Thinking Niche? Start with a Marketing Audit
Three things to know before jumping in. by Jean Marie Caragher Capstone Marketing You can’t start thinking about selecting a niche until you have a firm grasp of your firm’s current situation. That’s...
View Article25 Questions to Ask Before You Launch a Niche
For instance: Can your firm deliver? by Jean Marie Caragher Capstone Marketing Niche marketing is the decision to use a mix of marketing tools to address a specific target: a niche in the market. Using...
View ArticleThe Four Flavors of Niche Strategies
But it depends on your taste for risk. by Jean Marie Caragher Capstone Marketing There are at least four types of opportunities your firm can pursue in considering new niche growth, each with its own...
View ArticleSevenKeys CPA Offers Strategic Planning Online Workshop for Accounting Firms
The SevenKeys to Successful CPA Firm Management, a ground-breaking and comprehensive investigation into the critical success factors for today’s accounting firm, is now offering a two-hour online...
View Article11 Clues Your Clients Are Losers
SevenKeys CPA research shows that the best firms are three times more likely than laggards to fire clients. via AccountingWEB Firing clients is an effective way to manage growth and profitability....
View ArticleHow to Measure Client Satisfaction
Jean Caragher Almost any system will do. But you need a system. by Jean Caragher Capstone Marketing The Seven Keys to Successful CPA Firm Management research indicates that the majority of CPA firms...
View Article4 Keys to Winning Today’s Competitive Battle
At your firm, who’s the chief change officer? By Jean Caragher and Rick Telberg sevenkeyscpa.com Organizations with strong learning cultures have 37 percent greater employee productivity, are 32...
View ArticleMarketing Efforts Surge as Accounting Firms Battle for New Clients
Digital emerging as chief weapon. Results for the new CPA Trendlines study of marketing trends are eye-opening: Accounting firms are rapidly escalating their business-building efforts: 66% of...
View ArticleHow to Boost Profits Up to 85%?
Hint: The answer is closer than you think by Jean Caragher and Rick Telberg SevenKeys CPA Looking specifically at the accounting profession, a five percent improvement in client retention can improve...
View ArticleQ&A: Rich Rinehart on Creating a Great Place to Work
Thanks to the economic bust, the staffing crisis for CPA firms seems to have evaporated. So here’s the question: Does creating a “Great Place to Work” still mean anything these days? Richard G....
View ArticleWhy Creating a “Great Place to Work” Is More Important than Ever
When salaries are tight, corporate culture becomes competitive differentiator. by Rick Telberg The days of concierge service and back rubs for accounting staffers may be over. But has building the...
View ArticleQ&A: Lisa Tierney on Creating a Great Place to Work
Thanks to the economic bust, the staffing crisis for CPA firms seems to have evaporated. So here’s the question: Does creating a “Great Place to Work” still mean anything these days? Lisa Tierney...
View ArticleQ&A: Jennifer Wilson on Creating a Great Place to Work
Thanks to the economic bust, the staffing crisis for CPA firms seems to have evaporated. So here’s the question: Does creating a “Great Place to Work” still mean anything these days? Jennifer Lee...
View ArticleNEW WEBINARS: Marketing and Client Satisfaction
Take a Deep Dive into the Latest Research on “The Seven Keys to Success in CPA Firm Management.” Because you’re a CPA Trendlines reader, I thought you’d like to know about two upcoming marketing and...
View ArticleWhat Are the Essential Elements for Great Leaders in this Economy?
CPA Chad Bordeaux at Beancounter Ramblings has some good answers… “I do not think that these essential elements change so much depending upon the economy. A truly great leader will possess these...
View ArticleNEW WEBINAR: Tues., Nov. 10, “Creating a Great Place to Work”
One of the Seven Keys to Successful CPA Firm Management You may think you’re ready for busy season, but don’t be lulled into a false sense of security. Staffing and productivity issues remain a major...
View ArticlePractice Management: Looking Ahead, Preparing Now
Leaders vs. Laggards and the Seven Keys to Successful CPA Firm Management Melissa Hoffman Lajara at The New York State Society of CPAs reports in the latest e-zine on my part in last week’s Practice...
View ArticleJean Caragher asks: Is the Accounting Profession Setting the Bar Too Low?
She finds an interesting detail in Business Week’s “Best Place to Launch a Career” At her blog, “What I’ve Learned So Far,” Jean writes: The Big 4 firms hold the top four spots: Deloitte (1), E&Y...
View ArticleThe ROI on Learning: Too Good to Ignore
Gary Boomer says training budgets may be “tempting targets during tight times.” But should firms really cut expenses in this area? Boomer, citing Gartner Research, says every hour of IT training...
View ArticleCPA Compensation: What Gets Measured
New survey results put billable hours into perspective. Online Surveys – Zoomerang.com Many CPA compensation plans are based on more than just productivity, according to new CPA Trendlines research for...
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