bissett bullet: not all business owners are created the same
today’s bissett bullet: “every business owner you meet will have a unique set of goals, both business and personal, but they will fall under one of three motivations.”
by martin bissett
today's features
joe pine: the transformation economy comes for public accounting | gear up for growth
as ai automates compliance, value shifts to measurable outcomes and client aspirations.
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
author and strategist b. joseph pine ii urges accounting firm leaders to confront a fundamental question: what business are you really in?
more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
according to pine, the profession is approaching a critical inflection point as the global economy moves beyond goods, services, and even experiences, into what he calls the transformation economy.
“you use experiences as a raw material to guide people to change, to help them achieve their aspirations,” pine tells gear up for growth host jean caragher, president of capstone marketing. this shift, he explains, requires firms to move beyond simply delivering accounting work efficiently to helping clients achieve meaningful, measurable change.
it’s time to think about your exit strategy
it’s never too early to consider your legacy.
by jackie meyer
the balanced millionaire: advisor edition
building a successful advisory practice is a significant achievement. but have you considered what happens next once you’ve reached your current goals? it’s easy to get caught up in the day-to-day operations and growth of your firm without thinking long-term. however, true freedom and peace of mind come from knowing you have a plan for the future of your business and the impact you’ll leave behind.
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this article delves into the critical topics of exit strategy and legacy. we’ll explore why it’s essential to plan for the future even in the early stages of building your firm, discuss various options for eventually selling or transitioning your business, and get you thinking deeply about the legacy you want to create. planning your exit isn’t about wanting to quit – it’s about building a business that’s a valuable asset and ensuring your hard work carries on according to your wishes.
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where to focus marketing for your consulting practice
there are three types. where have your efforts been?
by august aquila
max: maximize productivity, profitability and client retention
there is no silver bullet when it comes to marketing. that does not mean that having a focused marketing plan is not of critical importance to the success of your consulting practice. at last count, there were more than 15 different marketing tools that you can use to support your sales efforts, to generate leads and to get prospects to select your firm.
more by august j. aquila
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the first question that comes to mind is, “which of the marketing tools should my firm use?” only you can answer that question, but here are some other things to consider in reaching your decision:
- what do i or my consultants like to do when it comes to marketing?
- what are we trying to accomplish? do you need leads, name recognition, publicity, promotional material, online presence, etc.?
be open to unexpected opportunities
good things can happen in surprising ways.
by ed mendlowitz
call me before you do anything: the art of accounting
my friend al is a sole practitioner with seven staff members and a thriving audit practice, besides the typical tax and small business tax clients.
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he is getting older, and while he has no plans to retire and is actively trying to grow his practice, he periodically meets with larger firms to see if there is an interest in acquiring his practice when that day comes. by doing this he stumbled on a fantastic business development formula.
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