Secrets To Success
I hope you know about John Wooden. If you don’t – John Wooden (1910-2010), the legendary coach of the UCLA Bruins, is considered by some to be the …
Client Relationships – How Sticky Are Yours?
The foundation of any accounting firm is built on our clients. And the glue or the “stickiness” that binds them to our firms is the personal …
Accepting New Clients
All the talk in CPA circles recently has been about getting rid of C & D level clients. Many of you have done just that. In most cases, it wasn’t a …
Seven Steps to Success
I have read a lot of John Maxwell’s books over the years and have enjoyed using his motivational quotations. This month I want to share with you …
Conviction
The followiing quotation certainly applies to managing partners. “What convinces is conviction. Believe in the argument you’re advancing. If you …
Peace of Mind
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 …
Feedback For Managing Partners
I have worked with a lot of CPA firm partners over the years. I always try to observe and enlighten those in leadership positions. I also try to enlighten …
Silence
A post on Twitter by Petteri Tarkkonen reminded me of the value of silence. Tarkkonen said, “Silence is sometimes the answer.” That brief quote …
Four Pillars That Hold Up Your Firm
This month’s post is actually a repost of a blog written by Rita Keller covering some valuable information provided by Allan Koltin in an interview. It …
Planning Your Retreat
I facilitate a lot of partner strategic planning retreats. Yes, it is often like herding cats. I find that some firms are disciplined about their retreats. …