Check Your Bedside Manner to Gain More Client Trust

We have all been to a doctor who had an impeccable bedside manner and we tend to remember it for a while. Bedside manner is the way a doctor interacts and communicates with us, their patient, and it is most memorable when we have an ailment that is either extremely concerning, painful, embarrassing or all…

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3 Ideas to Amplify Your Business Development Efforts

Want know what it takes to grow your business? Here are 3 concepts for business development that are worth sharing. Ask the Right Questions One of the best sessions we attended at AAM 2018 was Focus Groups from Hinton Burdick’s Kacey Jones. We’ve been talking about it for years – your success in business development…

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Feedback Is The Breakfast of Champions…

At least it is according to Ken Blanchard, author, leadership expert and coach. And we agree – as do athletic champions! If you study championship athletes, you’ll find that not only do they appreciate feedback, but they seek it out from their coaches, teammates, other experts in their field and by watching videos of their own performance. They…

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Eight Reasons Firms Should Consider Moving to the Cloud

The 2018 CPA Firm Management Association (CPAFMA.org) IT Benchmark Survey found that more than half of responding member firms had moved the majority of their applications and IT Infrastructure to cloud/hosted application providers instead of building and maintaining networks themselves.  Read below why this trend is accelerating and why your firm should be considering the…

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THE KEY TO CLIENT ENGAGEMENTS IS REFRAMING “SALES” AS “COMMUNICATING VALUE.”

In our last post, we talked about how the accounting industry has been disrupted. High-volume, low-profit services such as tax returns are being pushed out by large commercial organizations, leaving small and medium-size accounting firm owners to work increasingly harder for decreasing profits. The solution is to allow your business model to adapt by following these…

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Yes, You Too Can Network Successfully

Some people love meeting new people, rushing gleefully to each networking event with bells on. For most of us, it can be a painful proposition. Here are some ways to make it more fun and productive at the same time. The point of networking, after all, is simply to meet more people and have them…

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Transforming into the Firm of Tomorrow

There’s a lot being written and talked about on firm transformation and innovation today. You can’t go a few minutes on social media without being inundated with content. There are daily articles from the industry’s top publications. Every conference has multiple speakers on the topic. Suffice it to say, the hype is strong. And while…

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Creating Powerful Game Changing Habits

Many accounting professionals realize that in order to be successful in their careers and to help build their firms, certain initiatives must be achieved. A good mix of leading the firm, nurturing and serving clients and building business is the key to the long-term success of the organization. The truth is, successful people have adopted…

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10 Keys to Success for Emerging Leaders

It’s an exciting time to be an emerging leader in the accounting profession! We’re in the middle of a convergence of four opportunities that provide fantastic potential. The profession is undergoing a transformation from automation, machine learning, and big data. Leadership is turning over at a record pace as Boomers retire and Gen X and…

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