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Case Study—Branding/Using Salespeople
A key element was training staff to communicate the new brand identity to clients....more

Six Ways to Motivate Your Workforce
Source: Inspired Ideas Tamera Loerzel describes six professional motivators firms should consider in today's changing times. Here are some excerpts from her list: Acknowledgment and respect. The...more

What Staff Wants
Survey of highly talented staff members about their job attitudes....more

The Two-Phased Merger Process
A plan for small practitioners to merge their firms into a larger firm over a period of time and not lose their identity or give up control during the transition period....more

What Blogs Have Done for Some CPAs
In surveys by CPA Insider, six percent of CPAs contacted said they are planning to set up blogs....more

WEBINAR: MARCH 25, 2021Developing and Growing a Profitable CAS Practice
CAS (client accounting services) is one of the fastest growing areas of public accounting and offers tremendous opportunity for advisory services. Most firms have offered their clients some form of accounting services for years. But the new model of success starts with a good plan--a vision of what the practice will look like - the foundation of which is defining an ideal client and what you plan to do for them. Whether you are just getting organized or have an existing practice you're taking to a new level this session will help your team get on track....more

Which of These Marketing Mistakes are You Making?
You can improve your marketing by fixing these mistakes....more

WEBINAR: SEPTEMBER 30, 2021 Best Practices Drill Down: Analyzing the Specific Best Practices in Goal Setting
Firm leadership and partners have been setting goals and objectives for years, but has the process truly resulted in performance and accomplishment of the desired outcomes. I want to share some of the best practices The Whetstone Group has observed and promoted over the years, and that successful firms have embraced....more

What to Discuss in an Interview
Handling the interview, questions to ask, observing the candidate, what interviewers don't like and the interviewer's responsibility....more

What CEOs Say They Want from Their CPAs
Consultant Michael Platt interviewed several CEOs about what they expect from their CPA firms....more

WEBINAR: JULY 29, 2020 Practice Continuation Agreements: How to Protect Your Firm
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

Most Business Training is a Waste of Time and Money
If the organization does not create a connection between what is being taught and how the firm operates, the training is useless....more

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