19 takeaways from the history of cpa firm practice development

illustration of marketing strategy

plus a brief stroll through the world since bates.

by marc rosenberg
the rosenberg practice management library

sir winston churchill (and others) said: “those who fail to learn from history are doomed to repeat it.” that’s why we discuss the history of practice development at cpa firms.

more: why you have to kill the old paradigms | are you ready for the great disruption?
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read this history and see if your firm has learned from the many milestones in the evolution of accounting firm practice development.

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everything you wanted to know about dispensary accounting but were afraid to ask

plus why trying to beat 280e isn’t worth it.

by andrew hunzicker

accounting for a dispensary turns out to be quite a challenge for the cannabis accountant.

more: 5 do’s and don’ts for cannabis cpa marketing | cannabis: thc vs. cbd critical differences | 4 best things about being a ‘dope’ accountant | 5 biggest mistakes cannabis ceos make | five secrets to launching your own cannabis accounting firm | five reasons accountants should serve cannabis clients | cpa andrew hunzicker creates course in cannabis accounting
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there are many issues, both gaap and tax, as well as state-level compliance issues that must be understood as well.

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the 3 biggest tech failures of accounting firms

stop waiting for the one solution that will solve all your problems.

by frank stitely
the relentless cpa

technology is a constant challenge for accounting firms.

more: debunking the demise of the cpa firm | how to thrive as a 21st-century firm | farm-aid for accountants? | whittle down wip | the tax practice traffic cop
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we’re learning to get a lot right, but there still are some things that firms get wrong on a regular basis.

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help clients see the big picture

what they ask for and what they need may differ.

by ed mendlowitz
call me before you do anything: the art of accounting

i once had a client who felt he was getting ripped off by his salespeople padding their expenses.

more: what’s your negotiating style? | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back | some mistakes i made
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i found this out by walking into his office and finding his desk and credenza overloaded with files halfway up to the ceiling.

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major search algorithm change could affect your rankings

it’s called bert, and it deepens context.

by sandi leyva
the complete guide to marketing for tax & accounting firms

google just rolled out a new search algorithm update that impacts not only the results of searches you perform but also how your website ranks in search results for more complex queries.

more on small-firm growth strategies: is your client newsletter stuck in the 1990s? | outsource or in-house? how does your marketing get done? | beyond referrals: getting new clients | five trends for the modern accountant | 7 ways to generate leads | take the focus off price | 5 solutions when clients balk at price
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this major change comes with the name of bert, and in this case, bert is an acronym that stands for bidirectional encoder representations from transformers. bert helps google understand natural language in searches in a more meaningful way and will be able to provide searchers with better answers to their deeper queries.
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