A&A Update: Terms of Engagement [PODCAST]
Also: AU-C Section 200 and Private Company Audits. [Free podcast]
What’s In Your Welcome Kit for New Prospects?
Eight must-have’s and 10 more new ideas. By Sandi Smith, CPA Accountant’s Accelerator If you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of benefits or advantages that you like to mention about your company to every prospect. You may have a very structured way of going about this, and you may not. In any case, building a prospect kit will help you become even more consistent in the presentation of your company’s strong points to prospects. And, it’s absolutely essential as you move into larger and larger business deals. A prospect kit is a sales tool that you can use to communicate information about your [...]
How to Balance the Six Jobs of Managing Partner
You run the job, or it runs you over. by Gary Adamson Adamson Advisory Most of us are thrust into the managing partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you’re performing well? Your partners won’t tell you. If you’re new to the job, do you just do it the same way as your predecessor? Is that the best approach for the firm? Who will mentor you? As I can attest from experience in running my firm for over 20 years, it is a thankless job. I just took a deep breath and jumped in. The best feedback that most of us get [...]
Is ‘Rounds’ the Next Big Thing in Video Chat?
If Facebook has a say, maybe yes. Four things your firm needs to know. by Becky Livingston Royal Apple Marketing If your firm has a Facebook page with any number of followers, a new app could easily replace other conference video chats and webinar platforms for learning and development, content, development projects, and more.
How to Spot Top Talent
What’s partner material at your firm? Click here to join the survey; get the results. by Rick Telberg CPA Trendlines Early returns from the new CPA Trendlines survey into identifying and managing high-potential professionals suggests that, beyond ability, firms are more intent than ever on finding well-rounded individuals capable of taking initiative and developing new business. Above is a word picture of some of the verbatim responses we’re capturing. What are the traits you look for in new hires? Here are a few of the more interesting answers:
What’s Working, What’s Not in Accounting Marketing Today
Accountants pinpoint winning strategies and bottom-line results. Join the survey; get the topline results. by Rick Telberg New CPA Trendlines research conducted for The Seven Keys to Successful CPA Firm Management program isolates at least three defining characteristics of peak performing accounting firms. The research results, to be unveiled in a two-hour workshop, show that so-called SevenKeys Leaders are: 19 times more likely than lagging firms to grow revenue faster than most competitors. 14 times more likely to be more profitable than most competitors, and 11 times more likely to be satisfied with their firm’s performance in marketing and business development. The new research findings also reveal the winning strategies and tactics deployed by the leading firms. At the top [...]
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