78 million Baby Boomers, born from 1946-1964 need to transfer responsibility, wealth, and assets over the next 12-15 years. It might be easy to lull yourself into believing that the impact of this is a ways off. But studies estimate that 10,000 to 12,000 people are retiring every day and the impact in firms (and [...]
While I’ve been working with firm leaders in retreats and coaching calls this past year to ensure they have an engaging culture that retains and develops their best and brightest people, we have also been focused on growing the top line so that firms offer growth opportunities and have room to make new partners. Below [...]
We all want to measure social media’s return on investment (ROI); but, because it is rarely the last marketing touch point before a conversion (sale), it may be hard to accurately track its direct impact on your marketing efforts. In measuring your firm’s social media marketing ROI, assumptions may be made because there is often [...]
Start Using Twitter To Develop Thought Leadership Twitter is often a misunderstood social media platform – especially in business. However, Twitter has unbelievable power and reachthat can build credibility and thought leadership for your firm in your targeted niches, industries and specialty services. My partner Jennifer Wilson shared five of the important Twitter benefits in [...]
Anyone who walks in the door willing to engage your services is not necessarily the next RIGHT client. Conceptually, most of us agree with that statement. However, very few of us practice this in reality - especially given the slow recovery from our recent economic downturn and the struggle many firms are experiencing retaining their clients [...]
To Tweet Or Not To Tweet: What’s The Question? Twitter (www.twitter.com) has a bad rap. Most of us think of it as a platform that celebrities use to share meaningless information about their most recent meal or to promote their latest product. But the application has unbelievable power and reach – all at your fingertips [...]
The AICPA’s Private Companies Practice Section (PCPS) group has again conducted a survey in which they asked their members to reveal their most significant struggles. The PCPS “Top Issues” lists are published based on firm size – from sole practitioners to 21 or more professionals. There were differences in the results based on firm size, [...]
I was sitting in the Minneapolis airport Monday morning when a colleague from Lansing, MI, came over and said hello. Then I turned around and two other colleagues from a local Minneapolis CPA firm said hello, too. We were all on our way to the BDO Seidman Alliance Conference in Las Vegas, and it was [...]
Many of our CPA friends will be meeting with a large number of clients over the next several months. To maximize this face-to-face time, take the opportunity to find out how your clients feel they are being served, what your team may be able to do better, and what additional services you could provide them [...]
Our next sessions of our Leadership Development Program for Seniors and Supervisors™ (LDP-SS) is open for enrollment and kicks off on June 2nd! Give your future leaders something to look forward to after busy season - enroll them today!
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