Nov 12, 2014 | Special Events & Webinars | Marketing

Cash is King, but Marketing is Everything: Part 3

Setting yourself apart from the competition is not a small task. But it is a hugely important part of creating and maintaining a client base. As an accountant or CPA you are an expert at what you do, but how do you get your clients and potential new clients to see your true value? How do you market yourself to stand apart?

Read More »
Nov 8, 2014 | Business Strategy | Management | Accounting | News

Next-Gen Client Readiness for Accounting Firms

Current technologies available through the cloud and mobile devices can help you at least take a step toward your future as a business advisor and a better accountant...

Read More »
Nov 3, 2014 | News | Accounting | Business Strategy

How to deploy add-ons with clients

Xero recently launched their new learning platform, Xero U, so you can learn about Xero and the add-ons anytime, at your own pace. Once you've selected a tool that meets your clients needs, you need to know how to successfully test and implement it in your practice...

Read More »
Oct 29, 2014 | Management | Business Strategy

Raising the Valuation of Your Services Company

“Boomers”: There are a lot of us, and we are not getting any younger. For many of us, we have either finished (or almost finished) putting our children through college (a phase of life referred to as “enforced poverty”). We are beginning to reward ourselves with “stuff we have always wanted” (the golf school vacation, the 5 carat diamond piece of wearable art, the Harley Davidson…). We are getting concerned about life after work. Have we set aside enough money? What will I do with the business? What is it worth?...

Read More »
Oct 17, 2014 | Accounting | Management | News

How Collaborative Accounting Can Help Grow Your Practice

Expectations are changing. Business owners are in need of more proactive financials advice and accountants are moving away from offerning solely reactive services. Collaborative Accounting is a way to make this transition easier and more effective for your practice...

Read More »