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 →

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 →

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. →

With so much in the world in disarray and businesses feeling like they are in limbo or worse, it may seem like the wrong time to focus much attention on business development at your firm. However, business development is just as important now as ever, if not even more. Needs are there for our prospects … Continue reading Keep your Pipeline Alive now so you can Thrive Later →

I recently wrote an article for the Illinois Society of CPAs on the topic of “D” clients. Don’t mistake this post as being tone-deaf to the current crisis – this is applicable in both good times and bad. As a growth consultant, it’s not often that you will hear me talk about walking away from … Continue reading Are you Ready to Fire your Worst Clients? →

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) →

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) →

It’s an honor to join so many influential, forward thinking, and smart colleagues in this profession once again this year. Click below to see the entire list. https://www.accountingtoday.com/report/the-top-100-most-influential-people-in-accounting