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.
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.

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Upcoming CPE Webinars

Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.