Posts by Carrie Steffen
Setting Realistic, Achievable Growth Goals
With spring and summer finally on the horizon, many firms are planning retreats and beginning to set growth goals for next year. It’s the perfect time to re-think your goal-setting process. Don’t just think in terms of acquiring new clients when setting target numbers; it’s important to evaluate all factors that will contribute to your…
Read MoreLooking Inward for Growth
Accountability is a difficult concept for CPA firms where the partnership culture can make what can be perceived as a difficult conversation even more difficult. However, more and more firms are recognizing the value of keeping everyone on task with business development activities and results when it comes to realizing a return on the firm’s…
Read MoreMake 2013 Your Year to Grow
New Year. New Goals. How will you find growth this year, now that busy season is over and growth season is here? There are lots of new tools out there to help you market your firm and grow your top line, but sometimes the best new tools are the old tools implemented in a different…
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