Sales and Marketing

Key questions for retaining top clients

The leader of a prominent African American CPA firm in Miami has decided to rename his firm and sharpen his focus on consulting services.

An astute observer of human nature once stated, “People don’t care how much you know until they know how much you care.”

Here’s a scenario that occurs in too many firms. Does it sound familiar to you?

Business clients see their accountant as a trusted resource with the knowledge and expertise to help them improve their business and avoid pitfalls.

As a manager at a CPA firm, I am constantly looking to expand my network in search of developing new opportunities for my firm.

Creating a Chief Growth Officer or Chief Marketing Officer position is the trend among larger professional services firms today. It’s a good idea for yours, too.

Close your eyes and imagine a young child—two or three years old perhaps. Opinionated, loud, brave, obnoxious, sensitive, thoughtful, uncouth, stubborn, covered in mud, scratches, and Sharpie marks, this child can be the best sales teacher you will ever have.

A new podcast series aims to help small accounting firms grow.

Tractor Supply has been one of the fastest-growing retailers in the U.S. for several years running, and it owes much of its success to one thing: It specializes in serving a particular group of customers, and it primarily sells products those customers want.