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

The Right Way to Fire a Client

  Part of growing your professional service firm means you will have to occasionally evaluate your clients and make the decision to let go of the ones that just aren’t profitable or a right fit for your firm. This isn’t … Continued

4 Ways to Help Young Rainmakers Develop Their Skills

If you talk to most CPA firms, succession of rainmakers is a critical issue. Building and developing the next generation of business developers is critical to a firm’s success. We see two common problems that prevent firms from succeeding in this … Continued