3 Great Marketing Ideas for Tax Season
You may not think tax season is the best time for marketing, but it is! Tax season is the perfect time to identify cross-selling opportunities, strengthen…
Lessons from Management Conferences – Part 2
Do you have a disaster recovery plan? With Climate Change impacting many business it is now more important than ever to ensure the continuity of your accountancy business in the event of a natural disaster.
Lessons From Management Conferences
Over the years I have attended many conferences on accounting firm practice management. Many of these stopped abruptly with the onset of Covid but resumed in…
How to Handle Complaints Better
There are two common views of complaints: The more common view is that complaints are a disease to be avoided at all costs. People, firms, and…
How Firm Culture Influences Accountability
During our conversation, a consulting colleague said, “Managing partners with a marketing orientation are less likely to hold partners accountable.” I was intrigued since I hadn’t…
Improving Your Sales Success
Prospects will object to your proposal if you have not adequately handled the diagnosis and capabilities part of the interview. They may also object even when you handled the interview perfectly.
10 Essential Components of Your 2023 Business Plan – Part 3
Here I continue with the series of articles looking at the 10 essential components of your 2023 Business Plan.
How to present your new client sales solution
The problems that accountants solve are quite complex. The solutions you offer address some problems (or some parts of a large problem) better than others. No…
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