It's not that any of us purposely want to mislead our customers, but most of us are optimists. We want to communicate what we hope to deliver, and we often fear that under-promising could disappoint a customer.
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?
The CPA Day of Service is a day when thousands of accountants from CPA societies across the country will put down their tablets and pick up everything from paintbrushes to rakes to spatulas and volunteer in their communities.
Founding partners, Rita Keller of Keller Advisors and Gary Adamson of Adamson Advisory, have today announced the development of a suite of survey tools designed specifically for the accounting profession.
Organizations that make a choice to build and nourish innovation can earn a significant payoff for their efforts. Advisers at Plante Moran and NewNorth Center offer a self-improvement guide for innovation.
Practitioners dread the process of pricing their accounting services. If given a choice, there's little doubt your clients would prefer to know up front what your services will cost versus being billed hourly.
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.
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.
A growing number of accounting professionals face too many interruptions, have too much to do, and not enough time to do it. If this happens to be your lot, and you've been looking for solutions, you'll find some here.
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.