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 opening an email newsletter or clicking on a LinkedIn Ad. The better processes we have for collecting, managing, and interpreting that data, the more strategic the action we can take to drive…

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Blockchain Doesn’t Matter (Hear Us Out)

As a firm partner or accounting professional of any kind, you are barraged by urgent messaging all about “Web 3”, “Blockchain,” and “Metaverse.”  How will this emerging tech disrupt our world? Or, more specifically, the world your clients are living in? First, no one knows better than an accountant that the only two certainties in…

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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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Strategic Planning: How to Pass the Baton With Greater Success

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 the time to do exactly that. The time partners spend working in the business simply doesn’t leave enough time to work on the business. This is an error that will catch…

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