Adding business advisory services is essential to growing your firm, but you shouldn't offer these services to all your existing clients. Determine which clients you should "wow" and how to become their trusted business advisor.
As part of Crowe Horwath LLP's continued national expansion efforts, the firm is welcoming the talent of Sacramento-based NewPoint Group, a consulting firm serving state and local government clients in California.
A significant gap exists in what characteristics accountants at all levels value in their leaders and what they believe their current leaders actually demonstrate, according research done by members of The CPA Consultants' Alliance.
Whether you own a local mom-and-pop store or run a global enterprise, all businesses that achieve sustainable growth have one important attribute in common – they never lose sight of “why” they are in the business.
Clint Eastwood in "The Rookie" said, "If you want a guarantee, buy a toaster." There is no question that many CPA firms are conservative, but are they so conservative they are missing value-added opportunities?
The 40/40/20 rule says that 40 percent of the success of your direct marketing campaign will depend on your list selection, 40 percent on your offer, and only 20 percent of your success will be attributed to your creative execution.
USA TODAY/Gallup polls show that accountants are considered the most trusted business professionals, which enables them to move beyond traditional accounting services and position themselves as trusted business advisors.
Marketing is challenging, whether you're a seasoned professional or the designated marketing person in your firm because there's no one else to do the job. John Jantsch, president of Duct Tape Marketing, shares his strategies.
Plan sponsors typically rely on financial advisors or retirement plan consultants to benchmark their plans and evaluate plan providers. So it is vital for advisors who serve the retirement plan marketplace to have an in-depth understanding of what must be reviewed.
Croskey Lanni, PC is merging Hirzel, Jackson & Swaine, PC into its practice and will operate as Croskey, Lanni & Company, PC. The firm's focus is serving the accounting, tax, and business advisory needs of its diversified client base.
Often, your staff will take your marketing message to customers and prospects, and they're almost certainly the ones who will deliver on the promises your marketing campaign makes. Take some concrete steps to make sure they get it.
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.