For a CPA firm to operate at its best we need to do well on each of these nine rules: 1. Focus What is our firm legitimately number one at? Who is our ideal customer/target market? 2. Values What are our core values? Are we hiring and firing for…
No matter what the size of your firm, I’m sure you have a CPE (Continuing Professional Education) budget. How you spend these dollars is not something that should be taken lightly. Of course, you need to focus on developing the technical skills of…
Are you a proactive CPA firm leader on the lookout for additional offerings to provide your clients and expand your bottom line? If so, you might consider offering Virtual CFO services. Recently, Summit CPA Group shared their years of VCFO experience…
Your clients are not buying tax, accounting, and financial services from you; they are buying peace of mind. They probably don’t realize it and maybe you don’t even recognize it. That is why you should be conveying to them, in subtle ways, that peace…
