Most CPA firms want to develop deep, trusted advisor relationships with their clients. The benefits are obvious as deeper relationships mean less client churn and more up-sell opportunities. The hard truth is, despite best efforts and intentions, many firms fall short of this goal. The work comes in and the work goes out. There is …
For many change is a scary thought. For others it stirs up ideas of greater opportunity. Regardless of your own personal feelings toward change, one thing is certain…Change is a necessity for today’s CPA firm. Take a look at some of the key take-aways from last year’s Boomer Summit where change was an overarching theme. http://www.deltek.com/blog/home/deltek-professional-services/2015/10/the-2015-boomer-technology-circles-summit-key-takeaways
