as basic tax and accounting services become common and commoditized, firms need to start looking for new revenues and business models — starting with wealth management and business benchmarking.
here, a leading consultant to the profession, chris frederiksen, talks about his vision for the firm of the future.
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partner retreats may be gearing up for new mergers, acquisitions, and competitive strategies. but which side of the deal do you want to be on?
cpa mike ramos sees government policies moving the economy in a new direction. this will affect your clients’ business — and their business needs. your opportunity is to provide a service to address those changing needs. four promising areas to … continued
retirement planning takes on new urgency. are baby boomers ready for retirement? join the survey; get the answers. november 5, 2007 by rick telberg/at large americans excel at many things, from lawn care to rocket science, but perhaps our most … continued
when all else fails… just tell them you’re moving to yemen
clients are the lifeblood of any business. without them, your firm simply doesn’t exist. on the other hand, some clients are so bad that your business, not to mention your personal sanity, is better off without them. so what do you do when you have a client that pushes you to the brink? you fire them! here’s how to give 10 of the worst offenders the pink slip without burning bridges. read more →
sure you send out cards. but do you have a plan? law firm marketing consultant larry bodine is a big believer in maintaining year-round contact with clients and prospects. the holiday season is a perfect time to make another positive … continued
step 1: don’t delay. cpas assess the baby boomer market. join the study; get the benchmarks. by rick telberg it’s funny how cpas can go to a client and discuss the intimacies of life and death, children and parents, bank … continued
cch 2007 unscheduled absence survey: most employees call in “sick†for reasons other than illness riverwoods, ill. (www.cch.com) – two-thirds of u.s. workers who call in sick at the last minute do so for reasons other than physical illness, according … continued
internet forums and chat groups explode in popularity by rick telberg one problem that almost all accountants face, whether you are in public or private practice, is information overload. on one hand, there is an abundance of it—between subscription services … continued
take control of your it systems by rick telberg as a financial services professional, you know the horror stories… fidelity national, wells fargo, choicepoint, h&r block, ameritrade. each has suffered data breaches in the past two years that ranks among … continued
“too much to do, not enough time.†how does your office rate? join the survey; see the answers. by rick telberg accounting firms and finance departments have but a few stark choices when it comes to managing the epidemic staffing … continued
but is it for the right reasons? busy season 2008 is right around the corner. how are cpas adding value? join the survey. get the answers. by rick telberg tax professionals could be making a stronger case about the value … continued
how worried should you be? “the last few years have seen a slew of data breaches—all bad, but some worse than others,” says eweek in compiling the 17 top security failures in the past three years. july 2007 fidelity national … continued