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Coaching your BD Team: Tips and Tools for Leveraging Meaningful Reporting

So, you’ve been put in charge of a business development team (or maybe you’ve been supervising one for a while), and you’re wondering how you can truly measure their success and identify areas of improvement. What do you really need in a BD report? What can the information tell you about their progress, and what … Continue reading Coaching your BD Team: Tips and Tools for Leveraging Meaningful Reporting

How much time should I spend on Business Development? There’s a formula for that!

If you’re just starting out in business development or you’re looking to redouble your efforts after a long pause, designating the ideal amount of time for BD can seem like a guessing game. You want to ensure the time and effort you’re investing is going to pay off, because your time is extremely valuable. Just … Continue reading How much time should I spend on Business Development? There’s a formula for that!

Differentiating in a pandemic: Going beyond compliance and the PPP

When the world came to a grinding halt in March, our tax seasons changed, our audit seasons changed, and everything about how we thought 2020 was going to go changed. Revenue timing is delayed, clients’ ability to pay has been questioned (but mostly debunked), and we’re having to turn our attention to the here and … Continue reading Differentiating in a pandemic: Going beyond compliance and the PPP

What’s Next for Business Development? Consider these five Actions Today.

As we enter another week of this pandemic, more and more days are starting to feel like Groundhog Day. Some states are re-opening in some capacity or another, while other states are still under strict safer-at-home orders. This has created an interesting mix of challenges and opportunities among those I’ve talked to in the CPA … Continue reading What’s Next for Business Development? Consider these five Actions Today.

Surviving the Strangest Busy Season Ever (Webinar Recording)

On April 3rd more than 100 professionals from across the country joined in on a Zoom conference to discuss survival tips for arguably the strangest and most stressful busy season we have ever faced. Our guest speaker, Jon Lokhorst, CPA, ACC, brought us ten tips and coping strategies to navigate the current choppy waters. We … Continue reading Surviving the Strangest Busy Season Ever (Webinar Recording)

Business Development amid Crisis (Webinar Recording)

Speaker: Art Kuesel, President, Kuesel Consulting, Inc. On March 26th more than 100 professionals from across the country joined in on a Zoom conference to discuss business development during crisis. We learned what we can be doing differently right now — to keep your clients and referral sources actively engaged, your personal brand elevated, and … Continue reading Business Development amid Crisis (Webinar Recording)