To Tweet Or Not To Tweet:  What’s The Question? Twitter (www.twitter.com) has a bad rap.  Most of us think of it as a platform that celebrities use to share meaningless information about their most recent meal or to promote their latest product.  But the application has unbelievable power and reach – all at your fingertips ...

The AICPA’s Private Companies Practice Section (PCPS) group has again conducted a survey in which they asked their members to reveal their most significant struggles.  The PCPS “Top Issues” lists are published based on firm size – from sole practitioners to 21 or more professionals.  There were differences in the results based on firm size, ...

I was sitting in the Minneapolis airport Monday morning when a colleague from Lansing, MI, came over and said hello.  Then I turned around and two other colleagues from a local Minneapolis CPA firm said hello, too.  We were all on our way to the BDO Seidman Alliance Conference in Las Vegas, and it was ...

Many of our CPA friends will be meeting with a large number of clients over the next several months.  To maximize this face-to-face time, take the opportunity to find out how your clients feel they are being served, what your team may be able to do better, and what additional services you could provide them ...

When I teach topics like deepening client relationships and delivering exceptional client service, I discuss the importance of proactively meeting with clients outside of your regular engagement to further your relationship, identify any potential service issues and uncover new opportununities to add value.  Participants nod their heads in agreement and some even approach this discussion ...

When potential clients are listening to you explain your services, there is always one burning question on their minds.  When prospective employees are evaluating your firm as a possible place to work, they have the same burning question.  And when you’re trying to convince people to adopt a new way of doing something, they also ...

Last month, I had the great privilege to hear motivational speaker W Mitchell speak to my local NSA (National Speakers Association) chapter. Mitchell, as he likes to be called, was a tremendous inspiration and made many great points throughout his talk. But, something that he asked during the introductions portion of the program really struck ...

In last week’s blog post, Michelle Baca presented the first four steps for developing winning proposals, which focused on the internal preparation of your proposals.  This week, Krista Remer will complete the series on proposals by sharing steps five through seven with a focus on how to actually deliver your proposal and then follow up ...

Have you noticed that at nearly every major accounting conference, there seems to be a session on how to develop effective proposals? It also happens to be one of the topics that we are asked most frequently to offer our advice on. Because this continues to be on the minds of our clients, we wanted ...

If you have followed my social media journey, you’ll remember my initial reticence to spend time on Facebook.   Even though Facebook has over 400 million users, 50% of whom are logged in on any given day, I have avoided investing professional resources in the platform because I thought it was mostly to be used for ...