it’s actually much easier to talk about a niche practice than a jack-of-all-trades accounting firm. by hugh duffy build your firm there are many opinions on whether accounting firms should offer services to specific vertical industries and unique audiences. some … continued
leading the next generation of change. the cpa technology advisor’s “40 under 40” program recognizes professionals who are actively engaged in “making tax and accounting practices stronger and better prepared for changes to come.” meet the class of 2010:
and how you can avoid the pitfalls. by rick telberg as state and federal governments struggle against an ailing economy, many accountants are bracing for a new surge of work from new tax and regulatory changes. but all that new … continued
what you need to know to get started today.
a record number of accounting firm professionals joined last week’s webinar on client service, satisfaction and retention, produced by the seven keys to successful cpa firm management.
co-presenter jean caragher of capstone marketing summed it up at one point, saying, “the bottom line: every cpa firm claims to deliver excellent client service.”
but, she added, “how does your firm support that claim? do you have a formal client satisfaction and retention program?”
if not, today is the day to start.
here’s how: read more →
social media’s not for you. or is it? by janet kyle altman “why is your cpa firm on facebook?” i get asked all the time. “why would a cpa firm be twittering, or blogging, or posting videos on youtube?” this … continued
how to get a job: 73% use linkedin. nearly three-quarters, or 72%, of finance and accounting professionals have a social media account and use it primarily to connect with friends and family via facebook, according to the a new mergis … continued
capstone marketing, a leading marketing consulting firm for cpa firms, is launching a series of webinars on sales techniques for accounting firms. “cpas are looking for new business and the competition is fierce,” says jean caragher, president of capstone marketing, … continued
“online presence” tops business strategies for this year. interestingly, a list of cpa firms’ plans wouldn’t look much different. see accounting firms dive into digital marketing.
with email marketing emerging as the weapon of choice for business-hungry accounting firms, we figured some firms could use a few pointers e-mail marketing giant mailermailer’s latest e-mail marketing metrics report reveals the six key factors that determine whether or … continued
studies show 97% of what we communicate by phone is by vocal tone. that means only 3% of your message is understood from the actual words. voice coach karen lyu suggests: imagine you’re at a meeting, and you hear someone … continued
they don’t teach sales in accounting school. but every practicing accountant should know the four basic closing techniques. you’re probably doing some or all of them already. but it’s handy to keep them in mind, nevertheless. they are the basic … continued
test your firm’s business savvy. accountants know that winning additional work from current clients is a whole lot easier than finding brand new clients. but too many firms fail to seize the opportunities. why? simple:
sure, the current generation of accounting firm owners faces a crisis in finding the people for succession. but that issue pales in comparison to the problem we have today, right now, with the gap between the generations seen in clients … continued