Practice Development news

Practice

Marketing's Say in M&A

What role does the marketing department have in a merger? Does the team get to be part of the pre-agreement strategic discussions or are they brought in at the end of the process?
Practice

Making Money in Turbulent Economic Times

The universal measure of profitability in accounting firms is average income per partner. Another universal tool is the annual Rosenberg National MAP Survey. It's a must have for running your firm.
Practice

Twelve Ways to Get a Midyear Boost

Believe it or not, we're nearing the halfway point of 2012. If you're holding a midyear retreat or starting to update your strategic plans, now's a good time to step back and evaluate the best way to take a step forward.
Education & Careers

'Financial Fitness' and Accounting Firm Improvement

Jennifer Katrulya, CPA, will kick off her second year of the BMRG Group Advisory Program on July 1 with a revised four-tier program structure.
Education & Careers

Build Your Practice - Give Clients Personal Attention

The never-ending challenge for accountants is not only to acquire new clients, but also to keep their existing ones. To achieve this, you need to get personal.
Community News

Nawrocki Smith and Financial Appraisal Services Merge

On June 13, Nawrocki Smith LLP of Melville, one of the largest Long Island‒based public accounting firms, announced the merger of Financial Appraisal Services of Hauppauge into its firm.
Education & Careers

Optimize Your Marketing Efforts Using SEO

SEO techniques can be confusing at first, but once you understand how to implement them, you'll benefit from more potential clients finding you online.
Community News

Weaver Merges with Delong Consulting Services

Weaver announced the merger with Delong Consulting Services, L.C. effective June 1, 2012. The merger enhances Weaver's expertise in the financial services industry, particularly in the banking sector.
Education & Careers

Consultant Group Unifies - Now The Rainmaker Companies

Troy Waugh, CEO of Five Star 3, LLC, has announced that the three service lines of the Nashville-based accounting consulting firm will now be unified under one name - The Rainmaker Companies, LLC.
Practice

Using Client Surveys to Break the 'Just Fine' Syndrome

Conducting a client survey is the best way for a firm to truly decipher what's working, what isn't, and where new opportunities lie.
Practice

Constant Interruptions: The Blame Game

The ever-increasing array of technology available to career professionals today accounts for the brunt of distractions we face. Technology, however, has always been with us in one form or another. Self-management capability is the deciding factor as to whether or not technology is intrusive.
Practice Development

Management Essentials: Five Merger Tips to Help You Seal the Deal

Having completed five mergers while the managing partner of my firm, I learned many lessons along the way and have some of the scars to prove it. Regardless of whether you're the buyer or the seller, here are a few tips that will help you find and seal the right deal.
Practice

Aligning Client Service with Client Experience

Tax season is once again behind us. In the months ahead, your calendar will continue to fill up with appointments that resulted from the client needs you uncovered during the first part of the year. Now is a good time to think about client service – how efficiently and effectively you deal with your clients’ needs, and how your clients perceive your value in their lives.
Practice Development

Top Six Pitfalls of Starting Your Own Accounting Firm

If you've been in the business for a few years, and you've established your position in tax preparation or financial advising, you may be getting the itch to start your own firm. Owning your own accounting firm can be an incredibly rewarding experience with an impressive side of perks.
Practice Development

Top Ten Ways to Take a Consultative Approach to Client Meetings

When meeting with clients, accountants may be most comfortable getting down to business by crunching numbers and going through reports. This approach may seem logical, but it's not always the best approach for relationship building.
Practice Development

The JOBS Act: Economic Solution or Investor Nightmare?

In an effort to jump-start the US economy and create more jobs, both the House and Senate passed the Jumpstart Our Business Startups (JOBS) Act, and President Obama signed the act into law April 8, 2012.
A&A

Update: Obama Signs JOBS Act: What's in It for You?

The Jumpstart Our Business Startups (JOBS) Act has been touted as the latest attempt to revive and stimulate the economy, with its key element focused on applying a concept called crowdfunding to small businesses.
Practice

IC Opportunities Honors Innovative Technology Developer

At the inaugural IC Opportunities event in Schaumburg, Illinois, this February, there was a vibrant, envelope-pushing discussion among young and young-thinking accountants about how to move the profession forward and adapt to the needs of an increasingly tech-savvy business world.
Practice Development

Accountant's Marketing Checklist: Increase Your ROI on Business Meals

Phyllis Haserot’s book, The Marketer’s Handbook of Tips & Checklists, provides more than 100 checklists covering a range of topics any professional needs to know in order to master building a successful career as both a rainmaker and client-focused service deliverer. This article features one of her checklists.
Practice

Six Ways to Create an Engaging Office Environment This Tax Season

An often overlooked part of marketing and growing your practice involves your physical office arrangement. The appearance of your office should set the client in the right frame of mind to engage you for additional services, including wealth management services.

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