Within most CPA partner groups, there are usually a few troubling issues. In some firms, there are definitely more than a few. I have heard about these issues firsthand as I network with partners from various firms. I also uncover many of these…
As an accountant, one of the most effective ways to attract target clients is through referrals. When someone is referred to you by a trusted source, they are more likely to become a client because they already have a level of trust and credibility…
Is your firm ready for the future? Admitting new partners from within is one way to move your firm toward long-term health and viability. Prepare your firm for the path ahead by assessing your current bench and identifying obstacles your firm could…
When CPA firms are adopting a new growth model, it is important to eliminate low realization clients, establish client profitability guidelines, and focus the firm’s marketing initiatives and activities on high-quality targeted clients. As a first…
