• Your Practice’s #1 Enemy: You?

    If you’re reading this, you obviously have a heartfelt interest in growing your practice. Not only are you looking for ways to improve and flourish, but you also seek advanced warning of the destructive things that can devour a practice before it’s able to reach its ultimate heights of...

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  • Ownership Thinking: Life or Death for Firms with Employees

      Abraham Maslow, the man who gave us Maslow’s Hierarchy of Needs, once said, ‘The only happy people I know are the ones who are working well at something they consider important.’”  The man who gave us the above quote is Brad Hams, author of Ownership Thinking: How to...

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  • Educate and Assist Your Customers with Your Chatbot

      Once customers find out that you have a chatbot, you’ll want to take a moment and educate them about all of the features. For example, it’s a good idea to give your chatbot a name that’s unique to your business. If your company is selling floral arrangements, then...

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  • Promote Your New Chatbot

      What’s the point of creating a Facebook Messenger Chatbot if customers don’t know that it’s available? You should make it a point to promote the new program across several social media platforms. If you want to build and maintain a successful business, you have to engage current and...

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  • Your Automated Chatbot Greeting

      After you decide on what Customer FAQ’s to add to your Facebook Messenger Chatbot, you should consider creating a warm and inviting automated greeting. A potential customer is browsing your Facebook page, taking a look at customer comments and your posts, and they decide to reach out to...

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  • Using Chatbots for Your Customer FAQs

      When creating a chatbot for your Facebook messenger marketing campaign, you may feel overwhelmed at what you should and should not include in it. After all, you don’t want to inundate your customer with so much information that they lose interest in your product. Which is why you...

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  • The Value of Chatbots for Your Practice

      In order to have your practice succeed in the current market, it’s imperative that you build and maintain a strong online presence. With customers demanding answers at all hours of the day, regardless of what they’re doing or where they are, you should consider using a Facebook Messenger...

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  • Tips on Preventing Mistakes – and How to Deal When They Happen Anyway

      Mistakes happen. It’s inevitable. But there’s no arguing that life – and our practices – operate better with fewer slip-ups.  Something occurred here at my firm recently that I wanted to share, because I think it contains some valuable lessons in communication and team leadership.  My marketing team...

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  • When a Client Comes to Visit: A 10-Point Strategy to Impress

      When a client comes to visit your brick-and-mortar office, there’s no question that you’ll want to make a great impression – one that solidifies their loyalty to your practice and inspires them to tell their friends about you. But to do that, you don’t need to greet them...

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  • A Time to Reflect: Are You Mirroring the Habits of Successful Practitioners?

      Shifting seasons seem to invite life shifts, making this a great time to reflect on our behaviors. Ask yourself: am I living the habits of the world’s most successful CPA practitioners? Here are five places to redirect your energy for maximum impact during these final months of the...

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