Sep 15 2010

Do You Know What Your Clients’ Silence Means?

2010-09-15T14:41:02-05:00September 15th, 2010|Leadership, Marketing|

When I teach topics like deepening client relationships and delivering exceptional client service, I discuss the importance of proactively meeting with clients outside of your regular engagement to further your relationship, identify any potential service issues and uncover new opportununities to add value.  Participants nod their heads in agreement and some even approach this discussion [...]

Jul 14 2010

The Question on Everyone’s Mind

2022-02-14T08:41:01-06:00July 14th, 2010|Marketing|

When potential clients are listening to you explain your services, there is always one burning question on their minds.  When prospective employees are evaluating your firm as a possible place to work, they have the same burning question.  And when you’re trying to convince people to adopt a new way of doing something, they also [...]

Apr 14 2010

Experience Greater Networking Success by “Bringing Something to the Party”

2019-10-29T11:16:54-05:00April 14th, 2010|Marketing, Personal Development, Social Networking|

Last month, I had the great privilege to hear motivational speaker W Mitchell speak to my local NSA (National Speakers Association) chapter. Mitchell, as he likes to be called, was a tremendous inspiration and made many great points throughout his talk. But, something that he asked during the introductions portion of the program really struck [...]

Mar 31 2010

Developing Winning Proposals – Part 2

2021-02-23T14:09:26-06:00March 31st, 2010|Marketing, Sales|

In last week’s blog post, Michelle Baca presented the first four steps for developing winning proposals, which focused on the internal preparation of your proposals. This week, Krista Remer will complete the series on proposals by sharing steps five through seven with a focus on how to actually deliver your proposal and then follow up [...]

Mar 24 2010

Developing Winning Proposals – Part 1

2021-02-23T14:17:40-06:00March 24th, 2010|Marketing, Sales|

Have you noticed that at nearly every major accounting conference, there seems to be a session on how to develop effective proposals? It also happens to be one of the topics that we are asked most frequently to offer our advice on. Because this continues to be on the minds of our clients, we wanted [...]

Mar 18 2010

Giving In To Facebook

2010-03-18T03:12:55-05:00March 18th, 2010|Marketing, Personal Development, Social Networking, Web/Tech|

If you have followed my social media journey, you’ll remember my initial reticence to spend time on Facebook.   Even though Facebook has over 400 million users, 50% of whom are logged in on any given day, I have avoided investing professional resources in the platform because I thought it was mostly to be used for [...]

Feb 10 2010

Good News for Tax Preparers and Marketers - IRS 7216 Revisions

2019-10-29T11:17:46-05:00February 10th, 2010|Marketing|

Over the past year, IRS Section 7216 has been a hot topic. Since it went into effect on January 1, 2009, there have been many questions, concerns, and confusion over the legal implications to tax preparers. The intent was to prohibit tax preparers from “knowingly or recklessly” disclosing or using tax related information other than [...]

Oct 6 2009

Retaining Clients – What Does It Really Take?

2009-10-06T22:43:30-05:00October 6th, 2009|Marketing, Sales|

According to the 2009 AICPA PCPS CPA Firm Top Issues survey (, the most significant concern facing CPA firms today is client retention.  This is certainly a shift from previous years, where the quest to find and retain talent were the top concerns of the profession.   Clearly, this is due to the recession, increasing competition [...]

Sep 23 2009

Social Networking – a Year Later

2009-09-23T20:26:30-05:00September 23rd, 2009|Marketing, Sales, Web/Tech|

It’s hard to believe, but our blog, Inspired Ideas, celebrates its first birthday today.  In the inaugural post, I shared my epiphany about the power of social networking – in particular my exposure to the LinkedIn platform ( – and how I really believed that the groundswell of web-based networking and communications tools would drive [...]

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