Daily Archives: September 19, 2012

Give Clients Three Reasons to Love You at the Next Meeting

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Dazzle them with the pre-meeting meeting.

Joey Brannon
Joey Brannon

by Joey Brannon, CPA
Axiom CPA

There is an old saying that “no man is an island unto himself.” This is certainly true in the world that I live in. I am nothing without my clients. So when we have time with them it is important that we use it to maximum advantage. And having an agenda in place well before the meeting starts exponentially increases the productivity and value of the experience. READ MORE →

Will Today’s Succession Crisis Create Tomorrow’s Buyers’ Market?

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Source: Succession Institute, AICPA

Crisis? What crisis?

by Rick Telberg

The profession may consider CPA firm succession a crisis, but you’d hardly know it from how little CPAs are doing about it.

Some 79% of CPA firms surveyed say succession will be an issue for them within the next 10 years.

But only about 1 in 4 are doing anything about it.

Sure, 46% of multi-partner firms now say they have a succession plan.  And that’s better than the last such study. But, says Dominic Cingoranelli at The Succession Institute, which delivers succession-planning strategies to CPA firms and authored the study, “the idea is still is not getting all that much traction.”

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