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What To Fix First?

It’s the #1 question I get from every single firm I work with. What do we need to fix first? Technology ? Outsourcing ? Business Development ? Nope…it’s none of the above. The answer is much easier than most of us realize. Fix this ONE thing first. Then the rest of our challenges become a…

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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…

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Do Less, Make More

The accounting profession has conditioned CPA’s into believing that to be successful, you just need to log in more hours. This just isn’t true. If you approach it correctly, you can do less AND make more. It just takes an adjustment in mindset. That’s what this week’s video is all about.

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Sledgehammer To A Thumbtack

All too often, clients expect us to perform service we don’t really want to do. Just because I’m a CPA doesn’t mean I have to do everything they need. Quite the opposite. Sometimes, doing the wrong things HURTS my business model. Like using the wrong tool for a job. Watch this week’s video to see…

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Stop Selling Used Cars

There is a phenomenon in the vehicle industry that everyone understands. Unfortunately, most CPA’s don’t realize it happens to them as well …when they bill their clients. Avoid this and you’ll dramatically increase your fees.

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What’s Your Future?

Most people are looking forward to a bigger, brighter future for themselves. For CPA’s, that future can sometimes feel bleak. The thought of going through yet another shitty busy season can seriously depress even the most positive personalities. But there is a way out. You just need to get very clear on where you want…

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The Gap Between Your Thoughts

This last tax season was hellish for most accountants. I’ve heard from many that it was the worst they’ve ever experienced. As a result, many CPA’s never saw the “light of day” as they were working ridiculous hours. But here’s the paradox. If you worked less…you’d make more. The less you work…the more creativity comes…

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How to Eliminate Client Conflict

Fighting clients to get their records to you, chasing them for missing information, getting pushback on your fees …it never seems to end, does it?! But it can. There is a solution that ends ALL client conflict. And it’s really simple.

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How To Eliminate Staff Questions

Why can’t people think for themselves? This is something I used to ask myself when I ran my own accounting practice. Some days it seemed like I was being interrupted every two minutes with a question from someone. But I found a solution to end the constant parade of questions coming my way everyday. Check…

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