managing risk in client relations

wishful thinking? by bruce w. marcus professional services marketing 3.0 卡塔尔世界杯常规比赛时间 research has uncovered the startling fact of the wide disparity between how accounting firm management perceives their own performance and how their clients see their performance. (join the … continued

the secret formula for getting new clients

the 16-step plan to focus on landing one new client at a time. by bruce w. marcus professional services marketing 3.0 here’s a little secret about accounting marketing: it always comes down to selling the individual clients – one by one. more … continued

stop thinking like a cpa and start building a growth machine

the four keys driving expansion at middletonraines.

editor’s note: in this first-person account, one of the profession’s most dynamic managing partners shares some of the methods behind his firm’s recent successes.

wesley middleton
middleton

by wesley middleton, cpa
managing partner, middletonraines + zapata llp

as the managing partner of a firm of 37 people, i have felt protective of the strategies we are employing to be successful. i think that is the cpa in me. we will have almost doubled in year two of our firm over year one at the end of this calendar year. how have we done that? by not selling, marketing or managing like a cpa.  read more →