4 min read
3 Tangible Ways to Prioritize a CRM for CPA Firms
In today’s marketplace, every touchpoint across every prospect and client journey is data we should be collecting; whether at a networking event or...
Timely Articles on Growth Strategy and Creating Partnerships
4 min read
In today’s marketplace, every touchpoint across every prospect and client journey is data we should be collecting; whether at a networking event or...
4 min read
As a firm partner or accounting professional of any kind, you are barraged by urgent messaging all about “Web 3”, “Blockchain,” and “Metaverse.” How...
4 min read
How the impact of active participation can elevate your firm. Many managing partners and firm leaders are dismissive of social media, either relying...
3 min read
Many firms don’t get ahead because they don’t prioritize leadership development. The current market climate for accounting, not to mention the pace...
2 min read
Firms are making efforts to invest in leadership training programs which inevitably experience a low ROI. After the first few attempts,...
4 min read
Building and executing a long-term strategic plan is the cornerstone of success for every firm. And yet, managing partners often fail to set aside...
3 min read
Reprinted with permission from Accounting Today. 2020 changed everything about how businesses operate, including how they interact with everyone from...
6 min read
Does your inability to discern the value of your website make you less likely to invest in it? Is it yielding the revenue for your firm that it...