by Bryce Sanders on Aug 20, 2014
Here are six myths many practitioners believe about why clients leave for another professional and how to get them back. A little work now can save you a lot of hassle and expense later.
by Diana Mackie on Aug 18, 2014
Where are the best cities for accountants to pursue their careers? There are some obvious answers here—but also some surprises. Accountants have a variety of choices from coast to coast.
by Jessica Ballard on Aug 15, 2014
Instead of thinking about price, consider transitioning from compliance-related work, such as taxes, payroll and general bookkeeping, to Type 2 services, which add real value to the client.
by Sally Glick on Aug 15, 2014
You cannot be all things to all people but you can develop a well-recognized name, no matter what size you are, when you pursue a structured and consistent process. Just stay targeted.
by Susan Weiner on Aug 12, 2014
If the thought of blogging makes you as nervous as an executive facing an IRS audit, stop worrying. It's easier that you thought to start a blog, and the payoff may be larger than you expected. Your clients will be your guide.
by Bryce Sanders on Aug 08, 2014
You can successfully get new clients with webinars. If they haven't been working for you, maybe you haven't been doing them right. You have to follow the nine steps to success. There are no cutting corners.
by Deanna White on Aug 08, 2014
Want to move? There are lots of opportunities to make a lateral move, the latest accounting firm hiring trend. And managing partners need to know how to protect themselves from "raids."
by Terry Sheridan on Jul 25, 2014
Developing a strategic alliance with a financial advisor may be just the ticket to grow your accounting practice, particularly if many of your clients are affluent. But do it right.
by Sally Glick on Jul 22, 2014
You should be investing your limited time and financial resources in areas that are likely to bear fruit and not in chasing after ideas that force you to spread yourself too thinly.
by Renuka Rana on Jul 17, 2014
Large firms have in-house marketing and PR teams to take care of business development. Small firms, however, need to be strategic in their marketing efforts. Here's how to match the big boys.
by Sally Glick on Jul 11, 2014
Today, deals are done, prospects are sought out and existing clients are nurtured, based on relationships. People do business with people—especially with people they like and trust.
by Bryce Sanders on Jul 08, 2014
There are often competitors in the background telling your clients they can do better if they change accountants. You have to be on top of the relationships to keep them—here's how.
by Bryce Sanders on Jul 01, 2014
You can make the case for not having your business radar switched on 24/7, but it's a good idea to raise your visibility in your local leisure and community activities. Everyone should know who you are.
by Sally Glick on Jun 26, 2014
"Loyalty" isn't just a word. Researchers have found that loyalty refers to how are brains are hardwired, and taps into survival instincts that have been honed over thousands of years.
by Bryce Sanders on Jun 24, 2014
Public speaking is a low-key but highly effective way of getting new clients. Here's how to set yourself up with the right talks at the rights venues, working with other professionals.
Upcoming CPE Webinars
This webcast will include discussions of recently issued, commonly-applicable Accounting Standards Updates for non-public, non-governmental entities.
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.
In this session we'll discuss the types of technologies and their uses in a small accounting firm office.
This webcast will include discussions of commonly-applicable Clarified Auditing Standards for audits of non-public, non-governmental entities.