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can you really grow without adding clients?

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large group of people gathered into an upward arrow shapecombining new sales with upsells is a more reliable strategy.

by ty hendrickson, cpa

“grow your practice without having to add any new clients!”

i seriously gasped when i saw this headline recently. i thought to myself, “really? what kind of advice is this?!” i had to read this story to find out just what the author was suggesting and how this could be a good long-term strategy for anyone.

more: the real problems created in a remote workforce |  can you really grow without adding clients? | 4 reasons to welcome rejection |

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as i read through the article, i was secretly hoping to learn some magic bullet or new idea that would make growth easier on so many people who do not like sales. however, as i continued to read, i became more and more anxious about the strategy that was suggested.
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why you need an independent security review

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illustration of computer security threatsthen follow up every few years.

by roman h. kepczyk
quantum of paperless

going “paperless” means that all firm files and client data will be digitally stored on the firm’s network, which is almost always accessible to firm personnel via internal workstations and remotely via the internet.

more: ‘learning culture’ requires standardized processes | centralize contact administration | how digital a/p processing boosts productivity | how an ‘owner’s drawer’ boosts security | the top portable monitors for auditors | why scanning procedures matter
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the firm has a fiduciary responsibility to protect this data from anyone not specifically authorized to view it.

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one can’t-skip touch for tax season

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businessman talking on phone in the officeplus 4 more ideas.

by ed mendlowitz
tax season opportunity guide

occasionally accountants lose touch with their clients, especially during tax season. part of this is because of the crush of work, which is compressed into a pretty short period.

more: 5 steps for tax season success | help tax clients help you | 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
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we sometimes lose sight that we are working on something the clients consider one of the most important things in their lives at that moment.
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how does your firm leverage its talent?

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five questions you can’t say “no” to.

by steven e. sacks
the new fundamentals

with millennials representing 35 percent of today’s workforce, 50 percent in the next couple of years and 75 percent by 2030, the career mindset will shift even more toward moving onward and upward – and out.

more: retention starts with the hiring interview | how motivation is like bathing | be a talent magnet | make crap a badge of honor | the job interview: a make or break proposition | 10 elements to balancing shareholders’ needs | a leader’s guide to ending entitlement
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unless you are a business owner, the days of 40-year employees have disappeared.

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