We frequently say that giving the utmost client service is the best new business strategy because you may not only retain that client but also expand their business with your firm. Most CPA firms would agree with that statement. Yet, many of those same firms…

Generally speaking, CPA firms will almost always respond to an RFP – whether they should or shouldn’t. So they act like there’s no cost to responding to an RFP, when in fact, there certainly can be in terms of out-of-pocket costs for producing printing materials,…

One of the sadder days in the life of a CPA firm comes when a Partner has to leave the firm. Why? Picture a Partner who has some nice clients and maybe a nice book of business. All appears to be well. They keep plugging…

There should never be a time that a CPA firm isn't thinking about its growth plan. No matter what kind of times we're living in, you're either growing or you're dying. That may sound harsh or extreme, but it's a mindset that managing partners would…