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The Accounting Educator from Your Financial Success Advisors
October 28, 2008

Dear Galen Workman,

in this issue
  • Are You Hungry and Humble?
  • Learn How to Grow Your Business
  • Saying Good-Bye to Bad Fits
  • Panic is not a Strategy
  • Is Your Accountant Worth Your Money?

  • Learn How to Grow Your Business
    Business Growth Strategy Seminar October 30, 2008

    There are only 4 ways to grow your business. Learn them Thursday from 5 to 7 at the free Business Growth Seminar at Sterck Kulik O'Neill's San Francisco office.

    Register now and you'll also and learn to identify and monitor Key Performance Indicators and explore a four-step process entrepreneurs can use to empower their teams to improve the numbers.

    You will learn things you can start using in your own business the next day.

    The two-hour seminar is free, but advanced registration is required. Sign-up now for one of the limited spots.


    Saying Good-Bye to Bad Fits

    Even if you try to act on the philosophy that the customer is always right, sometimes you have to admit that you are not the best fit for a particular client.

    You don't want to end this bad relationship with a splashy break-up fight (no matter how emotionally satisfying that might be).

    Here are ideas on "firing" tactics, keeping your action from backfiring, and avoiding negative fallout.


    Panic is not a Strategy

    Just a few years ago we listened nervously when supposed experts told about the new stock market paradigm which said the only way was up. We're listening uneasily now when we hear similar experts tell us to grab our cash and run for the hills.

    We recommend taking a breath and calmly developing a strategic plan for your investments.

    Consider the riskiness of a stock or other investment, but also consider the risks in a too conservative an investment.


    Is Your Accountant Worth Your Money?

    Are you satisfied with your current accountant or CPA? Do they provide you with the level of service, competence, and benefits you deserve? If not, your choice of CPA may be impacting your potential growth and success.

    To help you understand what your CPA should provide, click on the logo to immediately download your FREE assessment tool THE PROFESSIONAL ACCOUNTANT'S $CORECARD which specifically outlines the skills, credentials, competence, and benefits every professional and business owner should demand from their CPA.


    Are You Hungry and Humble?
    Geoffrey Kulik, CPA

    Your personality and style are key to the success of your business. In addition to the product and service you think you're providing, your clients are buying you.

    Clients want you to be skilled at what you do, but they also want you to want their business and to be approachable as a human being.

    "That's not difficult!" you think.

    You're right, of course. But read Laura Laaman's article in the link below to hold a mirror up to your business persona. Make sure you're not crossing the line from competence over to arrogance. Help your clients be your fans by letting them do some of the cheering for you.

    Geoffrey P. Kulik, CPA
    Director

    Here's How to Build Your Own Fan Club »
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