Recently, Colleen and I had to choose a moving company. We had it in our mind to make only one call –to the company that moved us from Minneapolis/Milwaukee to St. Louis and then from St. Louis to Chicago many years ago. We had a positive experience with them and the price was competitive. Let’s … Continue reading Salesmanship Matters
Last week Tuesday I was having a hard time figuring out what to make for dinner. It was almost eight PM, I was very hungry, and I had a pregnant wife on her way home from the trenches of corporate life. I walked to the store and pulled up my recipe app. I must have … Continue reading Keeping Marketing Quick and Easy but also Effective
Whether you are a managing partner, partner, director, senior manager, manager, or in any other role in a public accounting firm, you are typically required to meet certain goals or performance benchmarks to be deemed effective and competent in your role. A basic example would be billable hours or CPE. However, simply meeting your billable … Continue reading Embrace the Power of Goal Setting in 2015 and Achieve Great Things
It’s a privilege and honor to be included in the 2014 list alongside so many influential people in our industry!
I recently began a new client relationship with a partner who told me he hadn’t seen much growth in his practice over the past several years. However, unlike many of my clients who aren’t sure of why their practice growth has stalled, he knew precisely what was happening. He equated the stall in growth to … Continue reading Are you Finding Enough time for Client Development?
I hear this question all the time from clients. The answer usually is a function of how much success do you want to realize? To grow a practice at an average pace of 6-7% a year the answer is usually 2 to 3 marketing activities a week. And to drive an above average rate of … Continue reading How Much Time Should I Spend on Marketing?
Last night I was watching Andi Dorfman, The Bachelorette, pass out roses to some very lucky men. And, her roses were unilaterally accepted by those who wanted to continue dating her. But what if she wasn’t handing out roses? What if it was a dandelion? Or, a thicket of thorn bushes? Or, even poison ivy? … Continue reading Will you Accept this…Dandelion?
The other night I had my last meal of Copper River Salmon for the year. These prized fish are available for only a few weeks a year and come from the Copper River in Alaska. I’ve come to cherish the unique and rich flavor that come from these Salmon – as there is truly no … Continue reading The Client Referral Window is short — just like Copper River Salmon Season
Did you read last week’s article, PCAOB Concerned about Audit Fee Decreases? If you haven’t, it’s worth a read. One topic within the article is the concern about reduced audit quality in the face of declining fees. While that is certainly a valid concern, I would love to discuss a parallel topic that infers that … Continue reading New sources of growth: Are you selling flour or wine?
Busy season is a bear. I know it. You know it. I’ve been in this world fifteen years and I know you sacrifice sleep, your health, time with family and friends, the simple pleasure of downtime, and more—all in the name of meeting your clients’ needs and taking care of their taxes. So, when it … Continue reading It’s time to finally bill what you’re worth