5 Post Busy Season Business Development Activities

Each year, tax season ends and we think about what’s next. Often, that means revisiting marketing and business development activities. While we believe you should continue marketing during tax season because it’s the very best time to grow your business, … Continued

New LinkedIn Changes & What They Mean for CPAs

If you have logged into LinkedIn recently, you may have been surprised by its new look. No, you did not type in the wrong URL. LinkedIn has released a new user interface aimed at streamlining the user experience, making navigation much easier. There are quite a few functionality changes you should be aware of. Below is a summary of what you need to know:

23rd Mid-Year Meeting Takeaways

This year’s mid-year meeting was in Austin, Texas. We had over 20 members and prospects attend the meeting. Below is a synopsis of the session highlights:

What Does Success Really Look Like?

There is a very large misconception around what defines a successful program or initiative. We focus so much on the ROI number that we forget to look at the many other factors that impact growth in the organization. Some of … Continued

23rd Annual Meeting Takeaways

This year’s annual meeting was in San Diego, California. We had over 35 members and prospects attend the meeting, including three members from our international affiliate, Auditrust. Below is a quick summary. M&A The merger and acquisition scene isn’t slowing … Continued

5 Post Busy Season Growth Ideas

Another busy season came and went. Hopefully, this one was easier than previous seasons. While many of you would like to check out mentally until June, consider instead what you will do with your next six to eight weeks. The months … Continued

How to Build a Sustainable Brand for Your CPA Firm

Of the 44,000 CPA firms in the nation approximately 30,000 are sole proprietors. Of the remaining 14,000 practices only a small percentage generate more than $2,000,000 in revenue. The longevity for most of these remaining firms need not be short-lived. … Continued

Leverage Part-Time Workers To Meet Staffing Demands

The Bureau of Labor and Statistics reports that there are almost 20 million people who are available for part-time work. These 20 million people have chosen to work part-time for non-economic reasons. For CPA firms struggling with finding good talent, … Continued