There is endless conversation about technology, software, and automation disrupting the accounting space. Do you feel like your …
Here are 5 apps, extensions, and plugins that can make your life easier. - Available on Android and Mac - I use it on my iPh…
Subscription pricing is all the rage right now. Most CPAs are stuck when it comes to pricing - some have moved to flat-rate or s…
There’s an industry-wide gravitational force toward regular hour-long meetings. Somewhere along the way it was decided that hour…
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These questions often comes up: “How to I raise my rates?” and “How much should I charge?” and “How do I price this service?” The…
Intangibles have value. And value is the precursor to price. If you’re not great at measuring so called intangibles, you won’t a…
Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode. Last week on the podcast I have Cathe…
Many of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountai…
Today we’re playing BS CPA LINGO BINGO. Lingo in the accounting space that makes some of us kind of crazy. There are five ter…
Being a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as po…
Waiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve sp…
Should you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when i…
Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation? Avoiding sales lead…
There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest,…
Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for…
Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a s…
Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the…