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A Strategic New Perspective on Testimonials 15 Aug 2013 | 05:00 pm

I encourage all CPAs I mentor to collect and use testimonials.  They serve as potent social proof for your target market, making them feel more comfortable about giving you their business.  They can b...

The CPA Practitioner’s Confidence Crisis 30 Jul 2013 | 05:00 pm

Today’s CPA needs to be more than just someone who cranks out tax returns or financial statements.  Clients in today’s economy want a consultant, an advisor, a coach. In a conversation with Michael M...

Employee Retention Secrets for CPA Practice Owners 15 Jul 2013 | 08:08 pm

Naturally, every growth-oriented CPA practice owner wants to retain their best, most competent employees.   Why, then, do so many CPAs that I meet complain about the “revolving door” in their firm? I...

There’s Great Opportunity for CPAs in Public Speaking 30 Jun 2013 | 05:00 pm

While there is no singular “CPA personality”, in my experience most CPAs shy away from public speaking. And that’s actually good news for you, even if you’re one of the introverted ones. Think about ...

Genius CPAs Use Tracking and Analytics 15 Jun 2013 | 05:30 pm

The successful online marketing of your CPA practice requires a commitment of both time and money, neither of which is anything to sneeze at.  That’s why you should always be on the look-out for ways ...

Streamline Your CPA Practice with Effective Systems 21 May 2013 | 05:30 pm

In order to grow your practice, it’s important that you, the practice owner, focus significant time on the strategic aspects of your business. And in order to do that, you must be willing to relinquis...

The Personal Touch is Good For Business 14 May 2013 | 05:00 pm

In his book Psychology of Persuasion, Kevin Hogan tells us that people are more likely to do what you ask if they believe you have their best interests at heart. We can easily apply this to our CPA pr...

Avoid These Common CPA Marketing Mistakes 30 Apr 2013 | 05:00 pm

Have you developed a truly effective marketing message for your CPA practice?  Check these points to be sure: A Well-Defined Market. More than a few CPA practices have made the error of trying to be a...

CPA Firm Marketing Does NOT Have to Be Boring 11 Apr 2013 | 06:00 pm

Looking to get better results from your marketing and advertising?  Try stepping outside the boundaries of traditional approaches. I talk to many CPAs who think just because they’re in a professional ...

Why Referral Marketing is a Win-Win for CPAs and Their Clients 21 Mar 2013 | 05:00 pm

Referral marketing works incredibly well for CPAs, and here’s why. Most people enjoy being helpful.  Most of us get a kick out of being able to share useful information with someone we know – especial...

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