Customer Experience

Talk Less. Do More.

September 26, 2019

We all pride ourselves on providing exceptional customer/client service, that is, giving a level of service to a customer after a transaction has taken place.  But a new term has been entering the corporate lexicon and it’s a good one. Be forewarned, however. It isn’t a buzzword. It’s a differentiator!  Customer experience is disrupting…

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Weik Fitness

Gary Shamis: Serial Entrepreneur Provides a Roadmap to Success

September 17, 2019

COURTESY OF WEIK FITNESS What advice would you give someone who is thinking about starting their own business? Gary Shamis: I have a lot of advice for burgeoning entrepreneurs, which is one of the reasons I wrote Building Blocks. These are three that I consider more general, but necessary attributes for…

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Image is everything.

August 15, 2019

This might be some of the craziest, most honest advice you’ve ever received. And you probably aren’t going to like it. But before we get to it, consider first: How long has it been since you walked through the corridors of your firm? Around the building? Through the front door?…

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Building Blocks

Every once in a while, a book comes along that changes the way you work or live.

July 23, 2019

For me, that book was the Turbocharged Company: Igniting Your Business to Soar Ahead of the Competition by Larry Goddard and David Brown. That was thirty years ago. I had a revelation while reading that book and subsequently implemented verticals within the firm, a hugely successful approach to growing the…

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Manage Contacts

Foolproof Formula for Brilliant Relationships

July 17, 2019

The success of my leadership role has been contingent on many things, one of them being my knowledge of people. Whether employees, referrals, clients, or community contacts, the fact that I remember personal information about them was — and continues to be — critical to growing and developing these relationships. …

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Building Blocks

Accounting Today: Summer reading for accountants — 2019

July 12, 2019

Given his storied career as a firm leader and a consultant, Gary Shamis’ name is one to conjure with in accounting, so it should come as no surprise that his latest book is a treasure trove of good advice on entrepreneurialism. It draws lessons from the Top 100 Firm he…

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strategic, implement, execute

Why Do Strategic Plans Fail?

July 1, 2019

Many don’t. Execution is where most firms falter. When leaders expect results but fail to achieve goals, the missing link is inevitably a lack of execution. Look at it like this: A strategy is really just a road map to help get you where you want to go. When leadership is unable to implement…

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When Good is Not Good Enough, Get Out of Your Own Way

June 18, 2019

Developing a sound strategy is critical to a firm’s viability. Yet we are so influenced by what happens within our industry, we’re dubious about stepping outside of it. As a result, most firms develop a strategy based upon an “in-the-box” thinking. Within the accounting industry microcosm they will host industry…

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Building Loyalty

Building Loyalty One Step at a Time

April 15, 2019

In the era of emails and text messages, you probably (hopefully) advocate that staff engage in phone calls and face-to-face meetings with clients as much as possible. The same is true for how you manage them.   Today’s millennial workers want to be managed by communication, collaboration, and interaction. Particularly…

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Writing is No Longer On the Wall

April 15, 2019

In my consulting with accounting firms around the country, I see what I saw inside my own firm — a challenge to differentiate in a commoditized industry. It’s not easy to stand out. My sense, however, is that we are overanalyzing when we need to return to simpler times and…

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