survey shows 82% of cpas at top 100 accounting firms tie new technology adoption to client retention and firm growth. bay street group research finds accounting firm partners are embracing document management and software-as-a-service solutions to meet client needs and … continued
at aronson & co., lisa cines says technology is reshaping workflows, roles, responsibilities, and how cpas form and maintain professional relationships. by rick telberg if you’re looking for clues to the future, ask lisa cines. until last june, lisa cines … continued
leading the next generation of change. the cpa technology advisor’s “40 under 40” program recognizes professionals who are actively engaged in “making tax and accounting practices stronger and better prepared for changes to come.” meet the class of 2010:
stalled economy separates the quick and the dead. [youtube]zxlj7kzrbew[/youtube] with marginal clients falling by the wayside, it may be time for accountants to rethink how they do business, according to dave pollack, vice president of sales at accountantsworld, makers of … continued
you can get a loan… if you don’t need it. [youtube]qx_udmewxbq[/youtube] but if your business needs credit these days, banks would rather keep their money in the vault, according to sara mikuta, cpa, cfo of leaders bank, oak brook, ill., … continued
“online presence” tops business strategies for this year. interestingly, a list of cpa firms’ plans wouldn’t look much different. see accounting firms dive into digital marketing.
with email marketing emerging as the weapon of choice for business-hungry accounting firms, we figured some firms could use a few pointers e-mail marketing giant mailermailer’s latest e-mail marketing metrics report reveals the six key factors that determine whether or … continued
answering the question: “what can twitter do for you?” lisa barone at outspoken media, inc. says small businesses like accounting firms can use twitter as a way “to find new leads, build relationships, and as an overall way to cost … continued
four top experts lay out action plans.
by rick telberg
accountants and finance executives are finding a newly complex and competitive landscape that requires new strategies and determination, according to a sampling of leading experts.
james c. bourke, cpa.citp, partner at withumsmith+brown, tells me that “keeping competitive and profitable at the same time” is one of the three key challenges he sees facing accountants today.
in addition, he says, accounting and finance managers are struggling to keep “staff busy” and stay “on top of client confidentiality rules and regulations.” some 47 states have now passed privacy security rules that cpas need to understand, bourke says.
to be sure, the opportunities for accountants are just as broad as the challenges.
bourke sees potential leverage at firms that can: read more →
mark stevens advises: instead of saying ‘thank you,’ show customers some real appreciation by giving them your time. my firm’s best and most productive business relationships are born when a client enters the room thinking they know what they want, … continued
10 tips from one of houston’s fastest-growing firms. by rick telberg while some other cpa firms have been immobilized by fear and uncertainty in this economy, houston, texas-based malonebailey has been charging ahead with a new managing partner, a new … continued
is today the right time to invest in new processes and grab some good talent? while some accounting firms struggle in the economic downturn, others are finding new opportunity for growth, profit and investment, according to teresa mackintosh, senior vice … continued
even in a down economy… even when you don’t think you need the staff, great talent can attract new business you never expected. here’s a tip from sandra wiley’s presentation “moving human capital from paralysis to growth,” recorded aug. 16, … continued