Tips for Growing Your CPA Firm’s Affiliated Entities

As more and more CPA firms venture into consulting services, they will be faced with the question of how they should expand their non-traditional services. Some of the more common service areas include technology, wealth management and specialized consulting services … Continued

Positioning Your Lobby for a Great First Impression

The client experience starts long before a client sits down in your office for their first appointment. One piece of the client experience, and possibly the first impression of your firm, is your office lobby.  What message does it convey? … Continued

How to Position Your Firm in Media Interviews

Being interviewed by a journalist can be a daunting task for many accountants. We rarely see CPAs volunteer for an opportunity to sit in the hot seat and answer questions about the firm. We understand this fear and apprehension and … Continued

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