Engineering Growth, Ensuring Viability

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Yes, Your Firm Can Succeed on LinkedIn

How the impact of active participation can elevate your firm. Many managing partners and firm leaders are dismissive of social media, either relying on low-level marketing team members to manage it or ignoring it altogether. There is one platform, however, that accounting firms need to be on — and active within — which can make…

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3 Reasons Firms Don’t Invest in Leadership Development

 Many firms don’t get ahead because they don’t prioritize leadership development. The current market climate for accounting, not to mention the pace of change in the industry, has a lot of managing partners carving a hard boundary line for new initiatives. Often placed in the extras category, is leadership development. This is a mistake.  Investing…

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Leadership Training: the Problem isn’t “What,” it’s “Who”

Firms are making efforts to invest in leadership training programs which inevitably experience a low ROI. After the first few attempts, results-oriented leaders invariably give up, writing off the experience as a failed experiment. Sometimes, it is. But as someone who has dedicated the latter part of my career to leadership development, I would offer…

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4 Common Marketing Challenges for CPA Firms

Lost time, lost opportunities and lost revenue. Firms with an eye for growth see with clarity the looming horizon: digitization, leadership development and long-term strategies need to be a priority. Now. Marketing and business challenges go hand-in-hand. They may be symptomatic of a firm’s faulty processes or simply a byproduct of the market at large….

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2021 Winning Ways Conference to Launch in Chicago

2021 Winning Ways Conference

After twenty years together, accounting industry change agents Gary Shamis, Gary Boomer, and Allan Koltin are reimagining their premier industry symposium. Following a pandemic-induced hiatus, hundreds of the accounting industry’s foremost practice leaders and managing partners are eager to get down to business and make up for the interrupted time.

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Why Accounting Firms Need a Digital Marketing Strategy for Business Development

In case you still need convincing that your accounting firm needs a digital marketing strategy, let’s review the context in which the world is doing business. The Practice of Now independent accountant research project from Sage reported the following: 66% of accountants feel that their firm needs to increase the pace of technology adoption in…

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