Download or read book CPA Firm Growth written by Jeffrey S Pawlow and published by Independently Published. This book was released on 2019-07-25 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: CPA firms have long searched for the key to unlocking the secrets of practicedevelopment. This book teaches growth-minded firms time-honored tactics thatstill work, how to spend marketing dollars wisely and outpace the competitionwhile embracing bold new ideas. Featuring proprietary methods, documentation, and case studies, it presents cutting-edge advice from three experts who areconsistently acknowledged by Accounting Today as among the Top 100 MostInfluential People in the fiel

Download or read book Beyond the Days of the Giants written by Paul D. Fisher and published by CRC Press. This book was released on 2017-07-27 with total page 117 pages. Available in PDF, EPUB and Kindle. Book excerpt: During the next 10 years, an estimated 40-50 percent of the partners in public accounting firms will retire. This exodus will place an enormous intellectual and financial strain on firms as they scramble to train and promote new partners, retire the existing ones in an orderly manner, and find the profitability to do so in extraordinarily lean economic times. Beyond the Days of the Giants: Solving the Crisis of Growth and Succession in Today‘s CPA Firms is a practical, readable implementation guide for your firm to use during this next critical decade. It gives step-by-step guidance on how to:Create a growth culture founded in practitioner-led value creation,Build a no-new-cost practice system to operate within it , andRenew practitioner accountability, not to disappearing Giant-centered value creation systems, but to evidence-based value management practiceled by our New Giants.

Download or read book The 90 Day Marketing Plan for CPA Firms How to Create the Roadmap for Your Firm s Growth written by Jean Marie Caragher and published by . This book was released on 2014-05-06 with total page 88 pages. Available in PDF, EPUB and Kindle. Book excerpt: Order now on Amazon or save when you buy direct from the publisher at http: //store.cpatrendlines.com With CPA firms of all sizes seeking new clients as never before, there is no better way than by creating a focused, actionable marketing plan. The 90-Day Marketing Plan for CPA Firms provides a fast-track, step-by-step process to create a plan for firms of any size, from sole proprietors to multi-office, regional firms. This process works for anyone. The 90-Day Marketing Plan for CPA Firms is built with both CPAs and marketers in mind - at firms and practices of all sizes and styles. The sooner you get started, the sooner you reap the benefits: By the time you're finished with this handbook, you'll have a marketing plan that you can start implementing immediately. We guarantee it. So why wait? Highly Recommended "Jean continues to be a trendsetter when it comes to innovative and creative marketing ideas. More importantly, her ideas and concepts work and come from many years of successful execution in CPA firms. Her book is a "must read" for firms serious about growth." - Allan D. Koltin, CEO, Koltin Consulting Group "Jean's process takes the guess work out of developing a strategic marketing plan. This is a must-read for firms who are serious about taking their game to the next level." - Jamie D. Thomas, Director of Marketing & Communications, The LBA Group, Jacksonville, FL "A 'must have' resource for practitioners who want to put their firm on the right path to growth. This practical, step-by-step action plan is like having your own personal GPS with Jean's expertise conveniently packed inside. Say goodbye to confusion as you learn how to navigate from where you are right now to wherever you want to go, in just 90 days." - Tracy Crevar Warren, editor, Bull's Eye! The Ultimate How-To Marketing & Sales Guide for CPAs "In The 90-Day Marketing Plan for CPA Firms, author Jean Marie Caragher has efficiently approached the age-old dilemma of how to get started and how to maintain a marketing approach that will enable a firm of any size to build its brand and develop a sustainable reputation. By integrating practical advice, relevant survey data and a timeline for implementation, Caragher's readers are assured of success. Segmenting the process into manageable, actionable items backed up with explanations provides everyone from the novice to the most seasoned professional with the ability to connect the WHY with the HOW and WHEN." - Sally Glick, Chief Marketing Officer, Sobel & Co., LLC "Whether you want to put together your marketing plan in 90 days or nine months, Jean provides a great framework that will help. She stresses the importance of analyzing clients as well as the marketplace and provides templates for those who wouldn't know where to start. Her process will help anyone start and keep the marketing planning process moving along." - Katie Tolin, Director of Practice Growth, SS&G "What makes this marketing book different from most of what I have read is that this 90-day, 13-week marketing plan does not even begin to discuss marketing until week number 6. Instead, Jean leads you on a journey of discovery about your own firm that includes a complete guide and tools to perform client analysis, industry analysis, SWOT exercises, mission, vision and goal setting. The process is designed to explore what you currently do, what you want to do more of, what you should stop doing and then setting a plan to do just that. This is the rifle shot approach to getting the clients you want... not just more clients." - William R. Pirolli, CPA/CFF/PFS/CGMA, Partner, DiSanto Priest & Co CPAs, Warwick, RI "The 90-Day Marketing Plan is a logical process which allows CPA firm marketers to pursue long-term strategic success... Brilliant and right on point!" - Jack Kolmansberger, Chief Marketing Officer, Herbein+Co., Reading, PA

Download or read book What Really Makes CPA Firms Profitable written by Marc Rosenberg and published by . This book was released on 2012-04-26 with total page 82 pages. Available in PDF, EPUB and Kindle. Book excerpt: This monograph summarizes dozens of high-impact techniques to maximize firm profitability. Based on Marc Rosenberg's experiences with over 700 CPA firms across the country, this monograph focuses on highly effective techniques practiced by North America's most successful firms.

Download or read book CPA Firm Mergers and Acquisitions written by Joel L. Sinkin and published by John Wiley & Sons. This book was released on 2016-11-07 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Chances are you’re looking to buy, sell, or merge your CPA firm. Owners at firms of all sizes are seeking solutions to fund retirements or grow their practices. And, CPA firm M&A activity is only going to increase in the coming years—new deals are announced almost daily. Fortunately, there are steps you can take right now to position you and your firm for success. Written with both buyers and sellers in mind, this comprehensive resource aims to ensure that both parties to a transaction achieve their goals. Authors and transition experts Joel Sinkin and Terrence Putney demonstrate that it is possible to arrive at a reasonable deal where retiring partners are paid a satisfying price for the practice they’ve built, remaining partners make more than they did before, and new owners take on a practice that is poised for continuing success and potential growth. Sinkin and Putney share their best advice on how to: Determine your firm’s value, Get to know your potential partner in a deal, Select a successor your clients will love, Structure alternative deals, Avoid roadblocks, Prepare a practice continuation agreement, Perform due diligence, Execute a win-win deal, and Time and plan for your transition. Each chapter concludes with an Action Agenda to help spur your planning. Plus, it includes a collection of practical tools to assist you through the process of buying, selling, or merging, including practice summary tools, an annual succession planning checklist, sample practice continuation agreement, sample client announcements, due diligence tools, and sample transition letters.

Download or read book Implementing Value Pricing written by Ronald J. Baker and published by John Wiley & Sons. This book was released on 2010-11-29 with total page 78 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for IMPLEMENTING VALUE PRICING A Radical Business Model for Professional Firms "Ron Baker is the most prolific and best writer when it comes to pricing services. This is a must-read for executives and partners in small to large firms. Ron provides the basics, the advanced ideas, the workbooks, the case studies everything. This is a must-have and a terrific book." Reed K. Holden founder and CEO, Holden Advisors, Corp., Associate Professor, Columbia University www.holdenadvisors.com "We've known through Ron Baker's earlier books that he's not just an extraordinary thinker and truly brilliant writer he's a mover and a shaker on a mission. This is the End of Time! Brilliant." Paul Dunn Chairman, B1G1® www.b1g1.com "Implementing Value Pricing is a powerful blend of theory, strategy, and tactics. Ron Baker's most recent offering is ambitious in scope, exploring topics that include economic theory, customer orientation, value identification, service positioning, and pricing strategy. He weaves all of them together seamlessly, and includes numerous examples to illustrate his primary points. I have applied the knowledge I've gained from his body of work, and the benefits to me and to my customers have been immediate, significant, and ongoing." Brent Uren Principal, Valuation & Business Modeling Ernst & Young® www.ey.com "Ron Baker is a revolutionary. He is on a radical crusade to align the interests of service providers with those of their customers by having lawyers, accountants, and consultants charge based on the value they provide, rather than the effort it takes. Implementing Value Pricing is a manifesto that establishes a clear case for the revolution. It provides detailed guidance that includes not only strategies and tactics, but key predictive indicators for success. It is richly illustrated by the successes of firms that have embraced value-based pricing to make their services not only more cost-effective for their customers, but more profitable as well. The hallmark of a manifesto is an unyielding sense of purpose and a call to action. Let the revolution begin." Robert G. Cross, Chairman and CEO, Revenue Analytics, Inc. Author, Revenue Management: Hard-Core Tactics for Market Domination

Download or read book At the Crossroads written by Gale Crosley and published by John Wiley & Sons. This book was released on 2011-01-11 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you'd like to know how to change your underachieving firm, At The Crossroads: The Remarkable CPA Firm That Nearly Crashed, Then Soared may hold the key to a bright new future. This innovative book is told in story form, drawing the reader behind the scenes of a dysfunctional team that applies Crosley?s Practice Growth Model to overcome the defects to produce a highly functional team.

Download or read book The New Fundamentals written by Steven Sacks and published by CPA Trendlines. This book was released on 2020 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book 50 Shades of Sales written by Patrick Malayter and published by . This book was released on 2015-06-01 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: For many in the CPA business, the term "sales" carries a somewhat greasy connotation. Perhaps you think if you do great work and your firm has a fine reputation, clients will just flock in. In today's world, that's simply misguided thinking. Surely there is a reason you're reading these words now. Perhaps you're a manager or senior manager at your firm, and you know to make partner you must demonstrate business development skills or create a practice for yourself. Maybe you're already a partner, and you're being pressed by management to somehow grow your book in today's still-tough economy to replace lost work, or you're facing a downward comp adjustment. Possibly, you lead an office, industry team or have been tapped by your firm to head-up a new initiative, and are striving for ways to stoke top-line revenue. Conceivably, you're the CEO of a Top 100 Firm, and your shop has been languishing in the bottom quartiles of annual CPA firm growth rankings for years, with your firm becoming less and less relevant. As President Clinton said, "I feel your pain." More than just feel your pain though, I passionately believe there are proven ways to radically change your situation for the good, using practical, learnable methods and approaches, which are highlighted and taught in this book.If you've ever searched Amazon for books or videos about CPA sales and marketing training, or Googled to find dedicated CPA firm sales training from those who have personally built or grown substantial practices within a CPA firm environment engaging in real accounting services prospect-sales sessions, you'll find fairly limited results. Actually, you'll find none, until now, that is. This tome fills that void with real world advice that has "crushed it" in starting/growing CPA-related businesses and functional practice areas.As you know, knowledge is only powerful when applied. Take action, and make a difference for your firm and yourself with the tools you'll learn herein!

Download or read book Strategic Connections written by Anne Baber and published by AMACOM. This book was released on 2015-01-07 with total page 270 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unveiling eight indispensable competencies for the new Network-Oriented Workforce, Strategic Connections provides practical advice anyone can use for building better, more productive business relationships. Smartphones, social media, and the Internet can only get a professional so far. At some point, the success of an organization will depend on face-to-face relationships, which means the isolated employees trying to do everything virtually will at some point have to fall back on the tried-and-true, essential skill of relationship building if they are going to survive in today’s increasingly collaborative workforce. You will discover how to: Commit to a positive, proactive networking mindset Earn trust Boost their social acumen and increase their likeability Master conversational skills and deepen interactions Employ storytelling to make communications memorable Businesses don’t have to look very far to find employees with a strong presence in the different social networks. If you want to stand out and make yourself invaluable to your organization, focus on making your presence known in the company’s physical networks.

Download or read book CPA Firm Viability written by Harold E. Arnett and published by . This book was released on 1979 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Accountant s Flight Plan written by Brannon Poe and published by . This book was released on 2010-08-15 with total page 90 pages. Available in PDF, EPUB and Kindle. Book excerpt: Business strategy book for certified public accountants (CPA). A compilation of practical, time-tested tactics for operating a successful public accounting firm.

Download or read book The Practicing CPA on Firm Management written by Graham G. Goddard and published by . This book was released on 1991 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Power Up Your Profits written by Troy Waugh and published by John Wiley & Sons. This book was released on 2005-01-21 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: Expert guidance for CPAs who want to become marketing savvy, improve profits, and gain satisfaction This updated Second Edition demonstrates how combining the power of trust with the power of persuasion can help CPAs sell their services more effectively. Each chapter develops a key concept of marketing or selling that's easy to follow and shows how to apply the concepts to any CPA practice. Through a step-by-step approach to developing and mastering a stronger marketing and sales presence, this book focuses on how to dramatically enhance the reader's growth potential. It presents real-world examples from top CPA rainmakers and other marketing and management gurus, including Tom Peters. This updated second edition offers interviews covering Sarbanes-Oxley and the new accounting rules. Troy Waugh, CPA (Nashville, TN), is founder, President, and CEO of The Rainmaker Academy, a comprehensive three-year leadership, client service, and practice development training program for CPAs.

Download or read book Who Says Elephants Can t Dance written by Louis V. Gerstner and published by Harper Collins. This book was released on 2003-12-16 with total page 310 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who Says Elephants Can't Dance? sums up Lou Gerstner's historic business achievement, bringing IBM back from the brink of insolvency to lead the computer business once again.Offering a unique case study drawn from decades of experience at some of America's top companies -- McKinsey, American Express, RJR Nabisco -- Gerstner's insights into management and leadership are applicable to any business, at any level. Ranging from strategy to public relations, from finance to organization, Gerstner reveals the lessons of a lifetime running highly successful companies.

Download or read book Growth Potential for a Local CPA Firm in Contra Costa County written by Kenton D. Swift and published by . This book was released on 1979 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Definitive Guide to Client Accounting Services written by Hitendra Patil and published by CPA Trendlines. This book was released on 2021 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: