Business development

Without these four, a firm is likely to squander opportunities to gain new clients, impede its client retention efforts, and diminish its brand authority.

Many firms don't have a living, breathing strategic plan that enables them to successfully navigate through their next two or three years.

Marketing an accounting firm to prospective clients can be a challenge.

At the 2017 AAM Summit, experts made it clear that new ways of developing business will be critical for today's accounting firms.

At the 2017 AAM Summit, experts made it clear that new ways of developing business will be critical for today's accounting firms.

Professional services companies such as CPA firms are unique animals when it comes to marketing.

Everywhere these days, news headlines scream that automation stands to eliminate many of the traditional jobs in the U.S.

In today’s digitally driven world, properly utilizing social media is necessary for companies who want to remain relevant and competitive—and that includes accounting firms.

Most firms face a never-ending challenge finding and acquiring new clients. According to a recent study, over 70 percent of firms make business development a major priority. Here are five basic mistakes that undermine many firms’ ability to attract new business.

There are two types of accountants—those who do their work with blinders and those with wide-open eyes. Both can do competent jobs for their clients, but the ones with the wide-open eyes grow and can do far better work for their clients.

This program will be a wild ride on everything you need to consider.

I think branding is very important. Everyone and every business has a brand. Inattention to branding creates a brand that might not be what you would like, but nevertheless you will have a brand. Branding needs deliberate attention.

I write a lot about a lot of things. On technical topics I never get negative feedback—unless I wrote something wrong, which fortunately has been very rare, and then it is a gentle nudge that perhaps I overlooked or misread something.

Adding new practice niches is good, right? Well, yes and no.

Feeling overwhelmed by the many options available today for raising the profile of your firm? Here are some more.

In your stacks of business cards there could be a potential goldmine of business opportunities you may have overlooked.

One of my partners once was asked to recommend an accountant who could do corporate tax returns for a very large company.