the five fastest ways to kill a new opportunity [video]
featuring martin bissett
marketing & sales
use this spreadsheet to evaluate prospects
get your a.c.c.o.u.n.t.s. in order.
by martin bissett
staff likes and dislikes about the accounting profession
plus 28 facilitator questions before discussing staff issues at a retreat.
by marc rosenberg
cpa firm retreats
while everyone has their own thoughts, what staff like the most and least about their jobs have some common threads.
more on partner retreats for pro members: 25 ways to turn good firms into great firms | partner buyout 101 | 27 tough questions every firm needs to address | make more money | system vs. system: partner compensation best practices | 10 benchmarking missteps | how to address partner compensation at a retreat | partner accountability: how and for what? | 18 essential management questions to cover at a retreat | how to decide who decides what | management styles: partnership vs. corporate | 30 marketing and growth questions to cover at a retreat | how marketing for cpa firms is different | why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat
what staff like the most read more →
consider hiring a sales director
what is the best use of your skill set?
by martin bissett
back to basics: 25 ways to grow your practice
how 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
exclusively 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
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?)
20 questions to benchmark profitability
warning: 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 →
understand the dna of business development success
two out of three is not enough.
by martin bissett
25 ways to turn good firms into great firms
profitability 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 →
before the sales meeting
prepare a range of questions.
by martin bissett
your perception vs. your client’s reality
avoid a funhouse mirror effect.
by martin bissett
business development on a budget
partner buyout 101
6 ways to calculate buyout payments, 6 ways partners leave firms, how partner retirement plans have changed over the years and how to be sure yours isn’t a ponzi scheme.
by marc rosenberg
cpa firm retreats
a partner is retiring from your firm. how will you handle the financial aspects?
more: 27 tough questions every firm needs to address | make more money | system vs. system: partner compensation best practices | 10 benchmarking missteps | how to address partner compensation at a retreat | partner accountability: how and for what? | 18 essential management questions to cover at a retreat | how to decide who decides what | management styles: partnership vs. corporate | 30 marketing and growth questions to cover at a retreat | how marketing for cpa firms is different | why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?
there are six methods to calculate the buyout payments to a retiring partner. in brief, they are:
read more →
do you deliver on your website’s promises?
if not, undercharging is often the cause.
by martin bissett
business development on a budget