CPA Partners Have Many Roles
You are a CPA and a partner in a public accounting firm. In your mind, you have one important duty, to serve clients efficiently, effectively, and profitably. …
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 …
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 …
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 …
Ear To The Ground
Have you heard the term “ear to the ground” lately? I haven’t heard it used much in recent times. I believe that it is something that …
Conversations
Sometimes we make marketing and selling more difficult than it really is. According to the long-time consulting guru, David Maister, marketing and selling are …
To Get New Clients – Believe In Yourself
I read this recently via Harvey Mackay. Harvey Mackay is the author of the New York Times #1 bestsellers Swim With The Sharks Without Being Eaten …
Touch Base With Clients Now
Summer flew by. Fall was so busy with extended returns. Now it is November. Fall is prime time for your competitors to approach your valuable clients about …
I Led 3 Lives
I have occasionally heard the phrase, “I Led Three Lives.” I never realized where it originated so I Googled it. It was a TV series that aired during the …
Clients Are Golden
In these times of focusing intently on the people we employ, never forget that you wouldn’t need your staff members if you didn’t have clients. I believe …