why accounting alone isn’t enough

how to seize bigger opportunities by understanding and addressing a client’s real business issues and life goals.

by rick telberg

in a market filled with accountants competing for clients and for work, how can you stand out?

technical expertise will only take you so far. and sometimes it can even steer you wrong. at least that’s the contention of leslie shiner of mill valley, calif-based the shiner group, a leading small business accounting software consultancy.

with technical expertise, she warns, “if the only thing you have is a hammer, then everything looks like a nail.”

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bob lewis: the key to your revenue rebound

re-learning the basics of biz dev.

bob lewis

in today’s uncertain economy, it seems that cpa firms must be especially agile and adaptable to survive. they must be real “learning organizations.” but what are the characteristics of an agile, adaptable, quick-learning cpa firm? and how do you get that way?

we’ve been asking experts throughout the profession, and here’s one answer.

bob lewis
visionary marketing / pmb helin donovan

here’s what i see as a their path to a “learning organization” that is occurring in many firms today.

one of the main problems cpa firms are encountering is revenue reductions. factoring out mergers or acquisitions from the calculations, a large number of firms are flat or have experienced negative growth for the first time in a long time, if not ever.

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