CPA Conversations

  • Building a Book of Business in the Modern World

    The public accounting world is changing, and not just through technology. The skills one needs to excel at building a book of business – an important aspect needed to achieve the status of partner – have evolved. Amy Franko, founder and president of Impact Instruction Group and author of The Modern Seller: Sell More and Increase Your Impact in the New Sales Economy, joined us to discuss the definition of modern business development, the five skills CPAs need to become expert at selling, and how best to learn what it takes.
  • Unconventional Ways to Find New Clients

    When it comes to searching for new clients, the office is not the only place CPAs can be found on a daily basis. They go to the gym. They go out to lunch. They overhear people on the train. Well, according to Perceptive Business Solutions Inc.’s Bryce Sanders, those places can be just as effective for expanding your book of business as your workspace. Get these tips and more on our latest episode of CPA Conversations!
Member Spotlight

Martin C. Levin, CPA – PICPA President, 2019-2020

Levin,-MartinMartin C. Levin, CPA, is managing partner at RLB Certified Public Accountants in Allentown, Pa., and is an adjunct professor of accounting at Kutztown University in Kutztown, Pa. As PICPA president, he will focus on evaluating and improving PICPA’s value proposition, supporting the talent pipeline by inspiring students to pursue a CPA career, engaging corporate finance leaders to enhance industry representation in the PICPA, and strengthening advocacy efforts.

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