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

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

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

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

6 Ways to Improve Your Landing Pages

Landing Pages are an important part of any online strategy. Geared at getting a visitor to take a very specific action, landing page strategy and optimization can help your accounting firm generate leads. The best places to use landing pages … Continued

How to Give Proper Attribution to Internet Content

As more accounting firms move toward developing their own content, the question of how to properly cite or attribute content sources has become a hot topic. Mishandling copyrighted information is easily avoidable – simply go back to the basics.   … Continued