Tax & Accounting Blog

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

Understanding your clients’ needs is crucial to tailoring your products so they’re getting the most effective solutions but it can be challenging to ask the right questions. Jumping in feet first by asking the right questions can make a big splash. Here are four types of questions to ask when cultivating relationships with prospects. Reflective, … 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

Why Accountants Count

Why Accountants Count

We know you’re more than just accountants and tax preparers—you’re the experts on what your clients need. You’re advisors, strategists and mentors. You’re partners at your firm and with your clients, and leaders in your profession and community. Some tax preparation providers seem to think that software can replace tax professionals. I don’t buy it—and … 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