Category Archives: featured

Test Blog Post

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris et tincidunt velit, non auctor sem. Ut iaculis finibus elit, viverra pharetra massa tempus ut. Aliquam posuere sollicitudin elit vel ornare. Proin ut sodales nisl. Fusce elementum laoreet elit, sit amet eleifend nisl convallis non. Fusce ullamcorper risus orci, ut efficitur urna rutrum a. Pellentesque semper … Continue reading Test Blog Post

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!

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?