Eight Key Metrics for CFOs

Posted: July 24, 2015
Eight Key Metrics for CFOs Having strong and timely internal metrics can reveal numerous indicators of inefficiencies and also scalability. Here are eight important metrics that CFOs should have on their daily dashboards.

Seven Tips for Planning Your Next Client Event

Posted: July 24, 2015
Seven Tips for Planning Your Next Client Event Planning a client event can be one of the most stressful parts of a marketing professional’s job, because there’s so much riding on it. Here are several tips on how to make your event a success.

Use Content Management to Effectively Communicate with Clients

Posted: July 24, 2015
Use Content Management to Effectively Communicate with Clients Regardless of what business you are in, clients not only need to hear from you, they want to. This is why resources should be invested in marketing and content creation—to communicate the value a client will realize from working with your firm.

Turning Client Service Outside In

Posted: July 6, 2015
Turning Client Service Outside In An outside-in approach to service starts with the clients’ true needs and addresses their problems by seeking creative, integrated solutions via in-house capabilities combined with those they need to acquire.

9 Ways Big-City CPAs Can Increase Their Visibility

Posted: July 2, 2015
9 Ways Big-City CPAs Can Increase Their Visibility If you are a CPA in private practice in a large metro area, thousands of CPAs are also competing for business in your market. All the discounters run ads and have prominent storefront locations. How do you raise your visibility?

Calculating Customer Lifetime Value

Posted: June 19, 2015
Calculating Customer Lifetime Value Customer Lifetime Value is a customer-centric approach that focuses on three aspects of the customer process: acquisition, retention and development. The analysis will estimate a customer’s potential lifetime value to you, and what you may have to invest to achieve that.

Upcoming Business Management Events

August 18, 2015
Budgeting and Forecasting Tools and Techniques
Atlantic City

August 27, 2015
IT: Risks and Controls in Current and Emerging Environments

September 17, 2015
Technology for CPAs - Don't Get Left Behind

September 18, 2015
Excel PivotTables for Accountants

October 20, 2015
Analytics and Big Data for Accountants

October 21, 2015
Shorten Month-End: Closing Best Practices

October 22, 2015
Transforming Your Role as Controller to Business Partner

November 16, 2015
Advanced Excel

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