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.
by Terry Sheridan on Jun 20, 2014
If Ohio and Maryland have their way, CPAs later this year will be able to get their CPE just 10 minutes at a time. Short bursts of education may be the way the profession keeps up to date. Read about the details of these cutting-edge proposals.
by Sally Glick on Jun 17, 2014
If you want to earn a commanding presence in a target market, the clients need to know that you understand their unique concerns and that you are an expert in their sector. Professional alliances are the key.
by Allan Boress on Jun 13, 2014
Retailers have a different outlook on the client servicing process. CPAs would do well to emulate them, rather than just focusing on getting the work out and charging the most possible.
by Jason Bramwell on May 30, 2014
KPMG officials said the acquisition, which will be finalized in the coming weeks, will boost the Big Four firm’s presence in the alternative investments industry and capital markets, including hedge funds.
by Sally Glick on May 30, 2014
Competition today is tougher, expectations are higher, and costs are increasing. To sustain growth and profitability, firms need to put an easy-to-use scorecard in place. Uncover what needs to be done and measured at your firm.
by Deanna White on May 29, 2014
Accounting firm owners spend many hours, and many dollars, obsessing about their first impressions. It's about more than a well-pressed suit and firm handshake: You need an eye-catching logo. A leading brand expert shares his insights.
by Bryce Sanders on May 28, 2014
Senior corporate executives make fast decisions. They typically don't pushback on fees. They usually aren't high maintenance. But working with them is a high-wire act. Learn their psychology.
by Scott Cytron on May 21, 2014
When it comes to “accounting marketing,” you're getting serious—this isn't about some late-night infomercial or selling Girl Scout cookies door-to-door. You are your brand. It's time to ask yourself the big questions.
by Amy Vetter on May 13, 2014
Don't be intimidated by the jargon. You too can move to the cloud, creating a true modern accounting practice. Be more creative in the accounting services you offer.
by Ed Kless on May 12, 2014
You probably have a model of how your firm should run. You probably think it's a profitable way of doing business. Unfortunately, you're wrong. But you can fix it.

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Upcoming CPE Webinars

Jul 16
Hand off work to others with finesse and success. Kristen Rampe, CPA will share how to ensure delegated work is properly handled from start to finish in this content-rich one hour webinar.
Jul 17
This webcast will cover the preparation of the statement of cash flows and focus on accounting and disclosure policies for other important issues described below.
Jul 23
We can’t deny a great divide exists between the expectations and workplace needs of Baby Boomers and Millennials. To create thriving organizational performance, we need to shift the way in which we groom future leaders.
Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.