Practice Development news

Practice

Accounting Firms Showing Signs of Economic Growth

Now that the economy is on the upswing, accounting firms are encouraged to target certain industries that were popular five to ten years ago.
Practice

Baker Tilly Finalizes Acquisition of UK Firm RSM Tenon

Baker Tilly UK completed the acquisition of the trading operations of top-ten UK accounting and consulting services firm RSM Tenon on September 2, after Baker Tilly shareholders unanimously backed the plan.
Practice

How to Win Your Next New Accounting Client

Your firm may be successful today, but everyone knows that success can be fleeting unless you're continuously thinking ahead to identify and win the next client. The key to developing a strategy for winning new clients is to answer these key questions: Why? Who? What? How?
Practice

When it Comes to Retirement: How Much Is Enough?

A recent study from the Employee Benefit Research Institute (EBRI) shows that people are not confident they will have enough saved for retirement. The March 2013 Retirement Confidence Survey revealed that 49 percent of those polled indicate they are "not very confident" or "not at all confident" they will have enough income in retirement.
Practice

A Peek Inside the 2013 'INSIDE Public Accounting' 100 Report

On August 5, the Platt Group LLC, publisher of 'INSIDE Public Accounting' (IPA), unveiled its twenty-third annual report of the nation's largest 100 firms.
Practice

Emotion Is at the Heart of Winning New Clients

Developing an emotional connection with prospects is at the heart of convincing them to leave their existing accountant, more so than price or any other logical rationale.
Practice

Business Cards That Work for You: Fifteen Tips

Mark Lee explains the importance of business cards, particularly for start-up practices. He highlights fifteen common business card mistakes and how you can avoid them.
Practice

"Cinnamon Girl" - A Corollary for Getting New Clients

Back in college, my friend John knew something that took me decades to learn: When the sparks are flying and you let the interest build, the other party can't wait to hear from you.
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.

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