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Holiday Party Networking
A question of the holiday season for many professionals is “How far can holiday party networking be carried?” For the most part, I think the best response is, “It can be carried about the length of a...
View ArticleJanuary Webinars for CPAs
The Micro-Niche Method’s Webinar series continues in January with a discussion of Turning Tax Time Into Opportunity Time. I am writing on the subject, but I still have plenty to discuss with you in the...
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The Business Development Team Gathering at the Outset of Tax Season
Most CPA firms take steps to ensure that all members of the firm are fully versed in tax law changes and new requirements for preparers. Most firms also take steps to ensure that internal procedures,...
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Lay the Groundwork During Tax Season to Connect with Clients’ Other Advisors
By David Wolfskehl You can lay the groundwork during tax season to connect with clients’ other advisors. This is another important way that you can make tax season a time of opportunities. Although I...
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How to Decide Which Clients You Will Meet With (face to face) During this Tax...
I’ve already made it fairly clear that I think it is a mistake for a CPA firm to make the decision to reduce the number of clients they see face to face during tax season. At the same time, I am...
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Using Tax Season to Identify Your Clients’ Other Centers of Influence
As I explained in this month’s article, Tax Season presents a prime opportunity to identify all of the other advisors used by your clients and then build relationships with them throughout the year....
View ArticleShould an Accountant Blog?
In today’s world, having a blog is a very important part of every business, including that of an accountant. Some accountants say that they do not have the time to blog, or that they don’t know what...
View ArticleBusiness Development for Accountants: 3 Simple Things You Can Do Every Day to...
Growing and developing your accounting firm is not always easy. While it would be nice to be able to focus solely on your specialty, you also have to realize that this is a business, and you need to...
View ArticleBusiness Development for Accountants: How to Use Technology to Automate Your...
How many times have you thought that marketing more might be good for your business, but you just can’t find the time to do it? You are already busy, and you do not know how you are going to find...
View ArticleHow to Bundle and Market Side Offerings Like Forensic Accounting and...
Impressing your clients and performing well is one way that you can be sure that your clients return and that they provide good testimonials and reviews for you. One of the ways that you can impress...
View ArticleHow to Identify People Who Are Centers of Influence
When you are trying to build your firm and you are talking with people at companies who need accountants, you should make sure that you are speaking with the centers of influence at that company. These...
View ArticleMarketing Your Accounting Practice: Should you Focus Nationally or Regionally?
When you are trying to market your accounting practice, one of the questions need to know is where the focus is going to be. Are you going to try your hand at a national campaign and market to the...
View ArticleMicroniche: How Specializing Your Practice Can Help You Stand Out from the Crowd
What type of accounting does your firm handle? While it might seem to be beneficial to handle all different types of accounting because you can cater to a larger group of people, you may actually find...
View ArticleUsing LinkedIn to Promote Your Accounting Practice
Social media is certainly one of the best outlets for networking, and it is possible to reach more people faster than at any time in history. LinkedIn is one of the popular social media outlets geared...
View ArticleWhy Online Reputation Management for Accountants is Important
When people are looking for a new accountant to handle their personal finances or to help with their business, you can be sure that they are going to do their research. Imagine what they would think if...
View ArticleWhy SEO Offers One of the Best ROIs of any Marketing for Accountants
Like any other business, accountants should always be on the lookout for new and revolutionary ways to market their practice. And especially for ‘numbers folks’ like ourselves, it’s important that any...
View ArticleHow to Separate Your Accounting Practice from the Noise
Our current economic climate is more highly competitive than ever before, and this fact necessitates strategies to differentiate your practice from the vast majority of others. Interestingly, and...
View ArticleBusiness Networking for Accountants: How to Choose the Right Events
When it comes to networking your practice, it can become incredibly easy to allow yourself to get consumed by the number of networking events available to accounting professionals. While these events...
View ArticleCPA Business Development: Tips for Networking
Ok; so after reading last post, how to choose the right networking events, you’ve decided on what events to attend, registered, and put them on your calendar. Now what? How specifically can you get out...
View ArticleBusiness Development for Financial Services: Following Up After a Meeting
Successful financial services professionals need to have a variety of different skills. While many of these are practice-related, often, good business development practice is developed over time. No...
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