Business Development

Articles

Building better business advisers: Got conferences? [MNCPA]
Take a hollistic approach to employee development when it comes to conferences.

Filling the gap: Providing broader services to our senior clients [MNCPA]
A simple change to provide additional services to these individuals would be a sweet spot for CPAs because most other professionals (legal and investment firms) are not able to do so.

The new gig(s) in town [MNCPA]
CPAs specializing in personal income tax preparation are seeing more and more small (and not so small) Schedule C’s as the “gig economy” strengthens.

The secret to closing more business without actually selling [MNCPA]
It’s not about what you say; it’s about the questions you ask.

Client accounting services 101 [MNCPA]
Would you like to have a deeper relationship with your clients? Would you like to grow your business and its revenue, all the while having clients who are happy to pay for new and expanding services?

Eight steps for crisis communications planning [MNCPA]
The Oracle from Omaha, Warren Buffet, said it very well: “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”

Learning the ropes: A tale of attending client meetings with a mentor
Teaching less experienced staff members how to work client meetings is a win all around for the team.

Business Perspective: Thomson Reuters [MNCPA]
The future of accounting: From transactions to enduring relationships

Revolutionizing the pipeline meeting [MNCPA]
The pipeline meeting is not uncommon to CPA firms — and the recurring meeting with leaders within the firm can take on many variations.

Can accountants build an AI workforce? [MNCPA]
Accountants can leverage an AI workforce to reduce their workload and enable them to focus on higher-value services.

How high-growth accounting firms are outperforming their competitors
Well, while there may not be a magical “sauce” that leads to instant growth, our research has discovered a few common threads that lead to high growth for accounting firms.

3 fresh approaches to employee surveys for branding
Your employees have a lot to tell you, but only if you ask the right questions to the right employees.

How self-directed websites boost CPA leads
Follow these steps to make your website attractive and inviting to potential clients. Help them become clients.

Don’t fire clients; serve them!
There are countless articles instructing CPAs to fire clients. They fail to appreciate that the client has a stake in the relationship. We should ask ourselves, “How does the client perceive us?” If the client perceived that she received value for the services, she would be more likely to pay the fees. From the client perspective, the equation is value received equals fees paid.

8 questions for entrepreneurial accountants
Ask yourself these eight questions to get your organization on track.

Tips to plan your 2019 marketing technology investment
It's time to create your annual budget, but have you thought through your marketing and technology needs? See how expanding to digital can grow your client base.

Calculated risks enhance clients' experiences
Changing the structure of the traditional accounting firm also enhances employees' experiences

Summertime: Time for a client-service tuneup
Clients of the future know more about the services and products available to them than ever before. They will demand more and pay more for the right services. In response, CPAs must learn new industries, technical skills, management techniques and client-service skills.

How might it be in 2023 and how to get there — part 2
The CPA profession is undergoing the most significant transformation ever in the next five-plus years! This is an exciting time for all of us -- at every level. It is also a time of concern for leaders as they make decisions about their firm's future direction.

How to identify your firm's competitive differentiators
How do you set your firm apart from the competition? Clear competitive differentiators are the key. Learn how to research various audiences, craft marketable messages and clearly state what you offer better than anyone else.

Building meaningful value propositions for prospective clients
I hate to disappoint you but gone are the days of differentiating yourself on quality, service, timeliness, expertise or even your experienced people.

Do you have enough of the right referral sources to grow a practice?
Is your referral source network as strong as it should be? For many of you, the answer is probably no.

Meals and no entertainment: M&E deduction diminished
The Tax Cuts and Jobs Act has revamped many different aspects of the tax law, including the widely-used M&E deduction. Often justifying the expense, businesses have used the M&E deduction to facilitate business relations through lunches, dinners, sporting events, golf outings and shows. The Tax Cuts and Jobs Act has severely limited or, in most cases, eliminated entertainment expenses that were once deductible.

How might it be in 2023 and how to get there
Our CPA profession will undergo the most significant disruption and transformation ever during the next five-plus years! Take a moment to think about that statement. This is an exciting time for all of us -- at every level. It is also a time of concern for leaders as they make decisions about their firm's future direction.

Tax season, busy season or is it really opportunity season?
I have heard so many people complain and fret through their busy season and then burn out. I have also seen many very successful people keep a positive attitude, plan well and weather the tough times year after year with a smile and a bigger book of business.

Price your services right!
You needed to determine how to price your services to maximize your profits without alienating your clients.

Lessons learned from positive, negative encounters
On the topic of leadership, I reached out to 42 public Minnesota-based companies and 15 of the largest privately-owned Minnesota-based companies. My outreach yielded 29 conversations with CEOs and senior executives, many of which turned into 90-minute conversations.

Business Perspective: ADP [MNCPA]
Not an expert in technology or systems integration? You may need to become one if you want to deepen your client relationships, according to new research.

Business Perspective: Drake Software [MNCPA]
To learn more about Drake Software’s new accounting product, the Taxing Subjects Podcast invited Drake Accounting development manager Jay Eager to the studio for a chat.

Compliance challenges abound as taxpayers cope with new law [MNCPA]
The Tax Cuts and Jobs Act (TCJA) takes full effect this year, and there is still a lot more work to do.

Creating change with orange folders [MNCPA]
If there’s one universal truth in this world, it’s this: Creating change in an organization can be difficult.

Unlocking creativity with discipline [MNCPA]
You may think creativity and accounting mix as well as oil and water. But, what if I told you that your performance and business could improve by strengthening your creative mind?

MNCPA membership is half off

Saving 50% just makes cents, right? But the savings don’t stop there. Keep an extra $20-100 in your pocket on most seminars, conferences and webinars when you join the MNCPA. That’s in addition to members-only access to online resources, career tools and networking opportunities. 

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