Business development

I am a strong proponent of partner retreats and offsite meetings.

To get started building your team of entrepreneurs, consider some “assembly instructions.”

Great leaders accept responsibility and look at the mistakes of others or their own as a teaching moment.

The pandemic may rule out in-person business development, but that doesn’t mean you should stop reaching out.

We need to excite clients, potential clients and staff. For this, we need marketing skills.

The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.

Making the case for professional sales in today’s accounting marketplace.

As an accounting professional, these are tough days. But that doesn’t mean your practice can’t grow during this season.

You can’t have a bunch of B, C, D or even F clients if you want it to be an A+ practice.

It is important to develop a specialty, but it needs to be balanced with the needs of the practice and your interests.