Firm Management

August 22, 2018 

This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it means ...

Kristy Short, Ed.D.

August 21, 2018 

Warren Averett, LLC, a nationally ranked accounting firm, recently sponsored a team of employees to travel to Rwanda in partnership with Compassion International.

August 21, 2018 

The AICPA has projected that 75% of CPAs will be eligible to retire in the next 15 years, and most will be men. Meanwhile, the number of women graduating college with accounting degrees has reached near parity with men, over the last decade. Thus, we have a situation where most partners are reaching retirement age,...…

August 21, 2018 

Experts predict that America’s cannabis industry will continue to grow over the next four years. The legal cannabis market was worth an estimated $7.2 billion in 2016 and is projected to grow. Medical marijuana sales are projected to grow ...

August 21, 2018  Sponsored

Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...

August 20, 2018 

Accounting firms of every size plan to increase their use of social media, according to the 2018 Marketing and Business Development Strategies at Accounting Firms study by Capstone Marketing and Bay Street Group, published by CPA Trendlines.

August 19, 2018 

I recently spoke at a BDO Alliance conference where the theme was identifying traits of high performing firms and their leaders. One speaker used a bell curve to describe ‘best in class’ firms, with the majority of firms falling in the middle or ...

Marc Rosenberg

August 19, 2018 

Change vs. Old School is something the accounting profession has had to deal with in recent years too, and while that theme isn’t new to these pages, I’d like to give it a bit of a different twist.

Gail Perry

August 17, 2018 

Do accountants, attorneys, payroll providers and bankers sell services? It sounds so tawdry. Ask any of your peers if they sell services and their unfiltered, off-the-cuff response will likely be “no” – until they think about it, and then grudgingly ...

Firm Management August 17, 2018 

As with any new industry upstart, accountants have an opportunity to increase revenue within this niche by providing tax, accounting, audit, and business services, like bookkeeping, internal controls, workflow, payroll, and cloud-based solutions.

Becky Livingston

August 15, 2018 

It is time for you and your firm to start understanding the millennial mindset, address these issues, and engage top talent of your choice. In order to do so, step one, is to understand the mindset of these millennials, which is different than your own.

Garrett Wagner

August 14, 2018 

These days, clients will turn off the second they feel you’re trying to sell them something and you are not being authentic. The growth of native advertising and influencer marketing attest to the fact that people don’t respond favorably to a more ...

Amy Vetter