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AAM Minute April 2020 - What Do You Think?
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1.
Does your firm have a method for keeping your CPAs accountable for business development/marketing tasks?
(Required.)
Yes
No
If yes, how?
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2.
Do you have a pipeline report?
(Required.)
Yes, we stay on top of our pipeline, and update it regularly.
Yes, we have one, but don’t do much with it.
No
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3.
How open to change would you say your partners are?
(Required.)
At our firm we relish change, and are always looking for ways to keep growing.
We ease into change, it can take some convincing.
Change? What’s change?