Build your CPA practice by capturing referrals

Service Worthy of a Referral

Want to build your CPA practice by capturing referrals? It all starts with your service. Here are some ideas that any business can implement to help create service that is worthy of a referral.  Turn these ideas into habits and watch your firm soar. 1. Be empathetic – Most client interactions are emotional exchanges as […]

acquisition rules for CPA firms

Acquisition rules for CPA firms to live by

This article first appeared in The Journal of Accountancy’s CPA Insider™  By Brannon Poe, CPA With more and more of the Baby Boomer generation approaching retirement, many CPA firms will soon go up for sale—giving other firms the opportunity to grow through acquisition. There is a lot of information in the accounting profession about succession […]