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The OPEN and CLOSE

Every great song, performance and presentation is built between the two MOST important parts: The OPEN and the CLOSE Get this wrong in your accounting practice… and it will dramatically effect how your clients view their experience with you.

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Rugby Sevens

Now this was a fun video to make. If you’ve never been to a rugby sevens tournament you should really watch to the end of this. It’s crazy what people will do……me included.What’s even more crazy is what some people will pay.Which got me to thinking about pricing your services for some of your clients.

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Disney Service

If you want to have a successful accounting practice then pay attention to how other successful businesses operate. Disneyland is one of those businesses. The value you deliver is not just in the tax returns or the financial statements your prepare.

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Herding Cats

Chasing clients used to be a major pain for me. I once heard someone say it’s like trying to herd cats. So true. We end up chasing clients: to get their year-end books into us to provide us with missing information to pay our outstanding invoices! …but I found a solution to the “Herding Cats”…

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Digging A Hole

There’s been a ton of rain falling on the WestCoast this year which caused our basement to flood. Luckily a friend of mine owns a company that specializes in perimeter drains and we were able to find the root cause of the problem. It reminded me of the root cause of the accountant’s problem with…

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$1M in New Billings

Shot a quick video at the airport during a multiple city tour. Got some incredible news from two different accounting firms. Clearly I couldn’t keep this a secret for very long.

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Christmas Time & Waterskiing

It’s interesting how the time of year can bring up certain memories. Christmas is one of those times for me. What’s equally interesting is how these triggered memories relate back to my career as an accountant and how we can learn from these memories to fix fundamental flaws in our profession.

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Price Sensitive Clients

Been speaking to a lot of accountants lately and all of them have been complaining about how price sensitive their clients are. What most of us don’t realize is that we are partially to blame for this price sensitivity. Ain’t that a kick in the pants!!!

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1,000 Business Owners

Just got back from a business convention where I presented the Accountant Success Formula™ solution to 1,000 business owners. Every person I spoke to afterwards asked me the same question… …and it confirmed a new opportunity I had been thinking about for some time.

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Closing a $6K/Month Client

This was a quick video I shot after receiving an exciting message from one of my Accountant Success Formula™ owners. She had just closed a $6,000/month client and was ecstatic.  Had to share her WIN because I love seeing my clients get results. Also, wanted to let you know how she did it…

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