Local accounting firm redefines “R&D” for client retention and business development. How to keep clients happy and build your business. by Rick Telberg At most companies, “R&D” means “research and development.” But at Dugan & Lopatka CPAs in Wheaton, Ill., every … Continued
Demographics Shifts Aren’t Just about Staffing. Clients Are Changing Too. When it comes to bridging the generation gap, most accounting firms focus on what it means for their staff and their own firms. But there’s another dimension to the demographic … Continued
What accountants and finance executives are reading AICPA INSIDER: Top Secrets of a CPA Start-Up http://ow.ly/1fNGo How do accountants define “success?” http://ow.ly/1eZUh John Jantsch: It Is Make a Referral Week! http://ow.ly/16KiPh Do You Know the Top Seven Growth Areas for … Continued
(What recession?) The surprising thing about AOMAR’s CPA Firm Practice Management Survey 2010 is that there were so few surprises. The study turned up very few significant changes between 2009 and 2010. Of course, it’s possible that the major metrics … Continued
Even in a down economy… Even when you don’t think you need the staff, great talent can attract new business you never expected. Here’s a tip from Sandra Wiley’s presentation “Moving Human Capital From Paralysis to Growth,” Recorded Aug. 16, … Continued
So Says The Tax Foundation via The Tax Foundation Citing significant budget shortfalls and the inability to collect sales taxes on many Internet-based transactions, a number of states are considering the adoption of “Amazon taxes.” Such laws, nicknamed after their … Continued
No fee growth across all sizes of firm By Marc Rosenberg, CPA The mantra in 2009 was “flat is up,” which meant that CPA firms would gladly settle for 2009 revenues that simply held firm at the 2008 level, given … Continued
In the suburbs of Washington, D.C., an ex-Army intelligence specialist is breaking the mold for accounting firms and inventing new ways of doing business. by Rick Telberg Maybe it’s the four years he spent in Army intelligence at the Pentagon. … Continued