All posts by Art Kuesel

Don’t forget about attrition when considering your 2018 revenue goals

I just got off the phone with a coaching client who set a goal for herself of 10% top line growth or about $350,000 of new revenue.  In the simplest of worlds this may lead you to believe that her practice consists of a $3.5M client base.  However, in her world, this assumption is far … Continue reading Don’t forget about attrition when considering your 2018 revenue goals

I Can’t Live without my Accountant. Can your Clients live without You?

  My accountant, Adam, is my hero.  As a small business owner focused on his craft, I have neither the time nor skills to maintain the financial aspects of my company.  My hero makes sure everything is taken care of for me.  From taxes to cash-flow planning to monthly statements to year-end tax planning to … Continue reading I Can’t Live without my Accountant. Can your Clients live without You?

8th Annual CPA Firm Technology Management Seminar

Technology is becoming more important to CPA firm practices every year.  Firms large and small are increasingly looking to technology to optimize efficiencies, improve processes, and reduce errors and risk.  At the same time they want to increase remote access for staff, foster better client team communication/collaboration, and provide real-time information to clients in the … Continue reading 8th Annual CPA Firm Technology Management Seminar

Who’s on your ABS (after busy season) Call List?

This time of year it’s hard to be proactive with your clients.  With deadlines looming, you are pushed into “critical needs” mode.  However, because you are interacting with so many clients and pouring over details of their financial and business situation, the opportunities for being proactive are virtually endless. Faced with a bounty of opportunities … Continue reading Who’s on your ABS (after busy season) Call List?