Accelerate Practice Development and Fuel Sales
Firm inMotion e-Toolkit: Clients & Relationship Building
Build and strengthen your team’s relationship skills! Equip your team with essentials to intensify trusted relationships while forging new ones and truly understand the importance of networking and effective communication with clients and peers.
Teaching Young CPAs Business Development Skills
Use this video to understand the power of introducing staff to sound principles of practice development early in their firm tenure.
A complement to the broader Firm Competency Model in the PCPS Human Capital Center, this guide focuses exclusively on business development roles. Learn who to hire - and when - as the scope of your practice increases.
From Opportunity to New Client
Use this guide to pursue opportunities efficiently and effectively, gain clients that increase revenues and expand your technical expertise. Provide opportunities to develop people with more complex and interesting work, and raise the visibility and stature of your firm.