5 Ways to Revive Your Staff During Tax Season
5 Ways to Revive (and Sustain) Your Staff During Tax Season 1. Stock the office kitchen and fridge with healthy snacks and beverages. Forget the coffee; tea will keep everyone alert and focused...
View ArticleToo Early to Think about 2016 Marketing?
It’s not too late to market for this year’s tax season, but in the event that you don’t have room on your plate, start planning now for next year’s season. Sound crazy? Think about it: every year in...
View ArticleGuest Blog: Getting on Board with LinkedIn
Guest Blog: Getting On Board with LinkedIn A few weeks ago, Chris hosted our bi-annual East Coast Focus Group in Charlotte, North Carolina. Judi Jetson, the marketing director for Carol L. King &...
View Article10 Tips for a Smooth Tax Season
10 Tips for a S-m-o-o-t-h Tax Season 1. One thing that can start a tax client meeting off on the right foot is a warm welcome. When a client arrives for their appointment, does your receptionist get up...
View Article4 Ways Mobile Payments Cut Costs
By Kristen Gramigna, CMO of BluePay Mobile payments don’t just provide your customers with a convenient means to pay for your products or services — they can actually make measurable improvements to...
View ArticleStrategic Planning for Your Accounting Firm
Now that the end of tax season is near, it’s a great time to redirect your focus on your firm. Where do you want to be by the end of 2015? Do you have a plan in place to get you there? If not, it may...
View ArticleStaffing Issues? It May Be Your Firm’s Culture That’s the Problem.
According to the AICPA’s biennial survey, staffing issues, namely finding and retaining qualified staff were the chief concerns among firms of all sizes. Consider what it takes to attract the right...
View ArticleAre you listening to your clients?
There’s a mountain trail near my house; from the top you can see the entire town of Sonoma, and on a clear day you can glimpse San Francisco. I get up at dawn three times a week to run it. At that time...
View ArticleGuest Blog: Why A.C.T.I.O.N Will Always Trump Intention
If you’ve been in practice for some time now, you’ll know that growing the firm pro-actively takes a lot of time. Usually practitioners try to shortcut the process by the buying fees as part of a...
View ArticleGuest Blog: How Technology Helps Accountants Build Credibility and Solidify...
It’s hard to have a conversation about the future of the accounting industry and avoid the topic of technology. Mentions of the ‘firm of the future’ are everywhere and regardless of the source,...
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