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 …
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 …
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 …
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 …
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 …
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 …
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 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 …
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 …
In the world of public accounting, when we say the word “marketing” different professionals and different generations can view it in many …