If not, then why do you think you can do your own marketing effectively?  If your firm is like most firms, you periodically find yourself in need of legal representation, investment advice, insurance analysis, etc.  In most cases, you will retain a professional to help guide you.  We’ve had great counsel from many sources over the years, yet for many years when it came to one of the most fundamentally important functions critical to our healthy growth – marketing – we did it ourselves.  And not particularly well.

Simplistically there  are three aspects to a successful growth plan from a marketing perspective Read more…

Several years ago when our team members collectively drafted our mission statement,  one of the underlying principles defining who / what we are was “We strive to do more than our clients expect”.  Subsequently published on our web site as part of our culture, we endeavor to live up to it – not always as successfully as we would like, but nonetheless always attempted.  Unfortunately in our society the value of exceeding expectations is more often forgotten or ignored than practiced.  There aren’t a lot of great examples of companies or organizations who do this.  Two years ago, on yet another honeymoon, I experienced it first hand. Read more…

In my recent post, Beware the Jabberwock, I intended to suggest that as practitioners we always question what is the ‘common body of knowledge’ and accepted management philosophy we have been indoctrinated with over the past 50 years.  My comments were not directed specifically at Ric Payne or Principia, but rather at traditional thinking, while I did use one of Ric’s posts as an example.  My comments were apparently interpreted as a personal attack based on Ric’s comment which we have posted.  After again reading my post, I do see it could be interpreted as a personal attack.   That was not my intent, and I sincerely apologize. Read more…

We have two staff rooms in our offices in Reno. One on the accounting and assurance side of our house, and the other on the ‘Dark Side’. The refrigerators in each are bulletin boards for pictures, insults, jokes and matters of other significance. Typically you hope not to find comments, pictures or references to yourself or something you’ve done.This week, a Senior Assurance Manager posted an article that appeared in the December issue of the Journal of Accountancy Tax Corner titled How to Ease the Burden of Busy Season .The focus of the article is on what some firms have done to make the busy tax season more ‘palatable’, e.g. paying for dinner on Mondays, Tuesdays, Thursdays and Fridays. (Apparently Wednesdays are required family nights.) While lunch isn’t paid for, they do have a delivery service so you can eat at your desk. And my personal favorite ‘vending machine snacks reduced to twenty-five cents’ ! Are you kidding me?!! Read more…