TEMPLETON SOLUTIONS BLOG
Manage Your CPA Firm on Purpose: Are You Driving Firm Profitability — or Merely Accepting It?
Would real-time, actionable metrics help you make better decisions? They certainly have in our firm. Like so many other accounting firms, we used to review firm performance metrics a few times a year — usually when we got invitations to participate in MAP surveys. But...
read moreThree Basic Models to Navigate the Cloud
In our last conversation we unlocked some of the mysteries of the cloud. We discovered the cloud is not the data equivalent of a dark alley. Instead the cloud is made up of secure data centers that are subject to stringent security practices, audit controls, and...
read moreThe Recovering Cloud Skeptic
We’ve all met the cloud skeptic. This is often a long time business owner or manager who is wary entrusting their lifelong work, sensitive data, and livelihood to the ethereal place we call the cloud. For this manager, the cloud represents risk and loss of control. ...
read moreTop 5 Reasons CPAs Firms are hesitant to implement a CRM system
5. It’s over my head… I don’t know where to start!! 4. A full CRM system is too much for our firm…What should our requirements be? 3. I don’t have a full IT team to support a CRM system in-house. Too many times a provider installs a CRM tool and the firm never hears...
read moreMissing dashboards in your firm?
Here are 5 reasons why you should consider making them part of your everyday routine. 1) Easy to understand graphics - It’s simple - make things easier. 2) Accessible to everyone in the firm - A global view will keep everyone up to date. 3) Consolidate...
read moreRecruit only the Very Best Talent
It’s no secret that your employees are your most important asset. In the professional services industry, your employees must deliver or you won’t be in business for long. Naturally, finding the right talent doesn’t always work in your favor and that’s a risk all...
read moreUse Data to Uncover New Ways to Increase your Revenue
Data generated from your professional service organization can tell you a lot about your business. From project details per client to revenue and cost analysis based on region. Taken a step further, data can help you uncover new ways to increase your revenue…if you...
read moreAutomate Marketing Success with CRM for Professionals
According to Marketing Sherpa, there is a 45% increase in lead generation ROI for organizations that nurture their leads. Even if you’ve automated other areas of your business, it may be time to focus directly on automating your nurture marketing processes and we know...
read moreData Driven Decisions Drive Good Business
Using data to drive your business decisions is one of those common-sense principals that we no longer pay much attention to and that is a mistake, especially in a time of big data. Service organizations need to make data work for them instead of the other way around....
read moreUsing Social Media to Expand Your Referral Network
Your clients, prospects and competitors likely already use social media, and social media use for professional services firms continues to grow and mature. There are over 1 billion active users on Facebook, 300 million on Twitter, and 350 million members on LinkedIn....
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