Business development

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.

Firms need to adapt their business development efforts to the reality of the pandemic.

These unconventional times call for concentrating on one or two areas of specialization, and exploiting those to the max.

While conventional wisdom tells us that bigger is better, that’s plain and simple nonsense when it comes to midsized CPA firms and a convenient excuse for less than stellar growth by a firm’s partner group.

I’ve learned through trial and (lots of) error there are three basic approaches to building a website and newsletter for your firm.

If you are, you are guaranteed to have a plan that will fail to deliver on your future vision.

Every accounting firm website shows a full range of services, all with great descriptions. But who is actually driving those services?

Here are seven best practices to boost your website’s efficiency and effectiveness.