Tag Archives: goal

Securing More Meetings with Potential Clients

Worried about not having enough time to adequately present yourself, your firm and your capabilities? The trick is to shape your meeting so that you have just enough time to get prospects curious enough that they want to continue the conversation after you end it.

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Be Instrumental in Your Clients’ Growth and Success, and Never Lose Their Business

If your firm and its CPAs want to truly be successful, then their role can’t just be as a one-dimensional tax or audit professional. They must be multifaceted. They need to be Johnny Depp!

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CPA Firms Must Start with Why

If a client feels inspired rather than manipulated to engage your firm, they will be able to verbalize the reasons why they think hiring you over your competitor makes better sense.

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Spring Cleaning Your Finances

While most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

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4 Lessons Grandparents and Grandchildren Can Learn Together

Although you and your grandchild are at opposite ends of the spectrum, you have more in common than you think. Focusing on what you can learn together and what you can teach each other about financial matters may help you see that you’re not that different after all.

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The 5 Biggest Fouls of Presenting

It’s game time and you’re out to be a star presenter. Don’t become your own worst enemy! Here are the five worst speaking fouls to avoid in your next presentation.

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