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Social Networking – a Year Later
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...
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Retaining Clients – What Does It Really Take?
According to the 2009 AICPA PCPS CPA Firm Top Issues survey (http://tinyurl.com/ydx8alr), the most significant concern facing CPA firms today is client retention. This is certainly a shift from...
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Developing Winning Proposals – Part 1
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...
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Developing Winning Proposals – Part 2
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...
View ArticleFind out How to Serve Your Clients Better this Busy Season
Many of our CPA friends will be meeting with a large number of clients over the next several months. To maximize this face-to-face time, take the opportunity to find out how your clients feel they are...
View ArticleARE YOU A DISTRACTED DRIVER?
ARE YOU A DISTRACTED DRIVER? As our society continues to get increasingly busy, it seems we are also getting more and more distracted. We are all multi-tasking to try and complete everything we have...
View ArticleClose More Ideal Business by Selling to Target Accounts
Anyone who walks in the door willing to engage your services is not necessarily the next RIGHT client. Conceptually, most of us agree with that statement. However, very few of us practice this in...
View ArticleIt’s Urgent…
It’s Urgent… How many times have we heard those two words? In our 24/7 world, response times have contracted, and things that used to be just “important” have now become “urgent” thanks to our...
View ArticleMarketing Versus Selling Versus Business Development
In public accounting, we often use “mixed” terms when describing marketing and selling activities and now the combination of marketing and sales activities is referred to as “business development.” The...
View ArticleStop Giving Away Your Services!
As far as we’ve come as a profession, we still encounter CPAs who struggle to bill for services delivered (and/or time incurred) beyond the scope of their original engagement. And, young people are not...
View ArticleTried and True Referral Relationship Tenets – And a New Idea!
As firms focus on growth, referral sources continue to rank at the top of the list for developing new client opportunities. Referral relationships take time to develop and nurture and are built on a...
View ArticleARE YOU A DISTRACTED DRIVER?
ARE YOU A DISTRACTED DRIVER? As our society continues to get increasingly busy, it seems we are also getting more and more distracted. We are all multi-tasking to try and complete everything we have...
View ArticleClose More Ideal Business by Selling to Target Accounts
Anyone who walks in the door willing to engage your services is not necessarily the next RIGHT client. Conceptually, most of us agree with that statement. However, very few of us practice this in...
View ArticleIt’s Urgent…
It’s Urgent… How many times have we heard those two words? In our 24/7 world, response times have contracted, and things that used to be just “important” have now become “urgent” thanks to our...
View ArticleMarketing Versus Selling Versus Business Development
In public accounting, we often use “mixed” terms when describing marketing and selling activities and now the combination of marketing and sales activities is referred to as “business development.” The...
View ArticleStop Giving Away Your Services!
As far as we’ve come as a profession, we still encounter CPAs who struggle to bill for services delivered (and/or time incurred) beyond the scope of their original engagement. And, young people are not...
View ArticleTried and True Referral Relationship Tenets – And a New Idea!
As firms focus on growth, referral sources continue to rank at the top of the list for developing new client opportunities. Referral relationships take time to develop and nurture and are built on a...
View ArticleFour Steps to Faster People Development
“Leadership, like swimming, cannot be learned by reading about it.” — Henry Mintzberg With the Baby Boomers (born 1946 to 1964) retiring at a clip of 10,000 per day, the skills transfer necessary to...
View ArticleAn Introvert’s Guide To Creating Deeper Client Relationships
In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new...
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An Introvert’s Guide To Creating Deeper Client Relationships
In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new...
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