five tips to manage your ‘overwhelm’ level
even a few hours a week to start will be a big relief, from the creator of the accountant’s accelerator.
leadership
four tough client service problems
and dozens of possible solutions from staffers…
at a recent staff workshop, there was a brainstorming session to answer some key questions about what constitutes excellence in client service. four questions were placed on the table:
1. how can we make it easier for our clients to do business with us?
what do you mean they’re not my clients?
no, you don’t own your clients.
by jason m. blumer, cpa/citp
founder, thriveal +cpa network
chief innovation officer, blumer & associates cpas
i’m learning a lot these days. for instance, i’ve learned the value of where my real assets are found.
an australian colleague said he doesn’t call his clients “his” anymore. that is, he has realized something that many of us in the business are slow to accept – your clients are not your property and you do not own them. ouch.
why do i believe this?
before we hit some practical aspects to this truth, 
let me discuss the deeper reasons for this new belief. with the accountancy revolution, i’m seeing that clients, or customers as i like to call them, have the freedom to make their own choices for their service providers. and i now believe this deeply.
managing partner job #1: how to get buy-in
you can’t do it without your marketing director.
by august aquila
aquila advisors
research shows that managing partners and marketing directors are still facing some major challenges when it comes to getting their firms to implement change. why? read more →
start from day one with the ‘one firm’ vision
three essentials to making it work: entrepreneurial spirit, leadership skills and knowledge.
by paul rich
rothstein kass
if your goal is to be a “firm” (rather than a collection of sole practitioners) with the potential for significant growth, maximization of revenue and profits, the “one firm” model should start upon the commencement of business operations.