The Client-Service Team as Competitive Weapon
Once anathema, firms are increasingly forming tight-knit cadres to service clients better and more profitably, according to Bruce W. Marcus, author of Professional Services Marketing 3.0 READ MORE →
Once anathema, firms are increasingly forming tight-knit cadres to service clients better and more profitably, according to Bruce W. Marcus, author of Professional Services Marketing 3.0 READ MORE →
In this report: Three short checklists to convert new prospects to new clients from Sandi Smith, CPA and creator of Accountant’s Accelerator. READ MORE →
Try instead: ‘That’s something we can do after you hire us.’ Question: I usually give away too much info at a meeting to get a new client. We simply answer too many of their questions during the initial meeting. We … Continued
Practitioners should consider how many of these mistakes they might be making right now, from Ed Mendlowitz, CPA and author of “The Tax Season Opportunity Guide.” READ MORE →
What happens when today’s practice management principles become obsolete?
By Rick Telberg
From “The SevenKeys to Successful CPA Firm Management“
In today’s competitive and rapidly changing business environment, change management may be the single most important skill for every CPA. READ MORE →
Is your accountant ahead of the curve on technology, or behind?
By Rick Telberg
CPA Trendlines
As small and medium-sized businesses move increasingly online and adopt technologically integrated accounting systems, many tax and accounting firms will need to evolve or face extinction, according to a new survey obtained by CPA Trendlines. READ MORE →
Study identifies the value-adds of a COO.
By Marc Rosenberg
Author of “CPA Firm Management and Governance: The essential managing partner’s guide to running a CPA firm like a business.”
In baseball, the Most Valuable Player award is conferred to superstars of the game. There is controversy over who should win the award: the player with prodigious individual production stats or the one player in all of baseball who was the most valuable player to his team, who was indispensable, without whom the team would not be a winner.
In a CPA firm, the nominees for the MVP award are:
Both our experiences with CPA firms as well as the results of several surveys we’ve done of firm administrators show that firm administrators can build a very strong case for winning the MVP award.
A survey of firm administrators
In recent years, we have conducted several surveys of firm administrators across the country.
Here is a summary of key firm admin roles that build the case for the admin being his/her firm’s MVP: READ MORE →