Thoughts from Our Managing Partner and Other M&S Thought Leaders
June 11, 2014
A "lost" client is often a misnomer applied when a client or customer is no longer using you or your services. You didn't "lose" the client - they are not like a towel you left at the beach. You know where they are; so they're not "lost." My mother often told the story of the time her two-year-old, Jeffery, got "lost" at The Jewel. I had to wait until I was a parent to break the news to my mom...
June 05, 2014
Mowery & Schoenfeld has merged/acquired three certified public accounting (CPA) firms in the last five years. We are very happy with our decisions. Our industry is in the midst of a wave of consolidation. So why do CPA firms merge? Below are my theories on merging from the perspective of the acquiring firm: Additional flexibility.With critical mass from mergers we are able to experiment, take...
May 29, 2014
"Start With Why: How Great Leaders Inspire Everyone to Take Action" was Simon Sinek's first effort and was written in 2009. I recently discovered it and thought it would be helpful for entrepreneurs. This book is based on what Sinek refers to as "the golden circle" which includes the "Why" in the middle, followed by "How" with "What" on the outside. The theme is that having the proper...
May 13, 2014
As the managing partner of an accounting firm, leading a business through ebbs and flows ranks very high on my priority list - EVERY year. January through April are unmistakably exciting times in a CPA firm and a key time to interact with clients. Because many other industries deal with ebbs and flows as well, I often hear questions about ways to neutralize the ups and the downs. Here are some...
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Submitted by admin on Wed, 2017-06-21 09:20