Deal With Your D-Level Clients
It is mid-January. It’s the time of year when you and your team members begin to dread the time when you have to deal with certain clients. In the CPA …
Talk To Your Clients Now
Summer flew by. Fall was so busy with extended returns. Now it is November, late November. This is the time of year when your competitors approach your …
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 …