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
Only once in my professional adult life have I had my tax returns personally delivered – and it was an amazing experience. My tax advisor, let’s call him Roy, came to my office and walked me through everything. I had a couple of questions, which Roy was able to address immediately. I signed my returns … Continue reading Take a moment for extraordinary client service