Ten Questions to Ask Potential Clients Before It’s Too Late | Listicle
GROWTH STRATEGIES
The 3-Part Framework Firms Are Using to Fix K-1 Chaos
“Automation alone” can’t solve the K-1 calamity.
By CPA Trendlines Research Staff
Ten Expenses That Even Seniors Can’t Deduct | Listicle
Freeman, Dixon: What to Do When AI Steals Your Clients | Gear Up for Growth
Every client relationship is now up for renewal—and every partner has to learn how to compete.
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Gear Up for Growth
with Jean Caragher
for CPA Trendlines
“The relationship gets you in the door, but it doesn’t get you the work,” says Karen Freeman, chief product officer, DCM Insights, and co-author of Activator Advantage: What Today’s Rainmakers Do Differently, in this episode of Gear Up for Growth, powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. “Once it’s competitive, it’s a lot harder to differentiate based on your past relationship.”
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here |
Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently.
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Freeman and co-author Matt Dixon, founding partner of DCM Insights, reflect on what they have learned one year after the release of their bestselling book. They discuss how AI, changing buyer behavior and increasing competition are reshaping growth strategies for accounting and advisory firms. Firms that rely on traditional relationship-based growth models risk falling behind.
How Siblings Can Derail a Family Business
Succession plans can be tricky … for the advisor.
By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting
Someone has to be the boss. When the founder is active, he or she is usually the boss. But what about parents who step aside to have their children run the business? Particularly where there is more than one child working in the business?
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I’ve seen some situations where two siblings can run the business as equals. And then, there are other situations where they can’t. What do you do?