Tax & Accounting Blog

Data Analytics and the Accounting Professional: What Does it Mean for You?

Data Analytics and the Accounting Professional: What Does it Mean for You?

As accounting professionals know all too well, it can be a challenge to run a practice, provide great customer service, keep up to date with constantly changing regulations and tax laws and (in case that’s not enough) stay informed on the latest technology trends and innovations. Practitioners often tell me they’re concerned they could be … Read More

Why Simply Sending an Email is Not Nurturing

Why Simply Sending an Email is Not Nurturing

We are surrounded by relationships that require some form of ongoing nurturing – friends, family members, romantic interests, colleagues and professional relationships. One solitary act is not enough to nurture a relationship for the long term (think buying flowers for your girlfriend). One act cannot and should not be expected to achieve lasting effects all on its own. Nurturing … Read More

Marketing Personality Can Help You Earn More Business

Marketing Personality Can Help You Earn More Business

Marketing personality matters. Whether you’re selling widgets, automobiles or professional services, your firm can look pretty much the same as all of the other firms vying for new prospect attention within your profession. This can be a serious problem when you’re selling services to other businesses in addition to individual prospects. How do you differentiate yourself … Read More

Getting Everyone on Board

Getting Everyone on Board

Whether you’re replacing a staff member, bringing on seasonal help or expanding your practice, it’s important to make sure every new employee has all the necessary skills to succeed. Unfortunately, not every firm appreciates the value of a strategic onboarding plan or how critical it is to provide ongoing training to team members. “The vast … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More

Are You Really Listening to Your Clients?

Are You Really Listening to Your Clients?

Sometimes, the best business insights come directly from those you serve. In order to truly hear your clients, though, you need to actively listen. This is a skill. It takes practice. Sometimes, you even have to “listen between the lines” because your clients may ask for one thing, but really want another. Consider this example. … Read More