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A healthy succession plan achieves three main objectives: continuity through client retention, client growth and fair financial treatment of all parties.
March 14Oak Street Funding -
Acquirers are very selective because so many firms are looking for a deal.
February 21Optimum Strategies -
Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.
February 19WithumSmith+Brown PC CPAs -
Clients will want to use you when you become their trusted advisor and they think of calling you before they do anything that might impact their business, financial security or growth.
February 5WithumSmith+Brown PC CPAs -
Often enough, creating capacity isn't about hiring people.
December 21Boomer Consulting -
Accounting firm leaders need to take the lead in welcoming new clients.
December 19QuickStart Training Inc. -
How many of the three As would your clients say you possess?
December 1L&H CPAs and Advisors -
Delaying a payment or not paying an invoice are ways for a client to give voice to a problem with your services without causing an immediate confrontation.
November 6WithumSmith+Brown PC CPAs -
Any business that lets past due accounts receivable accumulate is not being managed well.
October 30WithumSmith+Brown PC CPAs -
Your competitors of the future are probably not who you think they are.
October 27L&H CPAs and Advisors