five reasons this is the wrong time to take your eye off the ball.
firms need to look at the busy season as a stepping stone, while their clients are focused on taxes and accounting more than any other time.
here’s why you need a business development strategy in busy season: read more →
by robert j. lees, august j. aquila
and derek klyhn
creating the effective partnership
regardless of their ownership structure, most firms either operate as partnerships or would prefer to operate as partnerships.
the tensions between being a business and the loss of the values and ethics of being a partnership feature strongly in our research.
but accounting firms are different from their corporate counterparts in a number of ways, which impact their functioning and, therefore, their leadership. read more →
help your clients account for marketing costs.
by sandi smith leyva
the accountant’s accelerator
one of the value-added services we can offer clients is to align their chart of accounts with their tax form so that the numbers are easy to pull off at tax time. but there’s an even bigger opportunity if we take a deeper look. read more →
what’s on accountants’ cpe agendas this year? join the survey; get the answers.
by sandi smith leyva
the accountant’s accelerator
attending and learning from conferences can be amazing opportunities for your career or your business. they can also be huge money drains. it’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not. read more →
is the traditional business model holding back the profession? by bruce w. marcus professional services marketing 3.0 it’s not a race, nor are there prizes for the winner. but it has been suggested that personal financial planners trading in college, … continued