3 Ways to Grow Your Prospect Lists

Prospects are one of the greatest keys to increasing revenue but unfortunately, many accounting firms are struggling to grow their prospect lists. Oftentimes, this struggle comes from not knowing how to grow a prospect base in a way that generates … Continued

Are You Solving Your Clients’ Problems?

  Why focus on solving your clients’ problems? The simple answer is, why wouldn’t you? Most people don’t get into business to not solve their clients’ problems. When we go out and present ourselves to potential clients, we tend to … Continued

4 Ways to Help Young Rainmakers Develop Their Skills

If you talk to most CPA firms, rainmaker succession is a critical issue. Building and developing the next generation of business developers is critical to a firm’s success. We see 2 common problems that prevent firms from succeeding in this area: … Continued

Are You Moving Your Tax Practice Upstream?

An increasing number of low service tax providers are offering tax and accounting services to small business owners. While most of these companies are primarily competing for the do-it-yourself tax preparer, their service offering is disrupting the marketplace for many CPA … Continued