Advisor

Being able to offer sound financial planning advice for clients will require an accountant to gain certification, designation as a financial advisor, or to partner with someone who can be entrusted to serve clients well in this area.
Practice

Johnstone, Graydon & Thompson to Merge with Scott and Company

The South Carolina CPA firms of Johnstone, Graydon & Thompson CPAs, PA and Scott and Company, LLC have entered into a letter of intent to merge on June 30, 2013.
Practice

Chicago-Area Firms Pacion Ajder and Lipschultz, Levin & Gray Merge

The Chicago accounting firm of Pacion Ajder PC merged into the Northbrook, Illinois-based practice of Lipschultz, Levin & Gray, LLC (LLG) effective February 1, according to a press release from LLG.
Practice

Teaming with a Financial Advisor

Recommending a financial advisor to a client is one of the most important recommendations you can make. Customers will trust your recommendation; therefore, there is a potential your future with that customer could be impacted.
Practice

If Price Were Not a Factor, What One Problem Would You Like to Solve?

Ask your clients this one simple question and open the clients to a new perspective. In general, clients only see us providing the service that they currently receive. They know they want something more, but they don't know whether we provide it.
Practice

Developing Authentic, Ongoing Client Relationships

Just about every day, my BMRG GAP members ask me a question similar to, "How do I grow my clients? I want to increase my revenue, so what do I do?"
Practice

Warren Averett, LLC Announces Recent Merger

Regional CPA firm Warren Averett, LLC, continues to carry out its strategic growth plans in the Southeast with the recent merger of Atlanta-based Gifford, Hillegass & Ingwersen (GH&I) and Tampa-based Pender Newkirk & Company.
Practice

Marketing Strategy: It's the How

How is your firm different? Since the "what" of your firm has already been defined, it may be a good idea to take a close look at the "how" of your firm as a way to set yourself apart from the competition.
Practice

Watkins, Ward & Stafford Builds Central Mississippi Presence with White Merger

The Mississippi accounting firms of White & Company and Watkins, Ward & Stafford, PLLC (WWS) have merged, building the latter firm's presence in the state capital of Jackson.
Practice

KPS & Co. Merges with Alan M. Gould & Co.; Now Serves Florida

KPS & Company, LLC of West Hartford, Connecticut, jump-started 2013 by announcing a merger with the accounting and tax practice of Alan M. Gould & Co. of West Palm Beach, Florida, KPS’s first venture outside its home state of Connecticut.
Practice

Calogero & Associates Combines with Dermody, Burke & Brown

Calogero & Associates, a Utica, New York, accounting and consulting firm, has combined its practice with that of the accounting firm of Dermody, Burke & Brown, CPAs, LLC, based in Syracuse, New York.
Practice

BlumShapiro Enters Rhode Island Market in Merger with Sullivan

BlumShapiro, the largest regional accounting firm in New England, has continued its growth with entry into the Providence market, thanks to its January 1, 2013, merger with Sullivan & Company LLP.
Practice

PMB Helin Donovan Continues on Fast Track with Latest Merger

PMB Helin Donovan LLP (PMB) is on an aggressive growth track, most recently merging with a San Francisco Bay Area CPA firm, BBR LLP. This is PMB's third significant merger in the past two years and is its largest.
Practice

Plante Moran's Latest Merger Ups It to Eleventh Place National Ranking

Plante Moran's merger with a Chicago CPA firm last year moved it up a notch to eleventh place in a ranking of the nation's largest public accounting firms based on revenue and significantly expanded its Chicago presence.
Practice

Medical Marijuana Inc. Hires CPA Firm as Auditor

In what may represent an early example of a growing industry opportunity for accountants, Medical Marijuana Inc. said it has hired the accounting firm of Anthony W. Imbimbo CPA & Associates to be its auditor.
Practice

Common Traits of Highly Successful Firms

Too many firm leaders experience "Groundhog Day" when it comes to reliving old challenges that prevent their company from moving to the next level of success. That message kicked off a session entitled "Common Traits of Highly Successful Firms" at the Winning Is Everything conference.
Practice

Seven Tips for Branding Your Firm

Branding your firm means putting your firm’s reputation, people, expertise, and knowledge in front of clients and prospects. It means building new relationships, strengthening old ones, and working to keep your firm in people's minds.

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