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August 2014

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8 Tips to Finding New Clients at Trade Shows

Trade shows remain a viable marketing option for accounting firms, yet many practitioners still don’t see the value. The fact is that if the appropriate level of planning is applied, trades shows can prove exceptionally successful in terms of lead generation and networking. Firms must first think through such items as budget, the right shows to attend, and materials (booth, kiosk, giveaways, marketing collateral, etc.). When all the pieces come together, attending a show can prove highly valuable.

Kristy Short, Ed.D

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To Payroll or Not to Payroll? That is the Question… For CPA Startups Now and Then

Los Angeles-based Team Jenn Corp founder Jennifer McCabe is a careful proponent of offering payroll services. “I won’t minimize it, payroll errors can be a nightmare. But payroll is an important part of the confidential employee relationship bucket.” Offering payroll services can also help to instill invaluable confidence and a deep relationship. “It’s worth it. No doubt.” Having provided payroll services from the get-go she and her team have learned quite a bit along the way on what to do and what you want to avoid in spades.

Lori Bolas

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Attracting and Recruiting a New Generation of Accountants

In order to continue the long-term success of an accounting practice, it’s crucial for CPAs to invest in the screening, interviewing and relationship development with up and coming accounting professionals. As the class of 2014 just received their diplomas, there is a host of fresh talent equipped with technology experience, new ideas and the drive to take your firm into the future. The key is meeting these fresh accountants early in their college career to make hiring an easy decision. In order to attract and retain top talent here are a few things to consider when recruiting.

Amy Vetter, CPA