Growth strategies

A lack of clarity can be an enterprise killer for accountants.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Firms need to focus on actively encouraging client referrals.

Judgment is the critical differentiator for the profession going forward.

Accounting firms need to realize that passivity is passé.

Marketing in the profession is undergoing a revolution, fundamentally changing how firms promote themselves and develop new business.

This new equally internal and external project manager has a broader background and skill set, moving toward a more proactive leadership style when guiding team members. In other words, the role has matured.

Accounting firms need to continually think about how they do the things they do.

The “New Clients Survey” is accepting responses through Oct. 10, 2019.