Top Five Ways to Keep Your Clients and Grow your Practice

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  • The Top 5 Ways to Keep Your Clients and Grow Your Practice

    Proactive Strategic Advice Specialization and expertise in their industry Focus on your best A clients Use the latest and most efficient technologies Communicate your services (cross-sell)


    Source: CPA.COM Insight into the CPA of the Future Study 2014

    Only 8% of CPAs are Future Ready

    Future Ready is the capacity tobe aware, predictive, and

    adaptive of emerging challenges, tech innovations, and trends and changes in business, population, and

    social environment.

  • Only 13% of CPAs Ahead of Curve

  • What SMBs Want?

    Source: What SMBs Want from their CPA 2014 The Sleeter Group

  • The research: Anticipation is showing up across our Profession

    MACPA Member Survey Top Challenges 2014 Sleeter Group Survey 2014

  • Still not convinced? #1 Issue facing CPAs in MACPA-BLI national survey 76% of SMB owners say their CPAs are not proactive 75% of SMB owners have changed firms due to reactive

    services instead of proactive advice 57% want more business planning and strategic advice

  • What your customers rally want?

    "Increasing the proactive consultative approach to business service and technology information is one of the most important factors in improving a firms reputation and the strength of its relationships. - Doug Sleeter


  • CPAs are trusted advisors who help business and organizations shape their future. Combining insight with integrity they deliver value by:

    Communicating the total picture with clarity and objectivity;

    Translating complex information into critical knowledge;

    Anticipating and creating opportunities;

    Designing pathways that transform vision into reality.

    Source: AICPA: CPA Horizons 2025 Report

  • The faster we go, the farther ahead we have to see

  • ANTICIPATION Strategic Thinking External Awareness Vision ConOnuous Learning InnovaOon CreaOvity Problem Solving PrioriOzaOon Business Acumen Decisiveness Influencing/Persuading EmoOonal Intelligence Consensus Building CollaboraOon InspiraOon Risk Management

    Anticipation The Critical Competency Anticipating and reacting

    to the nature and speed of change.

    Acting decisively without always having clear direction and certainty.

    Navigating through complexity, chaos, and confusion.

    Maintaining effectiveness despite constant surprises and a lack of predictability.Source: Conference Board 2015 Ready-Now Leaders Report


  • Hood's greatest a,ribute isn't that he consistently glimpses the future more quickly than the rest of us (though he does). It's that he's able to bring it back to the present and serve as its ?reless, inspiring and effec?ve champion.

    Accounting Today

    Tom Hood, CPA, CITP, CGMA

    Named the Second Most Influential in Accounting by Accounting Today Magazine 2013 & 2015 CPA Practice Adviser Accounting Hall of Fame Top 150 Influencer by Linked-In Top 25 Influencers in Learning & HR by HR Examiner Top 25 Public Accounting Thought Leaders by CPA Practice Adviser Working on Learning Management with AICPA/CPA2Biz, Cloud Curriculum, Performance Management /XBRL, Leadership & Generations

    CEO Maryland Association of CPAs (MACPA) Business Learning Institute (BLI)