“We’re in a relationship business.” I’ve heard this more times than I can count during the 20+ years I’ve worked with CPAs firms. It’s the one constant in the CPA profession. But, I wonder…have we devalued relationship building? We have access to limitless technology tools as a means of communicating and finding the information and […]
I was reading an accounting industry publication on the airplane a couple weeks ago. The statistic was that 75% of all accountants now practicing will be retiring within the next 12 years. While there may be some debate as to whether this statistic is being overstated even if the true number is 50% there is […]
If you’re one of those firms that has been getting by without a marketing budget you may ask yourself why you need one. Let’s say that last year you sponsored golf holes at a number of different outings. You have people out networking in the community and serving on boards. You took your clients to […]
We work with a lot of firms on developing niches. Often firms equate developing a niche with specialization or developing specialists in an industry like manufacturing or health care, or functional area like business valuations or cost segregation services. They read or hear about all the benefits of specialization and they recognize the value of […]
Let’s face it – you most likely didn’t work hard to develop your professional service skills and expertise because you wanted to be a sales person. That said, you probably also realize the importance of developing new business so that you can continue to practice your professional skills — it’s a conundrum. What if I […]
319.447.6400
