Here’s what you’re looking for: August J. Aquila

MARKETING & SALES

Marketing Without Tears

Portrait of a thoughtful businesswoman looking away in office

What are your clients saying about you?

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Marketing and business development do not have to be painful experiences. If they are, then I suggest that you simply stop what you are currently doing. How many of us are successful in doing painful activities? I know I’m not!

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Start your marketing thinking with the following question: “What kind of firm do I want to have?” While I can offer some suggested answers, the real answer must come from you, and it shouldn’t be determined in two minutes.
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MARKETING & SALES

Four Ways to Prepare Pros to Bring in New Business

Two women shaking hands across a table

Like anything else, it requires practice.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

I have often been asked, “What is the best way to prepare professionals to bring in new business?” I think the people who ask this question are trying to find an easy answer to a more complex issue.

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Unfortunately, there is no single approach that will do the job. But now, having said that, let me offer you the following four approaches that will give you some idea of what to do. As the saying goes, “Different strokes for different folks.” So, use the ones that work best for your firm and the individuals in it.
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GROWTH STRATEGIES

Mr. Inside vs. Mr. Outside

Black cat statue and white cat statue, nose to nose

… which is not to say they never work together.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

“Mr. Inside” is a term often used to describe a role within a professional services firm, particularly in sales and business development contexts. This role contrasts with “Mr. Outside,” who typically focuses on building client relationships and generating new business opportunities externally.

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Mr. Inside

Mr. Inside’s primary responsibilities include:

  1. Client Interaction: Mr. Inside engages with existing clients, addressing their needs, providing information about the firm’s services and ensuring overall client satisfaction. This involves understanding clients’ challenges and goals to offer tailored solutions.

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PRO Member Exclusive

Sixteen Technology Solutions for Accounting Firms

hands on keyboard, network illustrated with connected dots

Use what fits your needs, not what’s trendy.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Certainly, there are several technological solutions that can greatly benefit a CPA firm by enhancing efficiency, accuracy and client service. Here are some technological solutions that can be considered:

  1. Accounting Software and ERP Systems: Utilizing robust accounting software or enterprise resource planning (ERP) systems like QuickBooks, Xero or Sage can help streamline financial management, bookkeeping and reporting processes.

MORE by August J. Aquila
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  1. Cloud-Based Solutions: Moving your firm’s operations to the cloud allows for real-time collaboration, data accessibility from anywhere, and better data security. Cloud accounting software like QuickBooks Online or Xero can be particularly helpful.

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