Entries by The Whetstone Group

It’s Time to Embrace Virtual Learning

If you’re one of the thousands of people who has recently transitioned to a remote work environment in the past month or so, hopefully you’re beginning to find your rhythm. The current pandemic has forced some professionals to adopt work from home (WFH) protocols, and some firms to support it perhaps before being “ready”. There […]

Securing Client Loyalty in Uncertain Times

The 2020 coronavirus pandemic has created a lot of uncertainty. In addition to our daily routines being thrown into disorder, the accounting profession is uniquely affected in so many ways. Deadlines are shifting. Rules are changing. Even that which seemed straightforward is open to interpretation (like payroll costs!). There is comfort and security in routine, […]

Your Future Firm Starts Now: Success Strategies for Launching New Services – Part 3

We are taking a closer look at a process firms can use to evaluate and develop new services to meet clients’ needs and create new sources of revenue by building a more consulting-based practice. On Sept. 21st we introduced steps 1 and 2 – Research Market Needs and Evaluate and Prioritize.  Oct. 3rd we examined […]

Your Future Firm Starts Now: Success Strategies for Launching New Services – Part 2

We’re continuing our look at a process firms can use to evaluate and develop new services to meet clients’ needs and create new sources of revenue by building a more consulting-based practice. September 21st we introduced steps 1 and 2 – Research Market Needs and Evaluate and Prioritize.  In this post we introduce steps 3 […]

Unlock Professionals’ Potential by Redefining Your Firm’s Training Approach

For so long, firms have searched far and wide for solutions to their business development challenges. Young, and not-so-young professionals have participated in what I would, by no scientific means, guess is millions of hours of business development training programs. These programs are touted as creating superstar rainmakers in order to solve the firm’s new […]

Client Loyalty

CPA firms of all shapes and sizes are taking a long look at their client service process. And it’s no wonder, considering that client service is THE differentiator among CPA firms and is the linchpin in client loyalty. CPA firms often rely on revenue numbers, realization and chargeable hours to determine how business is going. […]

A Physical Therapist’s Guide to filling your CPA Firm’s Pipeline

If I created a list of Frequently Asked Questions from among my clients at the top of the list would be this: “What’s the most effective way to fill my pipeline with opportunities?” Everyone wants to know the secret. The secret is—there is no secret. There is no one best-practice, one-size-fits-all, guaranteed to work solution. […]