Here’s what you’re looking for: Martin Bissett

PRO Member Exclusive

What Young Accounting Pros Need to Make Partner

older woman showing young woman something on office computer screen

Four experts provide their insights.

By Martin Bissett
Passport to Partnership

The skill in producing financial reports is limited by the quality of the information presented to the CPA by the client. The motivation of the client to influence that financial information comes in many forms, some intentional and some unintentional. Competence comes first in being able to resist pressure and present a true and accurate position of the client’s organization.

MORE by Martin Bissett
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Sounds obvious, doesn’t it? But there’s a twist.

Competence didn’t actually rank highly in the majority of partner requirements when interviewed in our study at all.
READ MORE →

MARKETING & SALES

Bissett Bullet: Who is Taking Care of Your Team?

Today’s Bissett Bullet: “What do your team need from you in order to be at their very best?”

By Martin Bissett

Your team will need four things in order to do their very best for your clients. They need to be secure mentally, socially, physically and financially. When was the last time you checked that this is the case? It is small gestures such as this that build loyalty in practice.

Today’s To-Do:

Find the time to speak to at least one of your team members today. Ask how they are and find out if there is anything they need from you.

See more Bissett Bullets here

READ MORE →

PRO Member Exclusive

The Seven C’s of Assessing Partner Potential

Competence and culture are just the beginning.

By Martin Bissett
Passport to Partnership

Staffers aspiring to be partners must learn the key characteristics of successful partners. They also must learn how to develop their own personal plans to achieve partnership. Firms and staffers alike need a clear set of procedures, processes and milestones for turning top talent into the next generation of firm leadership.

MORE by Martin Bissett
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

There are seven critically important criteria by which partners assess partners-to-be. I call them:

The Seven C’s
READ MORE →

MARKETING & SALES

Bissett Bullet: Meet the Decision Maker

Today’s Bissett Bullet: “If the prospective client you’re meeting with needs to ‘recommend’ your proposal to others, they are not the person who can make the decision.”

By Martin Bissett

In a number of cases in growing our firms, especially in larger businesses, we can sometimes be palmed off with recommenders and not actual decision makers and yet we treat them as if they are. Do not waste time with people who cannot authorize a payment to you.

Today’s To-Do:

Make sure in a new business meeting that you are meeting with at least one of the decision makers in the business. Also, make sure that any meeting that you have with a recommender is based purely on getting a meeting with a buyer next time.

See more Bissett Bullets here

READ MORE →

MARKETING & SALES

Ten Practical Business Development Steps

Young black businessman looking at his reflection

And 10 questions to ask about yourself.

By Martin Bissett
Business Development on a Budget

I’ve been asking you to believe in yourself, to get your potential clients to open up to you, and to demonstrate to them the outcomes that working with you and your firm would create in their personal and professional lives.

MORE by Martin Bissett
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Now here’s a checklist for you to run through before you begin your next business development initiative, and before each new business appointment that you have.

READ MORE →