Practice Development news

Practice

CliftonLarsonAllen and Jenkins & Vojtisek Combine

CliftonLarsonAllen (CLA), a certified public accounting and consulting firm, has announced that Jenkins & Vojtisek SC, a certified public accounting firm based in Racine, Wisconsin, has combined with CLA effective January 1.
Practice

BeachFleischman and Taylor, Duffy & Associates Merge

Phoenix-based CPA firm Taylor, Duffy & Associates, PC and BeachFleischman PC have merged. Effective January 1, 2013, the combined firms will practice as BeachFleischman PC, and Taylor Duffy’s employees will join the firm’s Phoenix practice.
Practice

Two Accounting Firms Announce Merger

Effective January 1, 2013, the long-standing firm of Jay R. Horowitz CPA P.C. has merged its practice into the firm of Miller & Company, LLP in Manhattan, New York.
Practice

Are You Underserving Your Clients?

During a presentation at AccountingWEB Live!, Mark Lloydbottom of Practice Management Consulting said that the way to start offering your clients gold medal-level service is by asking meaningful questions and making a difference in their lives.
Practice

Grow Your Business with a New Focus on Healthcare

Most CPAs and wealth management providers would love to find a way to grow their businesses in a sustainable manner. One solution we don’t often think about is right in front of our noses – especially now, as cold and flu season has arrived.
Practice

Five Tips to Ensure Success During this Busy Season

Ever wonder what separates the most successful CPAs and financial advisors from the pack? Many industry-leading firms attribute their success to their ability to get the most out of year-end planning meetings and tax-season meetings with their clients.
Practice

How My Financial Plan Saved My Life

Personal financial planning is nothing less than taking total personal responsibility for one’s life and to make and honor important promises to the people one loves. 1st Global Chairman and CEO Tony Batman shares how, during an epic battle against Stage 3 cancer, having a complete financial plan in place helped save his life.
Practice

Sell the Dream, Not the Data

It's easy to see the power of emotion in purchases like cars and jewelry. But in the tax and accounting world, purchasing decisions are made based on hard numbers and data, not emotion. Right? Not necessarily.
Practice

Drilling Down on the Dental Niche

In this interesting Q&A, Andrew Rose, Naden/Lean LLC’s director of Marketing and Business Development, talks about some specifics to managing a dental niche practice, his firm’s sweet spot, and how social media has changed the game.
Practice

How You Can Guide the Future for America

Personal financial planning is the process of preparing for the inevitable tragedies of life that will affect each of us both financially and emotionally. It is a philosophy for intentional living, a framework for creating happiness, and offers joy in the face of life’s natural tendencies toward chaos and entropy.
Practice

Leverage Life Insurance to Leave a Lifetime Legacy

By helping clients leverage life insurance capabilities, financial advisors, CPAs and other wealth management professionals can significantly magnify the impact of their charity.
Practice

Who Are Your Real Competitors?

Don't overlook what might be your strongest competitors - the ones that aren't accounting firms at all. It all depends on your definition of what constitutes a competitor.
Practice

Validate Your Marketing with Google Trends

Many of us marketers go off our "gut," which can get us in trouble as many times as it can aid us. Google Trends allows us to test our gut with TONS of data that is free and readily available.
Practice

Target the 'Right' Clients - Become Their Trusted Advisor

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.
Practice

NewPoint Group Merges with Crowe Horwath

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.
Practice

REDW Merges with Abalos & Associates and Miller, Allen & Co

REDW LLC announced September 30, 2012, that it will join forces with two prominent Phoenix-based certified public accounting firms - Abalos & Associates, PLLC, and Miller, Allen & Co., P.C.
Education & Careers

Is Your Leadership Style Subpar?

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.
Practice Development

Rediscovering the "Why" of Your Business

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.
Practice

10 Strategies to Improve Client Accounting Services

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?
Practice

Fuoco Group Merges with Dohan Salum + Company

Fuoco Group LLP announced it has expanded its operations in Miami, Florida, by merging in Dohan Salum + Company CPA, a prominent CPA firm serving the South Florida area.

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