Accounting April 30, 2026
3 Things Accounting Firms Must Fix to Stop Losing Clients
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
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May 13, 2019
Do Your Best People Management
While there are obvious advantages to having your CPA license, a Series 7/65/66 RIA, CFP, ABV, CVA, CBA, or ACFE to validate a particular level of accounting or financial competence, in the information technology world, the certifications are ...
May 13, 2019
Focus on the Digital Client Experience and the Revenue Will Follow
A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.
May 13, 2019
blumshapiro Foundation Announces New Board, Enhanced Mission for Coming Year
blumshapiro, the largest regional business advisory firm based in New England, announced today that the blumshapiro Foundation has a new Board of Directors and a new focus that will continue the firm’s tradition of community giving for the year to come.
May 13, 2019
5 Ways Accounting Firms Can Attract Food Store Clients
If you’re firm is adding or expanding food stores to its industry clients, here are five marketing munchies you can use to attract them.
May 13, 2019
Seven Profit-Focused Bells and Whistles to Add to Your Website
May is the perfect time of year to finalize your marketing strategy for the rest of 2019. Your website is the centerpiece of your digital presence; its 24/7 worldwide reach is the perfect place to make a few tactical upgrades to increase ...
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May 13, 2019
Apps We Love: Financial Planning
Do you trust your money to financial apps? I know many people who find online banking risky and won’t use online investing and planning services, but others have gotten over the hump of trusting online financial services.
May 13, 2019
Going All In
As we reflect back on the end of another busy season of the accounting industry, we are left as always to reflect back on one simple question. Why is busy season always so hard?
May 13, 2019
The Client is (Always? Usually? Sometimes?) Right
Numbers are numbers are numbers, right? If it were all about the numbers, accountants would have seen themselves replaced by computers by now.
May 10, 2019
7 Ways to Prepare Your Accounting Firm’s Marketing for 2020
Ten years ago the iPhone was the only "smartphone" on the market, and few could afford such cutting-edge technology. Fast forward to today where we have access to virtual reality, driverless cars, and incredible convenience ...
May 10, 2019
How to Get Positive Online Reviews for Your Accounting Firm
Today, 72% of people trust online reviews just as much as a personal recommendation. And with more and more people researching businesses upfront, having no reviews online, may come off as a red flag to potential new clients.
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May 8, 2019
4 Strategies for Overcoming Change Fatigue
With all of the transformation efforts going on these days, firms seem to be in the middle of one continual change initiative. Your team members are understandably fatigued for several reasons.
May 7, 2019
Professionals on the Move: May 2019
"Professionals on the Move" is a periodic roundup of promotions and leadership changes at accounting firms and companies serving the profession.