Book Description
"Clients At The Core is an essential blueprint to helping us all take the next steps. The authors, battle scarred by the evolution of professional firm management and marketing from then to now, have captured the changing needs of the firms in this turbulent new economic era. This is a well-written book that uses plain language to convey practical, well thought-out ideas."
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Patrick J. McKenna, a leading international consultant to professional service firms
"The authors have captured the changing role of professional services marketing and firm management. There is valuable insight [in this] down-to-earth guide to competing successfully in the new environment."
-
David Maister, author and consultant
"The book is a masterpiece! Aquila and Marcus have produced the essential guide for managing a professional services firm. They've marshaled their considerable real-life experiences and far-reaching vision into a veritable operating manual for the successful firm."
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Rick Telberg, Editor at Large, American Institute of Certified Public Accountants
"At its heart, this book is the running shoe for legal and accounting professionals who want to put the client first. Following the evolution of the industry over the past twenty-five years, this must-have for every professional services firm is the key to leading in the turbulent and highly competitive waters ahead."
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Richard S. Levick, Esq., President, Levick Strategic Communications, LLC coauthor, Stop the Presses: The Litigation PR Desk Reference
"Client selection and retention is one of the critical success factors for a professional services firm, and Aquila and Marcus do a masterful job at educating us on the necessary ingredients of each. The chapters on firm governance and paying for performance are thought provoking and certainly challenging to the conventional wisdom. If you want a better understanding of marketing and leading a professional firm in these turbulent times, this book is essential."
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Ronald J. Baker, author, Professional's Guide to Value Pricing and The Firm of the Future
"Client at the Core is a commonsense approach to keeping your professional services firm relevant in the twenty-first century's client-driven economy. Aquila and Marcus have hit a home run with their insightful analysis and poignant prose."
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Jeffrey S. Pawlow, Managing Shareholder, The Growth Partnership, Inc.
Download Description
"August Aquila and Bruce Marcus reward readers of Client at the Core with an imaginative map for the perilous journey through the twists and turns of marketing and managing today's professional services firm. It is creative and thorough."
-Gerry Riskin, Partner, Edge International
"The authors have captured the changing role of professional services marketing and firm management. There is valuable insight [in this] down-to-earth guide to competing successfully in the new environment."
-David Maister, author and consultant
"The book is a masterpiece! Aquila and Marcus have produced the essential guide for managing a professional services firm. They've marshaled their considerable real-life experiences and far-reaching vision into a veritable operating manual for the successful firm."
-Rick Telberg, Editor at Large, American Institute of Certified Public Accountants
"At its heart, this book is the running shoe for legal and accounting professionals who want to put the client first. Following the evolution of the industry over the past twenty-five years, this must-have for every professional services firm is the key to leading in the turbulent and highly competitive waters ahead."
-Richard S. Levick, Esq., President, Levick Strategic Communications, LLC
coauthor, Stop the Presses: The Litigation PR Desk Reference
"Client selection and retention is one of the critical success factors for a professional services firm, and Aquila and Marcus do a masterful job at educating us on the necessary ingredients of each. The chapters on firm governance and paying for performance are thought provoking and certainly challenging to the conventional wisdom. If you want a better understanding of marketing and leading a professional firm in these turbulent times, this book is essential."
-Ronald J. Baker, author, Professional's Guide to Value Pricing and The Firm of the Future
"Client at the Core is a commonsense approach to keeping your professional services firm relevant in the twenty-first century's client-driven economy. Aquila and Marcus have hit a home run with their insightful analysis and poignant prose."
-Jeffrey S. Pawlow, Managing Shareholder, The Growth Partnership, Inc.
Customer Reviews:
Marketing 101, 201, & 301 for Professional Services.......2005-08-31
This book should burnish the authors' already high reputations for having cogent, jargon-free, and street-smart things to say about what it's really like to try to market professional services. An unusual blend of (clear and lucidly stated) theory about marketing, and real-world insights into obstacles clients can throw up--not to mention the high barrier of internal resistance that "professionals" instinctively erect when asked to be marketers--this should be your starting point if you're facing the complexities of marketing in this environment.
Think that "marketing is just common sense?" Think again; it's both a discipline and an art. Aquila and Marcus will guide your hand at both.
Gerry Riskin (co-author Herding Cats and Beyond Knowing.......2005-06-12
August Aquila and Bruce Marcus reward readers of Client at the Core with an imaginative map for the perilous journey through the twists and turns of marketing and managing today's professional services firm. It is creative and thorough.
Required reading for my marketing leaders.......2004-09-25
August Aquila and Bruce Marcus have written a clear and comprehensive view of what every accounting or law marketer needs to know about this new, unprecedented professional services environment. Their book not only explains the new environment, but it's also a rich primer of practical "how-to" advice on all the marketing tools available to the professional services marketer. Strategy is fine, but I find that few books get down to the step-by-step implementation tactics involved in winning new business like this book does - that's one of its best points of differentiation. After reading it, I bought copies for every one of my regional, industry, service line and national marketing leaders.
Aquila and Marcus Deliver Practice Advice for Success.......2004-09-07
In "Client at the Core: Marketing and Managing Today's Professional Services Firm," (Wiley, 2004) August J. Aquila, based in Minnetonka, Minn., and Bruce W. Marcus, in Easton, Conn., a pair of veteran consultants, combine their considerable experience, skill and insight into a veritable strategic planning operator's manual for today's consulting firm.
From the outset, they acknowledge "the professional world doesn't need another book on how to write a press release or write a brochure or run a seminar."
Instead, they provide a new perspective on the crucial subject of how to keep firms relevant to the needs of the marketplace -- mainly, creating clients and building a marketing culture.
They don't get tied up in ideas like "vision," or "mission."
Instead they talk about the new realities of the 21st Century and professions in turmoil: dot-coms gone bust, a stock market meltdown, and a rash of frauds, defalcations, misuse of corporate funds; and then a reformist reaction, still unfolding, that the authors term "a helter-skelter regulatory rush that was at least as punitive as it was appropriate. It would seem that the regulatory garment was cut to fit all, when all don't wear the same size."
"The time is past when just the presence of the professional was its own comfort factor. It's long been believed that the concept of the professional was so exalted, and so trusting, that people accepted advice unquestioningly. No more. The scandals of 2002 and 2003 seem to have bred a diminished - if unwarranted -- respect for professionals," they say.
"Traditionally, professional services have been a seller's market," according to Aquila and Marcus. But now the tables are turned. "It is now a buyer's market."
For today's professionals, here are six lessons you can take to the bank according to the authors:
1. Clients are more sophisticated. They no longer accept advice without questioning, challenging, demanding more reasoning and detail.
2. Because of the complexity of business today, clients demand that their professionals know more about the client's business and industry than ever before.
3. Professional services always function best when trust is at the heart of the relationship, but the corporate scandals of recent years have eroded that trust. That trust must now be regenerated. And the workings of trust are more important in the new economy than in the old.
4. Once the narrow structures of a profession were sufficient to serve clients. But clients now demand a broader spectrum of capabilities. The more broadly educated and well-rounded professional is the one with the greater advantage in meeting the needs of today's client. Clients demand that accountants know more than the basic skills of accounting.
5. Competition is now a fact of life. Clients know they have a choice.
Clients know the difference between marketing promises and professional services delivery. Today's client demands more real service and solutions -- not just a warm personal relationship.
To Aquila and Marcus, the new paradigm of professional services requires a new demand for partnership with the client and new participatory skills.
As they say: It's a buyers' market. Get used to it.
(...)
Focus on Application.......2004-08-22
"Meaty and rich with texture. The authors understand the application of marketing concepts to the CPA profession at a very deep level, and communicate clearly and concisely."
"Every page was another 'Yes!' when reading about the application of marketing principles to the CPA world. The authors nailed it."
Book Description
WEST FEDERAL TAXATION: COMPREHENSIVE VOLUME, 2007 EDITION combines the best of Individual and Corporations materials and offers a thorough and balanced treatment of relevant Tax Code and regulations. With its hallmark comprehensive coverage and its superior ancillaries, no other text is as effective in helping users master the ever-changing Tax Code.
Book Description
In the next few years, the world's senior generation will pass on some ten trillion dollars--more than the value of all the companies listed on today's stock exchange--to their heirs. Much of this unprecedented transfer of wealth will take the form of trusts. But the old Prudent Man Rule that trustees have followed for generations has been scrapped, and the new Prudent Investor Rule, which now applies in most states, drastically changes the way trusts must be operated. Trustees cannot hope to learn "on the job": today's investment principles and portfolio management techniques are too demanding. With Investing and Managing Trusts under the New Prudent Investor Rule, Train and Melfe show trustees how to manage trusts according to this important new Rule.
Many current and future trustees are unfamiliar with the far-reaching provisions of the new Prudent Investor Rule, which should soon govern trust investing in all fifty states. Investing and Managing Trusts under the New Prudent Investor Rule explains the investment and administrative obligations--as well as the new liberties--imposed by this stringent Rule.
John Train, an authority on building wealth, brings his deep knowledge and dry wit to this thorough guide, in collaboration with Thomas Melfe, eminent New York trusts and estates attorney. Train and Melfe also highlight the various forms of trusts and the major suitable and unsuitable types of investments, so that family trustees, as well as readers in the investment and trust business, law, and financial planning can understand the key strategic and managerial considerations.
This practical, straightforward guide--the first comprehensive discussion of the new Prudent Investor Rule for private trustees-comes complete with useful sample forms, management guidelines, checklists, and a glossary. It is an essential reference for all professional and family trustees as well as their legal and financial advisors.
Customer Reviews:
Finally a complete and easy to follow book on trusts.......1999-09-09
This is one of the few books of its type to explain all the important data points of managing trusts and investing. Its straight forward and comprehensive. This is written for lawyers and non-profressionals with an interest in this area.
This book could become the industry standard.
Average customer rating:
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West Federal Taxation 2006: Corporations, Partnerships, Estates & Trusts (West Federal Taxation Corporations, Partnerships, Estates and Trusts)
William H. Hoffman ,
William A. Raabe ,
James E. Smith , and
David M. Maloney
Manufacturer: South-Western College/West
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West Federal Taxation 2006 : Individual Income Taxes (West Federal Taxation Individual Income Taxes)
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West Federal Taxation 2006: Corporations (with RIA and Turbo Tax Business) (West Federal Taxation Corporations, Partnerships, Estates and Trusts)
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Practice Set for Hoffman/Raabe/Smith/Maloney's West Federal Taxation 2006: Corporations, 29th
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Study Guide for Hoffman/Raabe/Smith/Maloney's West Federal Taxation 2006: Corporations, 29th
ASIN: 0324304846 |
Book Description
WEST FEDERAL TAXATION: CORPORATIONS, PARTNERSHIPS, ESTATES & TRUSTS, 2006 EDITION maintains the tradition of excellence with its coverage of tax legislation as it impacts Corporations, Partnerships, Estates, and Trusts. The authors provide accessible, comprehensive, and authoritative coverage of relevant tax Code and regulations, as well as all major developments in federal taxation. This market-leading text is intended for students who have had a previous course in tax.
Product Description
Written by the coordinator of Sullivan & Cromwell's securities law division, the new Sarbanes-Oxley Deskbook is today's most comprehensive and current one-stop guide to the far-reaching public company governance, disclosure, and reporting reforms triggered by the Sarbanes-Oxley Act of 2002 and related SEC, NYSE, and NASD initiatives. Designed to help attorneys, directors, officers, accountants, auditors, and research analysts, the Sarbanes-Oxley Deskbook offers you a uniquely clear understanding of these daunting new requirements and the procedures you must implement to ensure full, problem-free compliance. Covering strict CEO/CFO certification standards, expanded prohibitions on non-audit services, new bans on loans to insiders, new attorney up-the-ladder disclosure requirements, and other mandates, the Deskbook offers you: - Clause-by-clause analysis of the SOA and related rules - with expert commentary on how to proceed in the wake (or absence) of official guidance - Step-by-step direction on how to satisfy all new governance, disclosure, and reporting standards - with the help of checklists and sample forms and committee charters Clear warnings about the tougher new civil and criminal penalties for SOA-related violations - A smart format that lets you find specific information fast & examples that clarify what constitutes illegal activity & the full text of the SOA and other rules & cross-references of SOA sections and SEC rules to the books practical discussions & and much more. Continually updated to reflect emerging SEC rules that affect you, The Sarbanes-Oxley Deskbook offers the latest analysis of new SEC rules on internal control reporting and electronic Section 16 reporting -- final SEC rules targeting improper auditor influence -- revised CEO/CFO certification rules -- and final NYSE and NASD rules on shareholder approval of equity compensation plans -- plus two new chapters on the PCAOB and all its rules, new SEC FAQs regarding non-GAAP
Customer Reviews:
Great treatise, if you're a corporate attorney..........2007-03-19
Yes, this is the go-to source for all matters relating to the Sarbanes-Oxley legislation and related rules enacted in the wake of the Enron and Worldcom corporate scandals. Non-lawyers, however, can be grateful that this ponderous area of learning is not their burden to bear.
Book Description
Retire Secure! tackles the number one fear facing most IRA and retirement plan owners: running out of money too soon. Lange, a nationally recognized IRA expert, offers specific and practical strategies to successfully navigate the three stages of retirement planning: accumulation, distribution, and estate planning.
Retire Secure! explains the tax advantages and long term wealth building strategies of selectively and strategically putting money into IRAs, Roth IRAs, 401(k)s, Roth 401(k)s and the myriad other retirement plan options available to individuals working in the corporate world, the non-profit sector, as well as individual proprietors. The book proves that putting money into tax advantaged retirement plans beats “traditional saving” in the after-tax environment.
The book sheds new light on best practices for spending your IRA and retirement plan dollars and your traditional savings. Many readers will be surprised to discover that the order in which assets are spent is not a trivial consideration—it can make or break the bank.
It also outlines Lange’s exceptional estate plan–a plan that has been featured in the
Wall Street Journal and many other fine financial journals.
The book offers financial planning strategies and tactics in plain English that everyone can understand—and using humor and interesting characters in real life situations the book escapes the dreaded dry financial tome tone. For example, Chapter 1 offers a great mini case study that charts the financial destiny of Mr. Pay Taxes Later and Mr. Pay Taxes Now. Both start saving when they are age 30, but when Mr. Pay Taxes Now reaches age 90, he is broke, while Mr. Pay Taxes Later has $1,946,949 left. Chapter 8 is devoted to a complete case study of “Eddie’s and Emily’s” entire retirement decision making process.
The book is endorsed by more than 31 leading financial experts including
Charles Schwab, and
Roger G. Ibbotson, Yale Professor and perhaps the world’s foremost authority on asset allocation. As a bonus, readers who purchase this book can receive a free information-packed CD.
"
Retire Secure! is your playbook for winning the retirement game and beyond. It shows you how to capitalize on little known provisions of the tax law that will make your retirement savings last several lifetimes, leveraging your hard earned money into a family legacy. Best of all, you can rely on the advice here since it is written by one of the nation's leading retirement tax planning authorities.”
Ed Slott, Author Parlay Your IRA into a Family Fortune and
The Retirement Savings Time Bomb…and How to Defuse It
James Lange (Pittsburgh, PA) , an attorney and CPA, is a nationally known IRA, 401(k), and retirement plan distribution expert with over 27 years of experience. His recommendations have appeared 23 times in the
Wall Street Journal as well as the
New York Times,
Newsweek, Kiplinger’s, and many other prestigious financial publications.
Customer Reviews:
Excellent book on financial planing and retirement.......2007-06-12
Bravo!
This book is a must read if you're planning to retire wealthy, or at least securely.
And...
Every college student should be required to study this book carefully if they want to avoid all the common mistakes and money pitfalls that 98% of us fall into. I wish I had read this when I was in college... I would be $100,000 wealthier.
- Dave
What everyone needs to read and understand to make the best retirement decisions.......2007-01-03
James Lang has had so much excellent advice for my husband and me that we purchased 7 copies for our adult children and are hopeful they will benefit from the knowledge in the books and cds.
Retire Secure-Solid Advice For All.......2006-10-21
Reading "Retire Secure" will not alone make you rich. However, if you read and follow Mr. Lange's advice, you will build wealth and then protect it to the fullest extent possible. The book outlines a very clear path to maximize savings using the most effective vehicle available to you. Then it goes on to provide a thorough roadmap to minimizing your tax consequences and maximizing your after tax returns. Finally the book provides several different strategies for passing along wealth to your heirs while once again factoring in the greedy hands of Uncle Sam. The author not only provides you with the theory, as many financial planners do, but backs up his recommendations with solid proofs and confirms them with amusing case studies. Overall this book is an excellent source for information on the use of retirement funds for wealth building and hopefully inheritance to pass on.
Good for Advisors and Investors.......2006-10-11
James Lange's Retire Secure, offers great techniques to help persons planning for retirement. He is on the right track - to postpone and minimize the impact of taxes - in order to maximize the retiree's money and extend the spendable income. This book makes a valuable contribution to the field of personal finance - for both the consumers and the professional advisors who serve them.
My Roadmap.......2006-09-19
I find James Lange's book to be excellant. When we want to go someplace we're not familiar with, who uses MapQuest? Why? It gives us the starting point and the ending point. This book gives so much valuable information. I'll be retiring in 10 to 11 years, so my interest is quite serious. I stumbled accross Mr. Lange's website and find that to also be a fine source of information. As a 'boomer' I'm amazed at what the internet has done for our culture i.e. sharing of information.
Loren McGilvrey
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West Federal Taxation 2006: Corporations (with RIA and Turbo Tax Business) (West Federal Taxation Corporations, Partnerships, Estates and Trusts)
William H. Hoffman ,
William A. Raabe ,
James E. Smith , and
David M. Maloney
Manufacturer: South-Western College/West
ProductGroup: Book
Binding: Hardcover
General
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| Accounting
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West Federal Taxation 2006 : Individual Income Taxes (West Federal Taxation Individual Income Taxes)
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Auditing and Assurance Services (12th Edition)
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Practice Set for Hoffman/Raabe/Smith/Maloney's West Federal Taxation 2006: Corporations, 29th
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Study Guide for Hoffman/Raabe/Smith/Maloney's West Federal Taxation 2006: Corporations, 29th
ASIN: 0324304838 |
Book Description
Accessible, comprehensive, and authoritative coverage of relevant tax Code and regulations, as well as all major developments in federal taxation legislation as it impacts Corporations, Partnerships, Estates, and Trusts.
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West Federal Taxation 2006: Business Entities, Professional Version (West Federal Taxation Business Entities)
James E. Smith ,
William A. Raabe ,
David M. Maloney , and
Eugene Willis
Manufacturer: South-Western College/West
ProductGroup: Book
Binding: Hardcover
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ASIN: 0324305036 |
Book Description
The 2006 Edition of TAXATION OF BUSINESS ENTITIES provides thorough coverage of all relevant tax Code and regulations, emphasizing the high-interest and multidisciplinary aspects of taxation. Designed with the AICPA model tax curriculum in mind, this text presents the introductory federal taxation course from a business entity perspective. It is an ideal fit for the program that offers only one course in taxation where users need to be exposed to corporate taxation as well as individual taxation.
Average customer rating:
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West Federal Taxation 2005: Business Entities
James E. Smith ,
William A. Raabe ,
David M. Maloney , and
Eugene Willis
Manufacturer: South-Western College/West
ProductGroup: Book
Binding: Hardcover
General
| Taxes
| Accounting
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| Business & Investing
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| Industries & Professions
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Accessories:
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Study Guide to accompany WFT Business Entities 2005
ASIN: 0324220928 |
Book Description
The 2005 Edition of Taxation of Business Entities provides thorough coverage of all relevant tax Code and regulations, emphasizing the high-interest and multidisciplinary aspects of taxation. Designed with the AICPA model tax curriculum in mind, this text presents the introductory federal taxation course from a business entity perspective. It is an ideal fit for the program that offers only one course in taxation where users need to be exposed to corporate taxation as well as individual taxation. This text assumes no prior course in taxation has been taken. Visit the Product Website @ http://wft.swlearning.com.
Customer Reviews:
Excellent.......2005-09-22
Book is brand new
Delivered within 4 days from the date of ordering
Response for queries was very quick
Book Description
Shows lawyers how to manage their practices in a more business-like manner. It explains how to determine both personal and law firm goals.
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- Corporate Finance: A Valuation Approach
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- Cost Accounting (12th Edition) (Charles T Horngren Series in Accounting)
- Cost Accounting (12th Edition) (Charles T Horngren Series in Accounting)
- Cost Accounting (12th Edition) (Charles T Horngren Series in Accounting)
- Cost Accounting (12th Edition) (Charles T Horngren Series in Accounting)
- Cost Accounting (12th Edition) (Charles T Horngren Series in Accounting)
- Cost Management: Accounting and Control
- Crash Proof: How to Profit From the Coming Economic Collapse (Lynn Sonberg Books)
Books Index
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Developing Knowledge-Based Client Relationships, Second Edition: Leadership in Professional Services
