Practice Development news

Practice

10 Tips on Selecting the Right Retirement Plan Provider

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.
Practice

Croskey Lanni and Hirzel, Jackson & Swaine Merge

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.
Practice

How's Your 'Other' Audience?

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.
Practice

IPA Report on the Largest US Accounting Firms

The Platt Group, publishers of INSIDE Public Accounting (IPA), has released the twenty-second annual report on the nation's largest 100 accounting firms.
Practice

Merger of Romans Group and MFR

MFR`s executive team announced the merger of the Romans Group with MFR and the formation of MFR Healthcare Solutions, Inc., which was effective August 1, 2012.
Practice

Arnett & Foster and Toothman Rice Merge

Arnett & Foster PLLC and Toothman Rice PLLC announced August 1, 2012, the merger of their firms.
Practice

Fuoco Group LLP Merges with AIB Forensics

Fuoco Group LLP is proud to announce the merger of AIB Forensics to form Fuoco Fraud & Forensics LLC, doing business as Fuoco Forensics a division of Fuoco Group.
Practice

Answering the Biggest Question in Marketing

"Why should I do business with you instead of somebody else?" This might be the most important question in marketing, and the answer is one of the most useful tools in marketing - your differentiator.
Practice

Tim Shelley and Glenn Aldridge Join Forces

Tim Shelley and Glenn Aldridge are joining forces to expand the CPA practice of Aldridge Shelley, PC, formerly operating as K. Glenn Aldridge, PC.
Practice

Be the Firm across the Street: We Fix $6 Haircuts

Figure out a way to change the game and compete on your terms. reinforce your core positioning, and force your competitors to react to you.
Practice

Firms Merge to Form Whaley Hammonds Tomasello, P.C.

Two Georgia firms - Tomasello, Plageman & Associates, LLC and Robinson, Whaley, Hammonds & Allison, P.C. - have merged to become Whaley Hammonds Tomasello, P.C., with a staff of thirty-two professionals.
Practice

Merger Brings More Resources to Napa Valley

Moss Adams LLP, an accounting and business consulting firm with expertise in the wine industry, is combining with Rabanal & Smith LLP, an accounting firm with a long history in the Napa Valley.
Practice

The Elevator Speech

An elevator speech is a description of your business that you can rattle off in thirty seconds or less. It should capture attention quickly, be memorable, and leave your audience open to asking for more information.
Practice

Are Defined-Benefit Retirement Plans Better for Small Businesses?

While small business owners typically use defined-contribution plans with an elective deferral feature to provide retirement benefits to employees, defined-benefit plans may be ideal for small-business owners over 50 who are interested in saving a substantial amount of money for retirement in a short time period.
Practice

Five Relationship Marketing Strategies that Work

What do fly-fishing clubs, the FBI and thought-provoking riddles have to do with your business? Each can provide a platform to market your services to new and existing clients.
Practice

Focus on the Four Stages of Wealth to Reach Full Potential

Now more than ever, clients approaching the retirement red-zone want to consolidate their financial services with a single trusted advisor. They want a firm that has the ability to craft solutions for a wide spectrum of financial planning and tax issues.
Practice

Wolters Kluwer Acquires Acclipse

Wolters Kluwer Tax & Accounting announced the signing of an agreement to acquire Acclipse Limited, a leading provider of online accounting software, serving accounting firms in Australia, New Zealand, and Asia Pacific.
Practice

The Ideal Client and Referrals You Don't Want

CPAs often ask me for advice on how they can build their firms. More specifically, they want to know how to find prospects and convert them into highly profitable clients who will be with them for the long term.
Practice

CGMA Global Economic Forecast Results Are In

Worldwide, CEOs, CFOs, and senior management accountants have an increasingly negative outlook for the global economy, according to the CGMA Global Economic Forecast released by the AICPA and the CIMA.
Practice

A.J. Brackins Merges with Kmetz, Nuttall, Elwell, Graham

The thirty-five-year-old firm of A.J. Brackins, CPA, PA announced on July 1, 2012, that the firm will be merging with Kmetz, Nuttall, Elwell, Graham, PLLC (KNEG).

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