1 min read
It’s Time to Introduce Your Accounting Firm's Secret Weapon: The Client Success Manager
One of the most frequent complaints from clients about their experience with their CPA is communication and responsiveness. Gone are the days of...
Timely Articles on Growth Strategy and Creating Partnerships
1 min read
One of the most frequent complaints from clients about their experience with their CPA is communication and responsiveness. Gone are the days of...
1 min read
Last week, our MPB | Leadership Accelerated community got to hear from Peter J Scavuzzo, Chief Information and Digital Officer from Marcum on how the...
4 min read
This article is an overview of a panel discussion at Winning Ways, the accounting profession’s only conference on practice management. Recent months...
6 min read
There are three major disruptors currently occurring in the evolution of professional services marketing. First is the acknowledgement that marketing...
1 min read
Reprinted with permission from Accounting Today. In the end, did our firms really need the Paycheck Protection Program federal grant/loan that we all...
3 min read
Reprinted with permission from Accounting Today. 2020 changed everything about how businesses operate, including how they interact with everyone from...
4 min read
I have a 42-year history in public accounting. I founded and ran one of the largest CPA firms in the country for three decades. I’ve consulted with...