Practice Development

Practice

Enterprise Worldwide Positions Itself with Porter Hétu International

Enterprise Worldwide, an international association of independent accounting firms, is pleased to announce a new partnership with Porter Hétu International, an association of independent member firms across Canada.
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

Are You a Secret Expert?

Do you serve a particular niche especially well? Have you served clients with complex issues that took a great deal of research? Do you have more knowledge than most in a particular area of tax or accounting? If so, congratulations – you're an expert. But are you keeping your hard-earned expert status a secret?
Practice

CPA Firms Need to Find New Ways to Build Revenue in Post-Recession World

The US accounting services industry, including CPA firms, is expected to remain in a slow-growth mode, with annual revenue expected to rise a pedestrian 1.3 percent this year, to $72.9 billion.
Practice

Tax Season May Be Opportune Time to Market Tax Preparation Services

With less than a month left to go until the April 15 tax deadline, most tax return preparers are up to their elbows in work. Nevertheless, it might be an opportune time to land some new clients.
Technology

LinkedIn Tips Part 4: Recommendations and Endorsements

Mark Lee is back with Part 4 of his LinkedIn series to discuss using the recommendations and endorsements features.
A&A

Three Tips for Getting a Business Loan: What Your Clients Need to Know

Applying for a business loan can be intimidating and stressful, and it can be confusing to have an application rejected with little explanation. There are steps company executives can take to avoid some of the possible confusion and to develop a more positive experience while applying for a business loan.
Practice

What You Need to Know Before Recommending a Financial Advisor

Being able to offer sound financial planning advice for clients will require an accountant to gain certification, designation as a financial advisor, or to partner with someone who can be entrusted to serve clients well in this area.
Practice

The Case for Mandatory Partner Retirement

Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate, and firms are coping (or not) with transition issues surrounding those exits.
Technology

LinkedIn Tips Part 3: Your Status

In Part 3 of his LinkedIn series for start-ups, Mark Lee explains how to use status updates – what works and what doesn't.
Practice

Johnstone, Graydon & Thompson to Merge with Scott and Company

The South Carolina CPA firms of Johnstone, Graydon & Thompson CPAs, PA and Scott and Company, LLC have entered into a letter of intent to merge on June 30, 2013.
Practice

Chicago-Area Firms Pacion Ajder and Lipschultz, Levin & Gray Merge

The Chicago accounting firm of Pacion Ajder PC merged into the Northbrook, Illinois-based practice of Lipschultz, Levin & Gray, LLC (LLG) effective February 1, according to a press release from LLG.
Practice

Twelve Metrics Firms Should Track

Dozens of metrics exist for firms to track, number crunch, and strategize around. No two firms will track the same exact metrics in the same way for the same exact reasons. However, focusing on a "defining dozen" can propel firms to the next level.
Practice

Teaming with a Financial Advisor

Recommending a financial advisor to a client is one of the most important recommendations you can make. Customers will trust your recommendation; therefore, there is a potential your future with that customer could be impacted.
Practice

Developing Authentic, Ongoing Client Relationships

Just about every day, my BMRG GAP members ask me a question similar to, "How do I grow my clients? I want to increase my revenue, so what do I do?"
Technology

LinkedIn Tips Part 2: Getting Connected

In Part 2 of his LinkedIn series for start-ups, Mark Lee explains how to use the networking element of LinkedIn to connect with peers and potential prospects.
Practice

Warren Averett, LLC Announces Recent Merger

Regional CPA firm Warren Averett, LLC, continues to carry out its strategic growth plans in the Southeast with the recent merger of Atlanta-based Gifford, Hillegass & Ingwersen (GH&I) and Tampa-based Pender Newkirk & Company.
Technology

Stand Out and Stay Ahead of the Competition

When you know who your competitors are and what services they provide, you can better plan your marketing efforts and messaging to stand out among your peers. A quick review of competitors' websites will reveal a lot.
Practice

Marketing Strategy: It's the How

How is your firm different? Since the "what" of your firm has already been defined, it may be a good idea to take a close look at the "how" of your firm as a way to set yourself apart from the competition.
Practice

Watkins, Ward & Stafford Builds Central Mississippi Presence with White Merger

The Mississippi accounting firms of White & Company and Watkins, Ward & Stafford, PLLC (WWS) have merged, building the latter firm's presence in the state capital of Jackson.

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