Practice Development news

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.
Practice

The Payroll Pull

Managing a payroll company isn't for the faint of heart. No matter what's happening at any given moment, people expect to get paid - even after a being struck by a natural disaster.
Practice

The 40/40/20 Marketing Rule

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.
Practice

3 Reasons to Offer Business Advisory Services

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.
Practice

Seven Steps to Perfect Firm Marketing

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.
Practice

How to Give Clients the Red Carpet Treatment

The late American entrepreneur, author and personal-development speaker Jim Rohn said, "One customer, well taken care of, could be more valuable than $10,000 worth of advertising."
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.

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