Be ready when the time comes.
By Steven E. Sacks
The NEW Fundamentals
Seasoned professionals in CPA firms would rather skip the “meet and greets” because they are burned out, especially during tax season. But it is known that the best time to look for business is when you are doing year-end audit and tax work, letting the client know that you have his or her best interests at heart.
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So, if the managing partner suggests you attend a conference or an open house – either offered by your own firm or by an outside firm – don’t look at it as a chore but rather a way to differentiate you and your firm from the competition. This holds true whether you are a new partner, on the partner track or an up-and-comer who is not sure how to navigate a professional gathering. Especially for the younger professionals, I recommend just jumping in to learn the ropes and the dos and don’ts – sooner rather than later.
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