Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships.

Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.

Richard and Joe welcomed Russell Geyser of Geyser Holdings (formerly Gibraltar Holdings) to the show. His entrepreneurial spirit has led to great financial success in commercial and residential real estate development. He is also a producer of a couple of films in production called Stealing Cars and Lost in the Sun as well as co-founder ...

This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.

1. People 2. Paperlessness 3. Work flow 4. Technology 5. Seasonality 6. Hourly Billing

The three guests have dedicated their careers to the advancement and understanding of mental health. Because May is Mental Health Awareness Month, the show welcomed, Alfredo Aguirre, Dr. Jeffery Rowe, and Shannon Jaccard. Alfredo Aguirre is the Director of Behavioral Health Services of San Diego County and has been the Mental Health Director since 2007. He ...

Building a work environment that promotes community through departments sharing workloads rather than hoarding the best clients. Collaborating with other professionals whose specialties compliment and aid a CPA in making fiscal projects. Giving back to the community in which the firm is based. These are just some of the things that will help define the ...

CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from ...

Recommended Reading Together, your host Richard Muscio and Kathy Kinane founded the Move Your Feet Before You Eat Foundation, which sponsors the annual Oceanside Turkey Trot. The races held Thanksgiving morning have become a loved tradition in Oceanside and had a whooping 8,500 participants in 2013, the event’s eighth year. Kathy Kinane, also founder of Kinane Events ...

The show welcomed two different guests. The first half featured Sarah Boot, who is running for a City Council Seat in District 2. The second interview was with Brad Pagano of the San Diego Financial Literacy Center. Ms. Boot was in private practice early in her law career, but she was drawn to public service ...