Lay the Groundwork During Tax Season to Connect with Clients’ Other Advisors

By David Wolfskehl You can lay the groundwork during tax season to connect with clients’ other advisors. This is another important way that you can make tax season a time of opportunities. Although I understand the logic of focusing your time and attention on churning out the tax returns during the “busy season,” I believe you can derive a number of important advantages from brief...

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The Business Development Team Gathering at the Outset of Tax Season

Most CPA firms take steps to ensure that all members of the firm are fully versed in tax law changes and new requirements for preparers. Most firms also take steps to ensure that internal procedures, expectations, and requirements are understood by all. Many firms do this in a meeting of all members of the firm. Some firms do this by having partners meet with subordinates. Other firms distribute...

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How to Grow in a Zero Growth Environment

According to recent research, the number of accounting firms is declining, as is the number of accountants in public practice. At the same time, the profession is increasingly competitive. Most firms are ramping up their marketing efforts. Many of these firms will see some success. For others, little will change. Building a micro-niche, however, could change the prospects for all of these...

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