The holidays are the one time of year that we reach out to friends, family and colleagues to show our appreciation for their involvement and contributions in our life. The Christmas/Hanukkah season is often thought of as the most wonderful time of year. However, for many firms emerging from a troubled economy the discussion around holiday ….[more]
Executive Telemarketing – CPA Firms
The question of executive telemarketing as a viable source of leads for CPA and accounting firms is one that I regularly address with prospects and clients. For some reason there is a sense that such an approach is not appropriate for the accounting world. I don’t know where the poor perception comes from, but the ….[more]
Accounting & CPA Firm Sales
What causes Partners/Senior Managers/Business Development professionals not to listen when prospects or customers try to communicate critical information that may make the difference between a sale or a stall?
Here are seven common barriers to effective listening. Remind Partners/Senior Managers/Business Development professionals to monitor these bad habits when they’re in front of prospects and customers.
Thinking about something ….[more]


