Packaging, Pricing & Naming Advisory Services
The CPA is the most trusted business advisor, yet many CPAs focus on transactional and compliance services rather than advisory services....
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Mar 8, 20223 min read
The Importance of Building Relationships at Work
We spend one-third of our lives at work, so how can we make that part of our lives more rewardable? By building relationships at work....
Feb 8, 20226 min read
The Vision of Success
Previously Published in Accounting Today | November 2021 Each individual’s definition of success is personal, yet individuals and firms...
Feb 8, 20223 min read
3 Ways to Better Serve Your Team in 2022
Every firm is different. They come in different sizes, have different niches, processes, and cultures. But one common theme affecting...
Jan 25, 20224 min read
7 IT Strategies to Ensure Success
What does your firm spend on technology? Do you get the return on investment you expect? Is your technology up to date? Are you focused...
Dec 15, 20213 min read
Consultant vs. Advisor: What’s the Difference?
For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...
Dec 15, 20214 min read
How to Be a More Consultative Salesperson
If you’re just starting a career in sales, you likely think you know what you’re getting into. You’ll be making phone calls, talking...
Nov 16, 20213 min read
The Exponential Firm
An Exponential Organization, as defined by Salim Ismail in his book Exponential Organizations, is an organization whose impact (or...
Nov 16, 20213 min read
Valuing the Perspectives of Others
I recently began the John C. Maxwell Certification Program to help me become a better coach and leader in our organization. One aspect of...
Aug 18, 20213 min read
5 Crucial Ingredients for Coordinating Marketing & Business Development
In every firm, marketing and business development happen throughout the year. Too often, marketing and business development work in silos...
Aug 18, 20213 min read
How to Prospect to Your Niche
Today, many accounting firms set themselves apart from the competition by focusing on a few niche markets or services, gaining a deep...
Jul 13, 20213 min read
3 Tips for Creating a Sense of Belonging in Your Firm
Most firm leaders want their team members to feel happy when they come to work each day. After all, happy employees are more productive,...
Jun 15, 20213 min read
Exponential Growth Opportunities
What are the best growth opportunities for most firms? The answer will likely come easily to most people: consulting and advisory...
Jun 15, 20214 min read
Why Your Firm Needs a Digital Marketing Strategy
For many accountants, marketing their services hasn’t changed much over the past few decades. Their firm sponsors golf outings and other...
Apr 16, 20213 min read
3 Steps to Reduce Employee Turnover
by Deanna Perkins, Solutions Manager Turnover is an expensive problem for businesses in accounting and other industries. According to...
Feb 11, 20213 min read
Asking About Crypto on An Organizer? It's Not Enough
Last year, the IRS announced it had formally moved the question, "At any time during 2020, did you receive, sell, send, exchange or...
Nov 10, 20203 min read
Supporting Internal Transitions for Your Team
by Deanna Perkins, Solutions Manager Good talent can be hard to find. So when you have an ambitious, hard-working person on your team,...
Oct 13, 20206 min read
5 Silver Linings in a Pandemic
The year 2020 will go down as one of interruption, disruption and innovation. Your mindset determines whether this is good or bad. I choose
Jun 30, 20204 min read
7 Steps for Creating New Growth Opportunities
Many of the businesses that make up the client base of CPA firms are tightening budgets and putting projects on hold. So a question...
Jun 9, 20205 min read
Back to Work, but Maybe Not at the Office
I remember a book titled Work Sucks: and how to fix it written by Cali Kessler and Jody Thomson back in 2008. They correctly defined work...
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