Ensuring Efficient, Effective Growth

by & filed under All Articles, Growth Leadership.

The days of building business by doing good work and chatting over lunch, ending with a firm handshake are the historical legacy of our profession. But what about the future? Don’t get me wrong – CPAs like a good meal as much as ever. But these days, lasting growth is a systematic process based on proven methodologies and metrics.

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Quit Wasting Time Growing! The Name of the Game is Efficiency and Effectiveness

by & filed under All Articles, Growth Leadership.

The boom times are here. Business is rolling in for most firms. Yet at the same time, I see enormous amounts of time and money wasted on initiatives that don’t contribute to revenue growth – marketing dollars spent on the wrong initiatives, lead generation activities that will never produce a lead, and opportunities being chased which have no hope of closing. Why?

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Empowering Nonprofits Proves Profitable

by & filed under All Articles, Growth Leadership.

Through her efforts to serve a market she loves, CPA Hilda Polanco has markedly elevated the level of financial and professional services available for nonprofit clients. New York City-based Polanco is founder of the consulting firm Fiscal Management Associations, LLC, part of CPA firm ERE LLP. The impressive accomplishments of her niche reflect competence, combined with a marketer’s eye for identifying emerging needs.

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Sane, Strategic, Solid Growth: How One Firm Nailed It and Had Fun in the Process

by & filed under All Articles, Growth Leadership.

These days, Rick Bennett describes his role at the CPA firm he co-founded as “Director of Fun.” While he’s not entirely kidding (at the firm’s elegant new quarters, a huge ping pong table dominates the break room), his self-assigned title understates the meticulous planning and execution that have contributed to rock-solid growth at Atlanta’s Bennett-Thrasher LLC.

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