Business development

The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.

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

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.

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

How your brand is shaped in the digital world is affected by online content.

What firm leadership puts into developing the next generation of leadership is what will come out on the other end.

Last month I gave one of the best continuing professional education programs I ever did about the worst topic ever.

Accountants can't afford to sit still, either; they need to be constantly changing.

LinkedIn added a new feature Tuesday for freelancers and small businesses to market services such as accounting and tax preparation.

Without healthy, profitable growth on the top and bottom lines, any firm will struggle and ultimately die.

Does your firm need a brand tune-up?

Use idea filters for a big impact.

The old model of the lone-wolf extrovert who drums up business single-handedly is changing, with roles for more and more members of the firm in business development, says Sarah Dobek of Inovautus Consulting.

All partners and partner candidates in small and midsized CPA firms are very aware they need to originate new business each and every year.

It is imperative that your content for your accounting firm’s website be engaging and relevant to your readers.

Setting up your firm to focus on serving the accounting needs of a specific industry, or special service, is a powerful way to set your accounting practice apart from the rest.

You must understand what your business wants to be and where it wants to go in order to market it effectively.

Your firm’s website is a powerful lead generation tool. When used wisely, your site will attract new clients, and in turn boost your bottom line.

Once your firm is valuable, should you sell or stay independent?