Mind Set

Thinking of selling your CPA firm? Soon or in the next 3 to 5 years? Before you make any decisions,watch this week’s video. I want to help you get themost you possibly can. Whether you’re looking for asmooth exit or want to maximizeyour exit value, I can help… You can watch this week’s video here:…

Are you tired of feeling frustratedwith your staff? …and don’t understand whythings aren’t clicking. You might be surprised to learnthat the root cause isn’twhat you think. In this week’s video, I’ll reveal thenumber one reason behindCPA frustration with their staff …and it’s not about lack of skills or motivation. You can watch this week’s video…

Are you ready to scale your CPA firmbut are daunted by the thoughtof doing more tax returns? There is a SIMPLE secret to takebefore you consider scaling up. Watch this week’s video to seewhat that is. Enjoy…

I have found 3 magic questionsyou can ask your clients. When you do, they will neversee you the same way again And this is a GOOD! You will completely stand outfrom all other accountants. Watch this week’s video to seewhat these questions are. Enjoy…

Had another AHA momenton my last trip to Toronto. It has to do with being clearon your ideal client. Who you LOVE to work with,…and who you don’t I wanted to share my insight &empower you to do the same. Hope you enjoy this week’s video

Where do your bestclients come from? Facebook ads? Cold calling? Your crazy Aunt Linda? No….none of those. Watch this week’s videoto find out exactly where.

I hated it when clientsdidn’t pay by invoices. It used to drive me crazy! I mean seriously…WTF?! Why do client’s thinkit’s okay to not pay us? It’s simple really. But we have theability to change it. Watch this week’s videoto find out how.

Kinda screwed upthe video this week. I didn’t hold the camerathe right way! But my daughter told meto post it anyways. She’s so smart…and brave. I wish more CPAs were like her. Enjoy this week’s video.

Income Tax AI is here. And it’s going to ruin your firm. Or it’s going to elevate your firm. This is a critical time for youto decide which wayit will turn out. It ALL depends on how youposition yourself going forward. I really hope you follow my suggestions Enjoy this week’s video.    P.S. The…

I love entrepreneurs. They are always lookingto create more valuein the world. And I’m curious towhat their plans are. This is the MAGICkey to success inyour CPA firm… Love your clients. Be obsessed with what they want.Where they’re going.And how you can help them get there. I hope you enjoy this week’s video.   P.S.…