THE SEVEN KEYS

NEW WEBINARS: Marketing and Client Satisfaction

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Take a Deep Dive into the Latest Research on “The Seven Keys to Success in CPA Firm Management.”

Because you’re a CPA Trendlines reader, I thought you’d like to know about two upcoming marketing and practice development webinars.

Buy Now at the BSG Store
Buy Now at the BSG Store

Working with my colleague Jean Caragher of Capstone Marketing, we will reveal the findings of new research into how CPA firms are surviving-even thriving-with smart business development strategies. We’ll reveal, based on our own empirical research, what’s working and what’s not. And Jean will share her sure-fire strategies for success. READ MORE →

SURVEY RESULTS: Top Tech Trends 2009

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CPA firms pursue going paperless and gaining efficiencies. Accountants and finance managers are looking for more effective workflows and increased productivity as they consider their technology investments this year. To be sure, some tech spending may have slowed, but there’s … Continued

Is Your Company Headed for a Flameout?

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The five steps to failure and three warning signs CPAs cannot ignore. How are CPAs handling the new economic realities? Join the survey; get the answers. by Rick Telberg At Large If there were only three financial metrics you needed … Continued

Bob Bunting on Leadership: Four Crucial Ideas

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What you need to know to make your firm more effective. What are today’s best leadership strategies? Join the study; get the answers. by Rick Telberg/At Large In these treacherous and tumultuous times, the difference between winners and losers – … Continued

Why CPE Will Never Be the Same Again

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How does your firm rate in the CPE race? Join the Seven Keys to Success study; get the results. By Rick Telberg/At Large The global shift towards principles-based accounting standards, combined with the relentless pace of change in the world … Continued