THE SMALL FIRM AND SOLO PRACTICE

Five Solutions for Price-Sensitive Clients

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Woman complaining to businesswoman at laptop

Do they see the ROI?

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

No matter how small or large your practice is or how experienced you are, you’re probably going to meet some prospect or clients this busy season who are price-sensitive. Many of you try to run from them as far away as possible, and others of you tell me you have to take these clients or you wouldn’t have a full practice.

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So you might already have a solution to dealing with price-sensitive clients that you’re happy with. If you don’t, or are ready for more ideas, this post is for you.
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Lessons Learned from a Small Firm

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Some growing pains never change.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

“CPA Firm Grows Prosperous by Heeding Its Own Advice.” The Wall Street Journal published an article with that title in their May 18, 1981 issue about my firm, and this column describes some of what we did.

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The article began by stating there were about 28,000 CPA firms in the U.S., with about 19,000 being sole practitioners and many others with just two or three CPAs. These numbers are lower than now, so the profession and small firms have grown significantly in the last 40-plus years.
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Cut Tax Season Stress: Twelve Tips

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Happy businesswoman with laptop lying on the grass

Quick, low-cost ideas.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

I don’t want to stress you out, but we really do need to do something about our stress levels.

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The American Psychological Association says our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. The worst part is that  most parents were not aware of the severity of their children’s stress.
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Stephanie Otero: Your Firm, Your Way | Gear Up for Growth

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Success Requires Intention, Focus, and Community.

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Gear Up for Growth
With Jean Caragher
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“Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher.

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“They have the power to intentionally design a practice they enjoy, and that truly works for them,” Otero says in a wide-ranging conversation about the most pressing challenges facing small accounting firms and the strategies that can help them thrive in an increasingly complex environment.

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