Improve Communication in Your Firm

By Sandra Wiley | March 30, 2015 |

As we survey firm team members and ask them what leaders could do to improve culture and engagement in their firm, the overwhelming #1 response we hear is “we need better communication”. The response I get from leaders is “we have been working on that every year, will it ever be good enough?”  My answer…

Read More

Two Simple Questions To Ask Your Clients

By Tamera Loerzel | June 30, 2014 |

Every CPA we meet is committed to delivering exceptional client service. However, it’s easy to get caught in a transactional rut working on client engagements and miss the opportunity to spend a few minutes on your relationship with each of your clients.  Since client retention has consistently been one of the top five issues for…

Read More

Just Ask

By Geni Whitehouse | November 4, 2013 |

The accounting profession prides itself on having all the answers. Do you want to know the depreciable life of a dairy cow? We have the answer. Need to know how to calculate LIFO inventory? We can help. Want to project cash flow for the next 5 years? Give us a call. We have answers. But…

Read More