How Project Management Software Can Improve Your Efficiency

Growing faster and in the right direction means embracing new approaches. Managing and prioritizing the tasks associated with these initiatives can become a jumbled to-do list quicker than you can say, Jack Robinson, if you’re not leaning into workflow software. … Continued

How to Make the Most of Summer Networking Events

I often hear from accountants how they don’t always feel like they get the most out of their efforts. Many are past ‘chamber after-hours’ and want more interactions that generate meaningful results. Strong referral relationships always start with a solid … Continued

All About Fees

Clients expect their professionals to be able to discuss their fees but are usually just as scared to ask about them as you are to bring them up. As their accounting professional, it’s your duty to articulate your fees to … Continued

Spotlight on LBMC and Client Experience

Client experience is something that many accounting firms and marketing professionals are talking about, but very few can explain. In a 2010 Huffington Post article[1], CEO and founder of Zappos, Tony Hsieh wrote about how the new and (somewhat) improved … Continued

Take the Fear Out of Client Transitions with These Tips

While client relationships shouldn’t be transitioned too often, occasionally it makes sense to realign clients with key people in an organization. Practical client transitions are often triggered by retiring partners, a re-alignment to specialty niche teams, and the need to … Continued

When to Hire a Marketing Professional

One of the more common questions I have received is, “When is the right time to hire a marketing professional?” When I talk with partners about adding a marketing professional to their team, I often evaluate their firm in the … Continued

How to Be Strategic with Your Charitable Giving

Many accounting firms we work with have a strong reputation for giving back to their communities through volunteerism and donations. The list of deserving organizations is extensive and team members, clients, prospects and referral sources frequently give their time and … Continued

Five Ways to Digitalize Your Proposal

Proposals are a big part of doing business for any CPA firm. While a proposal won’t win you business, it can certainly lose you business. Proposals today must be digitally friendly. Here are five ideas to make your proposal more … Continued

Foundations of Client Service

Client service is something every firm claims to do well, but not something every person can execute well on. Sadly, it’s this disconnect that often makes or breaks a client’s experience with your firm. So, what do your clients really … Continued