-
I am a strong proponent of partner retreats and offsite meetings.
August 24
Withum -
To get started building your team of entrepreneurs, consider some “assembly instructions.”
August 21 -
Great leaders accept responsibility and look at the mistakes of others or their own as a teaching moment.
August 18
Growth Path Partners -
The pandemic may rule out in-person business development, but that doesn’t mean you should stop reaching out.
August 13
Kuesel Consulting -
We need to excite clients, potential clients and staff. For this, we need marketing skills.
August 10
Withum -
The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.
August 7Hinge -
Making the case for professional sales in today’s accounting marketplace.
August 4
Crosley+Company -
As an accounting professional, these are tough days. But that doesn’t mean your practice can’t grow during this season.
July 10 -
You can’t have a bunch of B, C, D or even F clients if you want it to be an A+ practice.
July 7
Cain & David -
It is important to develop a specialty, but it needs to be balanced with the needs of the practice and your interests.
June 29Kostelanetz & Fink LLP -
Knowing what buyers need, where they do their research, and what influences their decisions are all key to a firm’s success.
June 5Hinge -
Highs, lows, curveballs and surprises are routine for every business, including accounting firms. Pandemics, however, are not routine (thankfully!). This crisis tests and provokes us all to the extreme.
June 3
Optimum Strategies -
Despite the coronavirus, firms can’t afford to stop looking for prospects
May 28 -
Your clients' businesses evolve over time — and the business environment in which they operate changes as well, especially at a time like this.
May 26
CorpNet.com -
This year all playbooks have to be discarded and a fresh start needs to be developed.
May 25
Withum -
There are no fixed rules and you can grow your firm in many ways.
May 13 -
As the owner of an accounting firm, it is crucial to keep a strong direction for your practice and to anticipate and accompany growth.
May 5 -
Many firms organize a summer retreat that they are now postponing or canceling. Whether they are held or not, I recommend not canceling the preparation process.
May 4
Withum -
Some firms may think now is not the time to be reaching out to new clients -- but they can't afford not to keep prospects moving through their pipeline, says business development consultant Art Kuesel.
April 27 -
The current pandemic offers opportunities for firms that are ready to change.
April 7
The Visionary Group










