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The five names on every GC's shortlist, and how to become one
The Five Names on Every GC’s Shortlist, and How to Become One Ray found out too late that the real competition happens weeks before the RFP goes out. By the time the bid invitation reaches your inbox, the decision about who gets invited has usually already been made. Ray runs a twenty-two person mechanical and HVAC subcontracting firm out of Mesa, and for years he assumed the bidding process worked the way it looked on paper: a project goes out, qualified subcontractors submit numbers, and...
The Bid He Lost by $400, and What It Actually Cost Him
Ray could recite his numbers in his sleep. He still couldn't tell you why he kept losing. He ran a nine-person electrical subcontracting crew outside Charlotte, the kind of outfit that had built its name the old way. Word of mouth, repeat GCs, a reputation for showing up on time and doing it right the first time. For most of a decade, that had been enough. Then the bid requests started arriving differently. Instead of a call from a GC he'd worked with for years, they came through an app with...
The Rescue Every CPA Firm Remembers, and Why It Wasn't Enough
The client who owes you the most is often the one who remembers you least. Diane found this out the hard way, and it took a phone call from another firm to make her see it clearly. She ran a fourteen-person CPA practice in Scottsdale, the kind of firm built on relationships that ran deep rather than wide. Nine years earlier, she had pulled one of her clients back from the edge of a business-ending audit, working nights for three weeks straight to reconstruct records that never should have...
Why Your Best Clients Keep Forgetting You Exist Between Tax Seasons
Why Your Best Clients Keep Forgetting You Exist Between Tax Seasons Filing season ends, the phone calls stop, and somewhere around June a client who swore by your firm in March can no longer quite remember why. That gap is not a personality problem. It is not even a service problem. It is a visibility problem, and it costs CPA firms more than most owners realize. The question worth asking is simple: what happens to a client’s memory of you once the urgent reason to call you is gone? And the...
For businesses ready to grow. Get valuable information and tips on business related issues