Is Summer Burning You Out?

The lazy days of summer affect all of us. You don’t have to be a little kid dealing with the long stretch before school starts to get that feeling of being just a little less motivated than usual. We all go through it. However, we also need to forge through and use this “down” time in the industry to pursue new business opportunities.

Try scheduling a week out to phone clients specifically to catch up and receive some feedback as to what and how they are doing. In the process you may gain some insight as to what additional services you can be providing them. You also may just be beating them to the punch on a project they were meaning to call you about.

If during audit and tax season you’re wondering how you’re going to fit in a plan to get more involved with the community and decide which organizations your company would like to support through volunteer efforts, now is the time to do it. Sit down with your marketing director and figure out which non-profits or special events your company is interested in and then start scheduling your staff. You can then turn it around and market your involvement with clients and the community.

If you’ve wanted to do a special mailing to clients just to let them know how things are going or update them on the progress of a new service, do it now. If you’ve got down time, chances are your clients do as well and will be more inclined to go through mailed information and even give you a call.

Don’t let opportunities pass you by because the sun is shining and the days are long.

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Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
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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.