After the crush of busy season is over, it’s the perfect time to get out and have meaningful discussions with your clients. Discussions that go beyond the technical or project that you’ve recently working on with them. Questions that probe wants, fears, pains and build rapport on a personal level. Get an update on how … Continue reading It’s Client Development Time
Recipe Courtesy of Judi Stowell from Food Network Magazine Time Total: 1 hr 5 min Active: 20 min Yield: 4 servings Level: Easy Ingredients For the Wings: 2 tablespoons vegetable oil, plus more for the pan 2 pounds chicken wings, split at the joints, tips removed 2 tablespoons unsalted butter, melted 1 teaspoon granulated garlic … Continue reading Honey Sriracha Chicken Wings
I can’t think of a better day to create a short list of clients you’ll fire than the day after a major tax deadline. On this day, the pain and frustration of dealing with “D” clients is fresh and it presents the perfect opportunity to “right size” your practice. Still, too few of us … Continue reading Today’s a Great day to Fire “D” Clients
Art is thrilled to be included with so many thought leaders that are shaping the future of our profession. Read more in this special publication by Accounting Today.
Recently, I had lunch with a mentor and we were talking about a mutual client. He was telling me how he recently recommended to them to start an “innovation fund” to fuel growth in consulting services. Then, a week later, I was at a conference and a Top 25 managing partner talked about his firms’ … Continue reading Do you have an Innovation Fund at your Firm?
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
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?
If you’ve been watching the industry news lately, a handful of firms have adopted an everyday-jeans policy. Essentially, in many cases these policies are worded to say as long as you don’t have a client meeting, you are free to wear jeans in the office every day of the week. It sounds reasonable – as … Continue reading One Risk of your “Everyday Jeans” Policy
Last month we talked about the fact that workload compression is forcing us to change and modify our staffing models, but in many cases, we’re still barely making it through tax deadlines. As we come to grips with the fact that staffing will remain a key challenge for the foreseeable future, we’re forced to look … Continue reading How to Fire “D” Clients
After just emerging from yet another tough deadline, many of you may be asking yourself this question. While I am sure that most firms would love a few more qualified and fully trained people on hand at busy times of the year, this is an extremely tall order. That leaves you to consider the … Continue reading What’s the Real Issue: Not Enough Staff or Too Many Clients?