Business development

The war for top partner talent at CPA firms has never been as hot as it is today.

No, that’s not a typo. You can focus on five figures per hour once you know how best to leverage your time.

Partner retreats are a hot topic this time of year, with planning for a summer or late October meeting.

Talk is easy, results are the challenge. What should your firm do?

Writing something that people would want to read is essential to establishing yourself as an expert, publicizing your practice, sharing what you know and your experience, and learning more about your topic.

A new era calls for new approaches to client acquisition and client experience.

Even if your firm has an M&A plan in place as part of its growth strategy, you’ll also want to achieve at least some of your growth through sales.

While retailers and consumer-oriented commercial businesses embraced online marketing years ago, accounting practices have been slow to adopt digital marketing strategies.

While one marketer is good, two or more working toward a common goal is even better.

Strategic planning is about the choices partners make about the future of the firm, both what to do and, more importantly, what not to do.

Many firms are struggling to digest and integrate mergers and are finding it difficult to make things happen.

Knowing what is required and completing documentation in a timely fashion maximize the company’s opportunity to receive its incentive reward.

Accounting firms need to leverage their pipelines and sales professionals for success.

Eventually, your firm will get disrupted by dying or merging up.

Sometimes having a fresh set of eyes — a beginner’s mind — gives you a better perspective on tackling tough problems at your organization.

Many firm leaders are in denial and fall short of what’s required, and that’s the principal reason why so many firms can’t get to the next level.

Often the hardest part about developing a new habit is just getting started.

When I hear a partner at a midsized CPA firm say, “my client” or “my book of business,” the hair on the back of my neck stands up.

In the current economic environment, it could be advantageous for you or your clients to consider a strategic acquisition.

Researching new business prospects before picking up the phone or sending an email will help you determine whether they are a good fit for your accounting firm’s services.