CPA firm practice management news and resources

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May 1, 1997

Choosing the right sponsorships

Make your corporate sponsorship work for you. Marketing Clinic By J. Carter Thomas J. CARTER THOMAS is president of Market Development Resources, a Dallas marketing consulting and services firm. W ith $4,000 to contribute, would you rather your firm be the main sponsor of a health agency’s gala

April 1, 1997

The Importance of Customer Focus

EXECUTIVE SUMMARY FOCUSING ON CLIENT NEEDS begins with creating a client service plan to use with each client at least once a year. The client service plan helps you learn not only what each client needs but also what it thinks your firms strengths are and how those strengths are

April 1, 1997

Microsoft

Microsoft Conference to Provide Consulting Help S taff members who are their firms experts on technology and consulting are not invited to Microsofts June conference, but the nonexperts are. The Partners Conference, presented in cooperation with the American Institute of CPAs, is designed to help senior partners figure out the

March 1, 1997

Where to Find Help Online

A guide to Internet resources for CPAs. Where to Find Help Online By John J. Gill John J. Gill , CPA, CMA, is a sole practitioner in Newport News, Virginia, specializing in tax and information technology consulting. A member of the

March 1, 1997

Marketing Close to Home

Who you know matters when getting out the word about a new practice. Marketing Close to Home By Anita Dennis, a Journal contributing editor. EXECUTIVE SUMMARY WHEN STARTING A NEW FIRM, many practitioners make the mistake of trying to be all things to all people. Angela Williams, a

March 1, 1997

Hiring Pros

Hiring pros to help you win new clients. Marketing Clinic By Colette Nassutti Colette Nassutti is a consultant to accounting, law and other professional services organizations. She is the author of Turning Sales Over to the Pros: Fourteen CPA Firms Share Their Experiences , which was issued by

March 1, 1997

An Online Image Campaign

A CPA looked beyond the numbers for a great opportunity. An Online Image Campaign T he Web site of Schwartz Cohen & Co. in Phoenix contains articles by its partners and a description of the firms business valuation services. It provides links useful for accountants, such as Internal Revenue Service

January 1, 1997

Developing the right brochure

Developing the right brochure for your firm Marketing Clinic By John C. Thomas JOHN C. THOMAS is the president of Market Development Resources, a Dallas marketing consulting and services firm. C PAs often spend thousands of dollars and several months developing brochures that prospective clients glance at and

January 1, 1997

New York City CPA

A CPA who isnt afraid to stand alone builds a solo practice in New York City. Marketing Close to Home Anita Dennis is a Journal contributing editor. EXECUTIVE SUMMARY A SOLE PRACTITIONER in New York City has built a profitable practice by using low-level services, such as bookkeeping, as a

January 1, 1997

An elder care consultant

New technology helps the older client. A Practical Site Reaps Marketing Rewards I t was not Karen Stevenson Browns intention to create a Web site to market her practice, which consists mostly of elder care consulting. Two years ago she started a Web site to create links to the few

FROM THIS MONTH'S ISSUE

Tax-efficient drawdown strategies in retirement

Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.