Posts Tagged ‘leadership’
Recognizing Traits of Effective Thought Leaders
By: Sarah Dobek Developing and nurturing thought leaders in your accounting firm is necessary to stand out and compete. Thought leaders today help translate your firm’s expertise and make your services tangible. They also create immense value and help differentiate your firm and practice areas. Getting started is often the hard part. For most firms,…
Read MoreGrowing Your Accounting Firm: Tips on Augmenting Your Marketing Team
When it comes to accounting firm marketing, many partners feel overwhelmed. Knowing where to start and what steps to take to grow your business can be difficult. One of the best ways to overcome this challenge is through an outsourcing model known as staff augmentation. In this blog post, we will discuss tips on how…
Read MoreThe 4 Traits of a Successful Business Developer
When most people think of business development, they usually picture a rainmaker in their firm. These inbound innovators are generally the ones bringing a significant amount of business and tend to be the face of the firm. Rainmakers don’t typically start their career in this externally facing role. Many of them started their career like…
Read MoreLove Your People? Implement Pipeline Meetings to Reduce Staff Burnout.
For so many firms, the stress of having more work than people has become overwhelming. Traditionally, a surplus of work was a good problem to have, but let’s be honest; it is the root cause of burnout. More and more people in the accounting industry are looking for other opportunities or leaving the profession altogether.…
Read MoreHow Marketers Can Support DEI in Their Accounting Firms
Diversity comes in many forms. Race, gender, identity, experience, age, religion, orientation are all areas that are easily homogenized and easily overlooked. When it comes to tackling this topic in accounting firms, diversity, equity, and inclusion (DEI) efforts are not one-size-fits-all and they require a multi-faceted approach. So, before we jump in, let’s define…
Read MoreWhat Does a Crisis Reveal About Your Business Development Skills?
A common turn of phrase is that a crisis reveals our character in how we respond. While that may be true in some respects, I believe what a crisis actually uncovers is how effective we are with our skills. The question is, what is this crisis revealing about your CPA firm’s business development (BD)…
Read MoreLeading a Remote Workforce
As a completely virtual workforce since our founding, we have been passionately sharing our experiences with our clients and community for years. As many firms now face a forced entry into remote work, we thought we would take this opportunity to share our experiences as a completely virtual staff. In this series, we will explore…
Read MoreEnsure Continued Growth in Your Accounting Firm
The Winning is Everything (WiE) conference is an excellent opportunity for firm leaders and business partners to broaden their network and share business development concepts. Celebrating their 20th anniversary, the folks at WiE promised to provide “comprehensive content designed to evolve firms from the top down.” Without exception, the presenters delivered, inspiring the change and…
Read More4 Bold Ideas for Growth from AICPA ENGAGE
Conference season is a great time to meet with the boldest and brightest minds in our profession. AICPA ENGAGE 2019 was no exception. This year, conference speakers wowed me with their ideas around accounting firm innovation, growth, and evolution. Below is a snapshot of my top takeaways with some practical advice. Recruitment In her…
Read MoreMy Small Business Story
This post originally appeared on LinkedIn in honor or Small Business Week 2019. The First Chapter I was given the opportunity to start a business in my first CPA firm. Two amazing mentors (my CPA firm partners) encouraged me to share my passion and gift for marketing with our clients. Although my first attempt at…
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