I had the opportunity to answer a question that was recently posed by a seasoned marketing professional who works at a regional CPA firm. Her question was: “…Is there a way I can put into place a system to ensure that partners are following up with prospects that they’ve met, […]
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Lisa Tierney, CLSC is a certified life strategies coach, marketing expert and founder of TIERNEY Coaching & Consulting, Inc., which serves multi-partner CPA firms across the country. Lisa interviewed several up-and-coming CPA professionals who shared their slant on how using a business coach helped them to define – and […]
I know many mid-size regional firms (10-25 partners, $8 – $15 million in revenue) who are facing this issue – how will they payout retiring partners who have large books of business in a way that fosters good client service (from the second tier partner group) but also encourages new […]
I would offer that embellishing the specifics around this by offering a way that a proposal can deliver compelling value that make the reader want to buy now…. A short list of bullet points that explain how the firm (the one proposing) offered similar value to other clients similar to the prospective […]