CRM in Accounting & CPA Firms
A recent survey conducted by Templeton Consulting, a technology consulting firm that specializes in working with accounting and CPA firms, reveals that CPA firms are lagging behind businesses in other industries in adopting CRM technology. According to the article, “Unlike other professional services firms, more than 86 percent of ….[more]

Executive Telemarketing In The Lead Generation Mix
In my travels across the web I found a great article on how to conduct an executive telemarketing program. While the buzz around social media and digital media marketing is growing louder, traditionally effective lead generation tactics like this one are being pushed aside. What makes the situation ….[more]

Whatever stage you are in your career it is appropriate to periodically step back and ask yourself the question, “Where am I going in my career and more specifically:

Do I want to grow my practice to the next level?
Do I want to get promoted?
Do I want to become the “go to” ….[more]