Please don’t “kill” your clients!

Every year, I buy a gorgeous hanging planter for my front porch.  Vibrant purples and pinks, full and lush–you know the kind.  In May, this planter gets all the TLC I can give it: daily waterings, slow-release fertilizer, fresh potting soil.  The works. And then, June hits. Frankly, I’m just…

Keep reading

Say What? Google Alerts reports when someone is talking about your firm (and what they have to say!)

Managing your online reputation is important.  One tool to help you stay on top of what online influencers are saying about your firm, your industry, or your competition?  Google Alerts. Get instant notification when your company name appears in online by using the free Google Alerts service. It’s easy to set up…

Keep reading

Make sure your referral source network sparks ROI for you, too

A solid referral network is invaluable to a CPA.  Your clients, many of whom need complimentary professional services like legal, financial planning, and insurance, trust your recommendation and are extremely likely to become that professional’s new client. You know that you send your network of trusted resources credible warm leads,…

Keep reading