• Practice Management - QuickRead Top Story

    The Referral Reciprocity Dilemma: Thoughts on Thought Leadership

    October 15, 2025

    When an attorney, banker, CPA, or wealth planner refers business to us, it can feel like we should refer business back to them. But we can’t refer to everyone because we likely don’t have that many referrals to make. The author provides insight on what it takes to become the recommended expert vis-à-vis a referral. When an attorney, banker, CPA, or wealth planner refers business to us, it can feel like we should refer business back to them (because, surely, everyone is keeping score). And we do that when we can. But we can’t refer to everyone because we likely…

  • Practice Management - QuickRead Top Story

    4 Best Ways to Get New Clients That You Must Do More Of

    September 8, 2021

    Last month, Rod Burkert wrote about the four worst ways to generate new clients. Well, then there has to be the four best ways—right?! Read on! Here, Rod Burkert describes what you must do more of to get new clients. Last month, I wrote about the four worst ways to generate new clients. Well, then there has to be the four best ways—right?! Read on! For most businesses, getting referrals is usually a top marketing priority. Who is going to discourage referrals, right?! And while we know referrals are important, do we understand how they actually work (or not)? That…

  • QuickPress

    Coalition Launched to Protect Professional Licensing

    September 25, 2019

    In the wake of various state deregulatory proposals that threaten to have an adverse effect on the CPA profession, the AICPA and the National Association of State Boards of Accountancy (NASBA) have helped found a new coalition of advanced professions focused on educating policymakers and the public about the importance of rigorous professional licensing standards. To read the full article in Journal of Accountancy, click: Coalition Launched to Protect Professional Licensing.