marketing & sales

back to basics: 25 ways to grow your practice

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sprout growing on money pile of glass jar bankhow many are you doing? what would you add?

by august aquila
creating the effective partnership

sometimes the best way to grow a practice is to return to the basics – no fancy marketing campaigns, just some good old fashioned face-to-face contact and working your existing client base.

more for pro members: 24 points for after the deal is done  |   innovate or die | 3 ways to halt a poor leader | partners love, hate leadership | 8 questions that staff ask in a merger | the 4 best ways to use your senior partners | 11 steps to building a better partnership team

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here’s a list of 25 ideas for growing your practice. how many are you currently doing? read more →

linkedin launches accountant-for-hire service

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linkin profinder listing
linkin profinder listing

new buying service promises accountants projects and ongoing assignments.

by hitendra patil
pransform

the shared economy, contingent workforce, millennials’ preference for work-life balance, the cloud, artificial intelligence, big data. everything is converging to disrupt traditional business models of many industries and professions.

and accounting is not immune to disruption. on the contrary, accounting is ripe for disruption. note carefully. it is all only “disruptive.” not “destructive.”

riding the new reality, the undisputed leader of business social media – linkedin – is now leveraging its platform to help shared economy workers get new clients.

meet profinder: accountant’s new opportunity  (and a new threat?)

read more →

20 questions to benchmark profitability

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businessman looking at question mark sketch on the wallwarning: some of your answers may be subjective.

by marc rosenberg
cpa firm retreats

before formally beginning the discussion part of any retreat session, it’s always a good idea to begin by asking the participants what they want to cover. as issues are suggested, the facilitator should write them down on a flip chart.

more on retreats: 25 ways to turn good firms into great firms | partner buyout 101 | system vs. system: partner compensation best practices | partner accountability: how and for what? | management styles: partnership vs. corporate | why create a marketing plan? | 12 simple rules for a retreat

1. why is this topic on our retreat agenda?

2. are there specific aspects of this topic that the firm is struggling with? read more →

25 ways to turn good firms into great firms

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leader addresses co-workersprofitability and benchmarking are part of it, but not all of it.

by marc rosenberg
cpa firm retreats

the 25 best practices below have been extracted from rosenberg’s work with great firms over a 20-year period. few firms do them all, but the elite firms do most of them.

more on retreats: partner buyout 101 | 27 tough questions every firm needs to address | 10 benchmarking missteps | 18 essential management questions to cover at a retreat | thinking of merging? discuss it at a retreat | retreat logistics: how long, what kind? | why do cpa firms conduct retreats?

what grade would you give your firm on each of these?
read more →