Learn strategies to continue growing your firm and shape your firm’s success.
Identify Financial Planning Opportunities During Tax Season
Looking for ways to expand your services to existing tax clients? Download a checklist developed by leading CPA financial planners to find personal financial planning opportunities in your tax practice. This checklist will help you analyze and identify key issues to consider as you prepare, review and discuss your individual tax returns with your clients. If you are looking to formalize your PFP services, the Roadmap to Developing and Managing a CPA Personal Financial Planning Practice is your PFP atlas, with the information you need to plot a route to successfully add personal financial planning as another value-added service to your established practice.
Creating a Niche Forensic Practice: Best Practices from Leading Experts
For individual CPAs and their firms who want to participate in the fast growing niche of Forensic Accounting, find out what you need to know about establishing an effective presence in your local market place. This 17-session AICPA web seminar series will help you find your niche and establish an effective presence in the local marketplace. Seven building-block sessions will provide the background you need, and your choice of 10 niche sessions will prepare you in your choice of specialty areas. Each interactive session is facilitated by experts, many of whom have the CFF Credential. They'll share tips, tools and war stories—plus proven strategies and timely information that will help participants build their business plan and navigate the road ahead.
Baker's Law—Bad Customers Drive Out Good Customers
It is common for professional service firms to grade customers and focus attention on the A and B customers and even hold out incentives to the C customers to upgrade to A or B status. I would like to offer two distinct methods of applying this customer segmentation strategy in a more sophisticated and rigorous manner.
Making an Impression with Your Referral Sources: A New Approach
In this interview, Michael Epstien, CA, of Fuller Landau, Chartered Accountants and Business Advisors, talks about his firm's alternative to cocktail party referral events.
Opportunity in Turmoil
Accountants have been embarrassed with the negative press surrounding our industry. Jay Leno and David Letterman have told more accountant jokes in the last year than attorney jokes.
Journal of Accountancy—“Expand Your Horizons: Niche Marketing Success Stories”
Niche marketing has become a successful strategy for many CPA firms because it identifies target markets and resources, distinguishes a CPA firm from the competition and generates higher profit margins.