there’s a leak in my firm

never mind who — why? by bruce w. marcus professional services marketing 3.0 ok, somebody talked to the press, and leaked information that shouldn’t have been leaked. that’s three problems, not one. primary, of course, is how do we control … continued

the three biggest money leaks in your practice

sandi smith leyva
sandi smith leyva

start with a clean spreadsheet.

by sandi smith, cpa
accountant’s accelerator

there are dozens (and maybe hundreds) of ways your practice can leak money. here are three ideas that are fairly simple to implement and may be some great goals for you to consider.

more for soloists and small firms: new client opportunities with mobile apps  /  six questions to launch your strategy sessions  /  what most accountants miss in the five simple steps to get more clients  /  10 ways to add a “money maker” hour to your day  /  11 sources of wealth we can celebrate  /  nine value-adds to command a higher fee  /  how to design your business around your strengths  /  how to make it easy for clients to hire you   /  12 fast, low-cost tips for a stress-less practice  

read more →

the 19-point marketing director job description

the post of marketing director is fast evolving in the accounting business. it is becoming more essential and more professionalized. but few firms have experience in marketing and so find it challenging to determine exactly what they need and want – and what to expect. here marc rosenberg, cpa, author of “cpa firm management and governance,”  provides a checklist of the duties that the best firms in the business routinely consider. read more →

what ads, the web or social media still can’t do

by bruce w. marcus professional services marketing 3.0 to understand its effectiveness, it’s equally important to know what advertising, including web sites and social media, can’t do. five quick examples:  unlike product advertising, professional service advertising, in most cases, can’t … continued

10 ways to add a “money maker” hour to your day

simple easy activities to boost your business.

by sandi smith, cpa
accountant’s accelerator

every working day, we’re all slammed with hundreds of things to do. we might need to occasionally slow down and ask ourselves whether we are working on the most profitable things we could for our business. are we constantly fighting fires, dealing with urgent but not important client matters and neglecting the things that could grow our business?

here’s how to move off this treadmill to create a “money maker hour” in your business: read more →

ten things every firm needs to make clear firm-wide

the main categories of information for internal communications and management. by bruce w. marcus professional services marketing 3.0 while the substance of information varies from firm to firm, there are 10 categories that cannot go unconsidered: