Books and Reports


Audio Cassette Learning Systems

“Be Prepared” Video Training

Confidential Practice Consultation

The Practice Profitability Program


B O O K S   A N D

Clients4Life by Mark Lloydbottom, FCA and David Cottle, CPA

"This book shows you what clients really want and how to give it to them. You will learn strategies to improve client retention that ensure you don't lose valued clients."

Why do clients change accountants? The overwhelming response is not cost, but poor client service. Clients value high levels of service and are willing to pay for it.

Clients4Life is the definitive guide to delivering outstanding client service in your firm. This book has been written by seasoned professionals. It provides practical recommendations that have been tested in the real world of accountancy. Clients4Life is an invaluable read for everyone in your firm with in depth advice on how to make small changes that will have a big impact on your client management and retention.

To order Clients4Life click here.


Managing for Profitability: How Winning Professionals Earn What They’re Worth (1993)



Here’s what people say about Managing for Profitability:

  • Managing for Profitability provides refreshing insight into methods for enhancing not only firm profitability, but also the quality of client services . . . This is recommended reading for any manager committed to increasing profits and client satisfaction. Byron G. Sabol, Director of Practice Development, Paul, Hastings, Janofsky & Walker, (International firm of 400+ lawyers)
  • Anyone who is ready to begin making money . . . not just earning a living, should start by reading this book. This is a wonderful insight into what the surviving, most successful firms of 1999 will be doing. Dave, what I like is the flexibility and adaptiveness of your program. It will work for a sole practitioner as well as a very large firm. Charles B. Larson, CPA, Larson Consulting
  • This book is an excellent encore to David’s other fine book Client-Centered Service. The ideas in this book are essential for lawyers who hope to successfully manage their firm for profit in today’s service-obsessed marketplace. It’s teeming with great ideas and practical information. The ideas set forth in Chapter 12 for handling and firing unprofitable clients would, if acted upon, save most firms thousands of dollars in profits within one year. It’s too bad the material in this book isn’t taught in law school. Mark M. Maraia, Esq., Lawyer and management consultant, Mark M. Maraia Associates
  • David Cottle has written a book that will become a must read for both seasoned and novice . . . managing partners and practitioners. Managing for Profitability: How Winning Professionals Earn What They’re Worth is loaded with practical . . . methods to increase realization, profitability and value of service to clients. . . . Cottle provides a wealth of useful tools . . . to help chart a profitable course in today’s competitive environment. . . . Cottle’s time-tested methods, coupled with actual results from both his practice of public accounting and his consulting engagements . . . provide real life solutions to today’s practice challenges. . . . This book . . . will become a mainstay on managing partners’ and firm administrators’ bookshelves. Rosemary A. Woren, Consultant to the Accounting Profession, Administrative Services Group
  • Dave Cottle has unlocked the secrets of professional firm profitability and demonstrated there is nothing magical about them at all. Any firm that follows Dave’s guidelines and recommendations will see an increase in their bottom line . . . guaranteed! Managing for Profitability is must reading for every professional whose income does not match their skills and abilities.. Paul R. Nadolny, Firm Administrator, Dennis Nelson & Company Ltd.

To order Managing for Profitability: How Winning Professionals Earn What They’re Worth click here.

Managing by the Numbers -- Monitoring Your Firm’s Profitability (1993)
in association with the AICPA Management of an Accounting Practice Committee, American Institute of Certified Public Accountants, New York, 1993

To order Managing by the Numbers -- Monitoring Your Firm’s Profitability click here.

Special report
Seven Causes of Unplanned Writedowns and How to Avoid Them (2001)
This 35-page special report explains the differences between planned and unplanned writedowns and how to increase profitability and avoid fee misunderstandings and unhappy clients. Contains 10 exhibits to help reduce writedowns.

To order Seven Causes of Unplanned Writedowns and How to Avoid Them click here.



Other Books by Dave Cottle:

Client-Centered Service: How to Keep Them Coming Back for More
John Wiley & Sons, 1990 (out of print); Spanish edition El Servicio Centrado en el Cliente by Ediciones Diaz de Santos, S.A., Madrid, 1991

Client-Centered Selling Skills -- The Key to a Growing Practice
WPI Communications, Inc., 1988 (out of print)

Chapter 4, Service Excellence: A Cornerstone of Marketing Success, of The Marketing Advantage: How to Get and Keep the Clients You Want
American Institute of Certified Public Accountants, New York, 1994.

Contents: Services and Products

| Home | Background | Services & Products | Key Issues |
| Seminars | Recommended Reading | Order Form |

David Cottle Consulting

David Cottle Consulting
3007 Lake Woodward Drive

Eustis, FL 32726

Tel: (352) 301-4725
Fax: (772) 673-0293