The One Thing Your Clients Really Want

What is that THE one thing? As an accountant or tax professional, your services, knowledge, expertise, experience and wisdom are simply the means to delivering that one thing. Your office, computers, software, resources and everything else are just the means to producing the deliverables. But what is that THE one thing YOUR clients really want? Where…

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Do You Make Your Clients Feel Safe?

50,000 years ago, the world was filled with dangers, fatal dangers. The weather could kill humans or the tigers would. The sheer survival instincts evolved human beings into social animals, where they lived and worked together in collaborative safety of tribes that grew into communities and villages. When humans felt safe within such groups, the…

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Future Firm Traits: Do You Have Them?

A CPA firm in San Francisco hires programmers! Do you? You have a personality. People see some personality traits in you. For example: Accountable, Consistent, Dynamic, Efficient, Flexible, Honest, Integrity, Knowledgeable, Nurturing, Open-Minded, Practical, Reliable, Skillful, Trustworthy, Wise, Zealous, etc. Your clients also see some “personality traits” in your firm. And for years some traits…

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Beyond Tax Season: How Do You Plan To Grow Your CPA Practice?

Beyond Tax Season: Where will your accounting business’ future growth come from? My meeting with Tim, the Managing Partner of a CPA firm couldn’t have started off more worse ! He was on the phone with one of his clients who was yelling at the other end of the phone “how the heck can you…

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Is Business Development Solely the Responsibility of CPA Firm Partners?

No – according to a recent survey conducted by CPA Trendlines, an online information service for CPAs. One-half of respondent firms were not satisfied with the participation in lead generating activities at their firm. The lack of overall participation appears to be a shared responsibility of partners and staff. Partners Staff professionals are not asked…

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