Skip to content

Client Conversations

I’ve got a secret for you… How do you sell your services to a prospective client? Drum roll please……. Answer = you don’t You read that right. Don’t sell your services. Instead, do what I share in this week’s video instead.  It’s much easier and simpler, plus you won’t feel like a slimy salesperson. 😂…

Read More

What Do Your Clients Really Want?

I had a great conversation with an extremely successful entrepreneur this week. They said something powerful. Simple… but powerful. And when you harness this approach, you’ll be able to command almost any price you want. Enjoy this week’s video.

Read More

How To Recession-Proof Your CPA Firm

 How To Recession-Proof Your CPA Firm Today’s post is about how to recession-proof your CPA firm. As you may have seen in the news, it’s all about recession, recession, recession! Firstly, I want to make it clear that I am not into fear-mongering. Despite the fact that I warn accounting firms about the dangers that…

Read More

How Accounting Firms Can Offload Bad Clients

Today I’m here at Butterfly Gardens in Brentwood Bay, BC. I wanted to chat with you today about how accounting firms can offload bad clients. Before I get to that, here’s an interesting fact I just learned while at Butterfly Gardens. There’s a sign that says that there are at least 150 different species of…

Read More

Anytime Anywhere

I’m always interested in other business models to see what works and what doesn’t. I found one in SCOTLAND that’s brilliant. Follow the same approach and you’ll meet unexpected success. Hope you enjoy this week’s video.

Read More

Know Your ABC

Know Your ABC Accountants love acronyms. One that most CPAs miss is ABC. Today, I’m coming to you from Big White, a ski resort just outside of Kelowna, BC, and I want to know if you know your ABC. I was heading up the hill on the chair lift with some other people and I…

Read More

Watch Your Language!

Watch Your Language Today, as I was packing up the Christmas tree, I realized how much I hate the task of taking the tree downstairs because it’s such a huge pain. If you’ve seen my videos before, you know I drop curse words here and there but when I’m taking the Christmas tree downstairs, there’s…

Read More

How Vs. Why

I used to make a big mistake when I had my first CPA firm. Looking back on it, I realize it negatively impacted almost every area of my practice. From approaching solutions for my clients to leading my staff… I had the cart before the horse. I’d like to save you the trouble of making…

Read More