Articles by Alexandra DeFelice

Practice

10 Mobile Apps Worth a Look

Are you looking for ways to make your mobile devices more useful? Whether or not you use the apps listed here, you should know what's out there for you and your clients.
Practice

To Get Client Referrals, Work on Loyalty

Many firms these days hope to garner most of their new business through referrals. But you won't get referrals from clients unless you can build true client loyalty.
Practice

What Kind of Digital Company Are You?

Too much reliance on technology? Too little? Maybe you're just not using it right.
Practice

Teach Clients to Be Tax Smart Year-Round

Tired of hearing clients complain about this year's tax bill? Now is the time to step up and do something about it.
Practice

How to Gain Six Minutes a Day

Time is money. So if every day we can pick up six minutes of productivity, over the year we'll gain 24 more hours. Here's a host of best practices for staying focused and getting more done.
Education & Careers

A New Era in Talent Development and Learning

The days of listening to stodgy diatribes about technical accounting standards are over, or at least they should be, according to Tom Hood, executive director and CEO of the Maryland Association of CPAs and the Business Learning Institute.
Education & Careers

The Four Faces of Business Developers in CPA Firms

If firms look at the pool of talent and divide their employees based on skills, they will be more likely to succeed in creating a true marketing and business development culture.
Education & Careers

How to Market Your Firm to College Students

When it comes to recruiting the best and the brightest college students, firms are deploying a plethora of methods to reach America's future accountants.
Practice

Learning Beyond Technical Training

Most accountants possess a similar level of technical training as their peers, but the most successful firms are those creating a true learning culture in which business processes, soft skills, and the art of running a company are all taught and viewed as crucially important.
GCJobs

What Young Accountants Want to Know about the Path to Partner

During a recent webinar presentation – "The Twelve Questions Rising Stars Ask about the Path to Partner" – Tamera Loerzel, a partner with ConvergenceCoaching LLC, offered advice regarding the role managers and partners need to take in helping young CPAs rise to partner.
Practice

Emotion Is at the Heart of Winning New Clients

Developing an emotional connection with prospects is at the heart of convincing them to leave their existing accountant, more so than price or any other logical rationale.
Practice

Buying Out Retiring Partners: What Does It Take?

Does your firm's partner agreement contain the necessary elements to buy out retiring partners in the near future? Perhaps you haven't looked at the agreement in several years, or maybe your firm doesn't even have one. Here are tips on what it takes to make partner buyouts successful.
Practice

Tips for Productive Partner Retreats

Partner retreats, while often taking place in relaxing atmospheres, typically are anything but relaxing. However, the importance they have to the firm and for those invested in the future of the firm cannot be underestimated.
Practice

Marketing Turned Outside In

We've all heard the expression "content is king." Well, when it comes to marketing, that's becoming all the more true, according to a presentation about inbound marketing at the 2013 Association for Accounting Marketing Summit.
Practice

Mergers: Five Structures and Determining Worth

With merger mania heating up in the accounting world, it's likely most firms are either being eyed or are ogling another firm to achieve growth or, in some cases, to achieve a combination of growth for some partners and succession for others.
Practice

Change Your Firm and Yourself: Just Do It

For ten years, Joe Evers, a CPA who owns a small practice in Phoenix, Arizona, attempted to work more proactively with his clients, but he was never able to move his firm in the direction he was hoping for.
Practice

What Makes Your Accounting Firm Stand Out?

Is your firm unique? If so, in what ways? Would your clients agree, or is that something employees of the firm, or maybe just the partners, want to believe?
Practice

How to Attract New Partners from Inside and Outside Your Firm

Firms looking to add new partners need to abandon "archaic approaches" to doing so, be it with existing staff or when looking at outside candidates. This is the message from "How to Bring in New Partners," written by Marc Rosenberg of The Rosenberg Associates consulting firm.
Practice

Common Traits of Highly Successful Firms

Too many firm leaders experience "Groundhog Day" when it comes to reliving old challenges that prevent their company from moving to the next level of success. That message kicked off a session entitled "Common Traits of Highly Successful Firms" at the Winning Is Everything conference.
Practice

Help Clients Save Time and Money

Firm owners are always looking for ways to save time and money. So why not take those findings to your clients? In other words, teach your clients what you've learned so that they, in turn, can save time and money and pay you for your consultative advice.

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