Business development

Many firms are struggling to digest and integrate mergers and are finding it difficult to make things happen.

Knowing what is required and completing documentation in a timely fashion maximize the company’s opportunity to receive its incentive reward.

Accounting firms need to leverage their pipelines and sales professionals for success.

Eventually, your firm will get disrupted by dying or merging up.

Sometimes having a fresh set of eyes — a beginner’s mind — gives you a better perspective on tackling tough problems at your organization.

Many firm leaders are in denial and fall short of what’s required, and that’s the principal reason why so many firms can’t get to the next level.

Often the hardest part about developing a new habit is just getting started.

When I hear a partner at a midsized CPA firm say, “my client” or “my book of business,” the hair on the back of my neck stands up.

In the current economic environment, it could be advantageous for you or your clients to consider a strategic acquisition.

Researching new business prospects before picking up the phone or sending an email will help you determine whether they are a good fit for your accounting firm’s services.