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 …
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 …
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 …
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 …
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 …
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 …
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 …
The followiing quotation certainly applies to managing partners. “What convinces is conviction. Believe in the argument you’re advancing. If you …
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 …
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 …
A post on Twitter by Petteri Tarkkonen reminded me of the value of silence. Tarkkonen said, “Silence is sometimes the answer.” That brief quote …