Grow Your Firm in 7 Defining Steps

You’re busy, stressed, and lazy. There, I said it. Don’t take offense though, I mean no disrespect; this is just a common issue with most struggling businesses. And if you are not busy, stressed and lazy then you probably don’t need to read this newsletter because you’ve figured out how to run a profitable business.…

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How Will You “Wow!” Your Clients In Tax Season?

Hello. Got source documents. Prepared return. Filed. See you next season. Thanks. Is that the path it goes for you as a tax preparer? Can you find a way to put in a Wow! somewhere on that path? Here are some… The Perfect One. No Taxes Owed. No Refund: What do you do with such…

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Extend Your Happy Holidays Into Tax Season!

Yes! You read it right! The most popular poll (with keywords “CPA” and “Tax”) on LinkedIn revealed a very interesting insight into the minds of tax preparers. 26% voters expressly indicated that they wanted clients to turn in source documents in early. And 26% more voters wanted “Family, Healthy Meals & Seeing Daylight”, indirectly indicating…

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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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Why Should I Do Business with Your Firm?

As a CPA firm, do you get most of your new clients through referrals? That’s because consumers of accounting and tax, and audit services, on their own, are unable to differentiate one CPA firm from another. They rely on the recommendations of trusted professional service providers and community leaders. The main reason consumers can’t differentiate…

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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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