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- There is No Loyalty Among Your Staff
Gary Shamis, managing partner at SS&G Financial Services in Cleveland, Ohio, discusses “what has happened to bring about the death of loyalty in our firms?”...more
- How to Set Goals
If you develop the right initiatives and execute them well, you will reach your goals unless they are unrealistic....more
- Valuing Accounting Firms
CPA Firms and Valuing Accounting Firms - CPE Webinar on 10/11/17...more
- WEBINAR: DECEMBER 10, 2020 The Role of the Virtual CFO
Coaching Partners Through Conflict Resolution and Avoidance...more
- Are You Managing for the Sales of the Future?
Source: Rain Today In this article, Charles H. Green argues that sales effectiveness is becoming increasingly important, but many firms continue to place too much emphasis on sales efficiency. Sale...more
- WEBINAR: AUGUST 23, 2023Recession-Proof: Help Your Business-Owner Clients be Prepared
In 2023, there have been many factors contributing to economic anxiety for individuals and businesses alike. This news may have your clients panicked and concerned for the future of their livelihoods and businesses. We want to provide you with an action plan to help your clients recession-proof their businesses....more
- Mergers of Accounting Firms: Why, How and With Whom to Affiliate
Mergers of Accounting Firms: Why, How and With Whom to Affiliate...more
- June 2016 Calendar
Webinar Calendar...more
- Don’t Give Free Services as a Marketing Strategy
Prospects may view it and fear it as a sales pitch....more
- Becoming a Trusted Advisor is Easy
webinar...more
- Effectively Giving Performance Feedback
Effectively Giving Performance Feedback...more
- Executing the Right Strategy Requires Courage
Is it your strategy to meet everyone’s needs? If it is, you will have a hard time achieving a competitive distinction....more
- Using Dashboards to Reach Your Goals
Dashboards are automated displays of information from various databases of company information....more
- What is the Accounting Profession?
The accounting profession is 47,000 firms that serve millions of businesses representing the strength of the U.S. economy....more
- Compensation Method Can Develop Internal Entrepreneurs
Source: CPA Insider Integrating individual goals with firm goals allows everyone to play a role in planning, which in turn makes everyone more committed to goals. Compensation should be based on resu...more
- WEBINAR: JUNE 27, 2023Mergers & Aggravations: Top 10 Challenges from a CMO
Going through a merger? Thinking about it? Had a bad experience? Hear what to look out for during the due diligence and integration periods of your M&A event from the former CMO at one of the most acquisitive CPA firms in the world....more
- WEBINAR: JUNE 7, 2022How to Build a Niche Industry or Service Practice
Specialization is one of the critical strategies for practice growth in the accounting and advisory business. Everybody says they do it, but few do it well. Let's learn from real-life scenarios and explore the street-tested tactics and pitfalls of designing your practice and specialization program....more
- WEBINAR: AUGUST 2, 2023Why Put a Canary in a Coal Mine? Measure What Matters
Increase your firm's financial performance by changing from inwardly facing measurements to measurements that look outside the firm. Changing these metrics is not easy as it requires firms to think differently than they have in the past. Is your firm ready for the challenge?...more
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