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- How CPA Firm Leaders Lead
Practical Accountant interviewed managing partners of prominent firms, and consultants to find out how the leadership role has changed....more
- How To Self--Assess Your Client Service Effectiveness--An Essential Step for Every Partner and the Firm in Becoming Great
How To Self--Assess Your Client Service Effectiveness--An Essential Step for Every Partner and the Firm in Becoming Great...more
- Creative Ideas for Networking
Ideas to find and exploit networking opportunities....more
- WEBINAR: MAY 7, 2020 How to Maximize Performance of Best Practices in Partner Admission, Transition, and Buyout
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more
- Don’t Frighten Your Prospects
You may think your enthusiasm is helpful, but the prospect sees your action as disingenuous....more
- One Firm’s Experimentation on a Compensation System
...an 80-person firm including six partners. In 2002 it launched what proved to be a very successful initiative to incorporate “new core competencies and core values into the firm culture.”...more
- WEBINAR: DECEMBER 2, 2020 How to Engage Clients in Discussions on Business Growth and Profitability -- Expanding your Role
The program will help accountants who are interested in developing and expanding their role into business advisory services, and helping their clients to grow and expand profits. In particular, the program will help accountants begin to build their confidence and understand how to sell business advisory services to their clients, as well as understanding how to deliver those services....more
- Best Practices in Business Development and Marketing - How to Maximize Performance
Best Practices in Business Development and Marketing - How to Maximize Performance...more
- WEBINAR: DECEMBER 13, 2022Innovation Beyond Technology
Ideas have consequences, and bad ideas are a competitive disadvantage. This course is dedicated to the possibility that many myths exist about business. Learn how to overcome these myths, and focus on what truly matters in your organization. Investigate the six transformational questions that will take your organization to the next level, and much more....more
- How CPAs Can Use Existing Skills to Help Clients Be More Profitable
How CPAs Can Use Existing Skills to Help Clients Be More Profitable...more
- Affordable Care Act Planning for CPAs
Affordable Care Act Planning for CPAs...more
- The Very Small Business Market
There are millions of very small businesses, often operating out of owners’ homes, most of them with no employees....more
- Followership-Building a Succession Plan by Developing Followers to be Leaders
Followership-Building a Succession Plan by Developing Followers to be Leaders...more
- How to Maximize Performance of Best Practices in Partner Admission, Transition, and Buyout
How to Maximize Performance of Best Practices in Partner Admission, Transition, and Buyout...more
- Partner Retirement/Buyout Plans: What a Good Plan Looks Like and How They Have Changed in Recent Years
Has Your Partner Retirement and Buyout Plan Kept Pace with Changes in the Profession?...more
- What Makes a Great Firm?
Allan Koltin, CEO of PDI Global in Chicago, presented these indicators of firm greatness at the AICPA Practitioners Symposium in Las Vegas....more
- If Your Staff Doesn’t Know the Firm’s Goals, It Will Not Achieve Them
Are your employees too busy because they are doing the wrong things?...more
- WEBINAR: OCTOBER 2, 2024 Business Development - Including Existing Clients and Using a Pipeline
Business development for CPAs....more
- Staff Recruitment as a Marketing Process
Jennifer Lee Wilson advises a marketing approach to recruiting....more
- Staff Compensation Strategies That Inspire and Retain Talent
Staff Compensation Strategies That Inspire & Retain Talent...more
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