24 Search Results for "edi osborne"

It’s OK to Have Favorite Clients

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Happy business professionals giving high five hand slap

Here’s how to get more work from them.

By Penny Breslin
It’s Not Just the Numbers

You cannot do everything all at once for everyone. This group exercise calls on your team to be an integral part of selecting the best clients to approach for back-office support services.

MORE: Narrow Your Prospects by Choosing a Vertical | Eight Tasks to Delegate Today | Ten Questions for Teamwork | Build Your Team, Then Choose Your Clients | Advisory Services Done Your Way | Yes, You Can Be an Outsourcer | How Back Office Support Adds Value | AI Is Not Your Enemy
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Sit down with your team members and identify those clients you like working with now. Get their experience of working with these clients. Because your team’s collaboration is critical to success, getting their input is vital. The changes that occur will affect them as much as it will your clients.
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How to Be a Small Business Advisor

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…decision-making. We’re small business consultants. Edi Osborne, chief executive of Mentor Plus, always says that we practice random acts of consulting. I know I’m guilty. My issue becomes “Are we…

It’s NOT Just the Numbers

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…some things, and brought in Edi Osborne, the writer of “Firm Forward.” What a wonderful addition. I was awestruck and still am by her talent, expertise, and the kind mentoring…

Pick Your Favorite Clients

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Happy business professionals giving high five hand slapThen get more work from those clients.

By Penny Breslin
It’s Not Just the Numbers

You cannot do everything all at once for everyone. This group exercise calls on your team to be an integral part of selecting the best clients to approach for back-office support services.

MORE: Top Ten Types of Clients (And 24 More Reader Suggestions) | Eight Things to Stop Doing Now | You Don’t Have to Do Everything | Why AI Is Not the Enemy
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Sit down with your team members and identify those clients you like working with now. Get their experience of working with these clients. Because your team’s collaboration is critical to success, getting their input is vital. The changes that occur will affect them as much as it will your clients.
READ MORE →

Geni Whitehouse: Unlock Your Accountant Super Powers

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The Disruptors: Geni Whitehouse shows how to shift from a focus on mere data to priceless wisdom.

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With Liz Farr
for CPA Trendlines

COVID showed us that we can do more than traditional services and that we can respond to change even when we don’t have all the information, CPA Geni Whitehouse tells Liz Farr in an exclusive interview for CPA Trendlines.

MORE VIDEOS and PODCASTS: Private Equity vs. the CPA Firm Partnership | The FinTech Flood: Accounting Will Never Be the Same | The Disruptors: Re-Inventing Accounting with Tyler Anderson |  The Disruptors: How to Scale with New Padgett COO Amanda Aguillard | Eat that Frog: Asking for a Prospect Meeting | Growing Revenue Through Client Service | Lease Accounting Is About to Get Very Real | Google Ads for New Tax Season Clients | Exclusive: Eisner CEO Charly Weinstein Explains the Private Equity Deal  | Flash Briefing: A “Call to Arms” after Private Equity Deal | Four Ways to Beat the Staffing Shortage, with Pasha Malik

GoProCPA.com Exclusively for PRO Members. Log in here or upgrade to PRO today.

COVID has given the profession the opportunity to impact clients in a very real way, and clients now see accountants in a very different light, says Whitehouse long an evangelist in the profession for progressive practices and innovation.

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Doug Sleeter Cited for Leadership

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…Allan Koltin, CPA, CGMA (Koltin Consulting Group) Mark Koziel, CPA, CGMA (AICPA Firm Services) Greg LaFollette, CPA.CITP, CGMA (CPA.com) Clayton Oates (QA Business) Edi Osborne, CSPM, CPBA, CPVA (Mentor Plus)…