practical steps to move you beyond the crisis. practice consultant tracy crevar warren says in the latest cpa insider the key components for your firm’s stimulus plan should include: strengthened client service more contact do a better job of being … continued
financial crash means tax season opportunities for savvy cpas. how’s your busy season so far? join the survey, compare results with your peers. by rick telberg lay-offs. cost-cutting. the stock market crash. global credit freeze. ruined retirements…. and then there’s … continued
learn what cpas are doing online: join the survey; get the answers. by rick telberg while many cpas are still getting used to the idea of blogs and instant messaging, many others are rushing to deploy the very newest, bleeding-edge … continued
a few years ago scot justice was working for a printing company in nashville and hoping, someday, to open his own cpa firm. he started blogging as an introductory web presence and marketing tool. a year or so later the … continued
closing deals by hosting seminars.jean caragher offers these key tips for successful seminar marketing from chris perrino, principal, business development, barnes dennig & co.: entertaining speakers outscore those with better content. send a “save the date” 6-8 weeks prior. send … continued
asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two … continued
some good advice for cpas dealing with the stock market crash. by rick telberg/at large gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to cpas for guidance and answers. cpas … continued
free download: genworth financial’s reg 7216 client consent sample forms, here:Â word doc.
and how to save them from themselves. cpas interested in providing personal financial planning don’t need to do it all. the secret to success in pfp is finding the right partners, according to michael david schulman, cpa/pfs, third generation owner … continued
amid the stock market crash and a deepening recession, clients need the faith and comfort that only a cpa skilled in personal financial planing can bring. in this brief interview, mark w. mcgorry, jd, cfp (plus cpc, clu, and aep), … continued
and the four misconceptions holding cpas back. by rick telberg with tax season approaching, cpas face a rare opportunity for valuable face-time with clients who may be feeling unsettled – if not completely up-ended – by the sputtering economy and … continued
how to elect a president — or get a client. by bruce w. marcus if, as a marketer, you’ve ever been involved in a political campaign, then you know that a political campaign is simply another form of marketing. an … continued
growth-minded cpas and firms can’t afford to retrench in times like these. an overflow crowd of cpas and marketing executives gathered in new york for the aicpa accounting firm marketing forum, produced in cooperation with members of the association of … continued