marketing & sales

31 ways to make more money

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businessman sitting on stacks of paper currencyyes, you can do these during busy season.

by marc rosenberg
cpa firm retreats

certainly when we consider best practices for transforming good firms into great ones, we have everything in mind from client surveys to strategic planning. but then what?

more on retreats for pro members: system vs. system: partner compensation best practices | partner accountability: how and for what? | 30 marketing and growth questions to cover at a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns 

here are 31 methods to achieve strong profitability:
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10 benchmarking missteps

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young businesswoman putting hand out in "stop" gesture while sipping coffeestop comparing apples to hockey sticks.

by marc rosenberg
cpa firm retreats

benchmarking is important, but context is needed.

more on retreats:partner accountability: how and for what? | how to decide who decides what | why create a marketing plan? | how to take action after a retreat | 12 simple rules for a retreat | retreat logistics: how long, what kind?| why do cpa firms conduct retreats?

here are the 10 biggest mistakes cpa firms make in compiling and analyzing map statistics:

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