Posts Tagged ‘Trends’
Eliminate The Mystery through Communication & Inclusion
When I begin to work with a new CPA firm client, one of the most common issues I encounter is the lack of open, honest, on-going communication between firm leadership and firm team members. In many firms, some leaders are still in the mindset that many of the management and partner topics need to confidential.…
Read MoreWhat Will You Give Up in 2015?
When New Year’s Eve rolls around every year, I get energized about the new version of me that will emerge in the next year. Yes, I am one of those annoying people who do this. I am always open for a chance at a new beginning. I am just wired that way. I did the…
Read MoreNever again sell anything. Ever.
How would you like to comfortably engage in a conversation with an existing or prospective client and end up with a very profitable engagement without selling a thing? Seem like an unrealistic dream? Not only is it possible, but when you totally, completely drop the idea of selling, it can actually become quite easy. The…
Read MoreRethinking Credit Card Merchant Fees
Today, we see the majority of firms reluctantly accepting credit cards from some clients to pay for their accounting services. A relatively small number of firms advertise this option and most only bring it up either when a client specifically asks to use their card or when the firm is trying to collect on a…
Read MoreCan You Feel The Power Shift?
78 million Baby Boomers, born from 1946-1964 need to transfer responsibility, wealth, and assets over the next 12-15 years. It might be easy to lull yourself into believing that the impact of this is a ways off. But studies estimate that 10,000 to 12,000 people are retiring every day and the impact in firms (and…
Read More2014 CPA Management and Technology Trends
One of the core responsibilities of CPA Managing Partners is to monitor and evaluate trends within our profession, looking for opportunities to enhance the future of the firm. This past week, we were fortunate to attend the Future Trends Panel session at the Winning is Everything Conference in Las Vegas where Andy Armanino, Tom Hood,…
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