Category Archives: BlogPost

Art blogs regularly and is regularly featured in industry publications. If you like being inspired to perform better in a marketing and sales capacity you will love his insightful and practical suggestions and tips. Who knows, you may also get a good recipe out of it.

Recruitment and Retention of Business Developers

What’s more important to your firm – someone who can do the work or someone who can sell the work? It’s a chicken-egg conundrum to be sure. In the opinion of many marketers, neither could exist without the other in today’s competitive accounting marketplace. But, if that’s the case, why are our recruiting and retention … Continue reading Recruitment and Retention of Business Developers

My Friend Nicole and Mutual Trusted Advisors

Yesterday, a great friend, Nicole, earned one of the highest honors in the accounting marketing world – marketer of the year.  This is essentially an award given only to 1 out of 800 accounting marketers nationwide once a year.  It’s a huge honor and she is as deserving, if not more, than every previous award winner I’ve ever … Continue reading My Friend Nicole and Mutual Trusted Advisors

Who’s on Your A.B.S. (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 A.B.S. (After Busy Season) Call List?

Are you showing your clients the love they deserve?

Ah, Valentine’s Day.  It’s a day to show your love and affection for someone special in your life.  But are your clients part of the celebration?  Most of you probably say no, but I argue they should be.  Now, I’m not suggesting you run over to Walgreen’s and get some Charlie Brown valentine cards, rather, … Continue reading Are you showing your clients the love they deserve?

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?