***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Many CPAs struggle with people-pleasing – saying yes, when they might prefer to say no. As a habit, it can result in all kinds of undesired...
My two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy! Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here:
Today I have the five books that I most often recommend to my clients, because I want you to be able to benefit from the excellent writing that’s out there, that can help you move forward more effectively in your …
***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Subscription is all the rage in software and in other industries, but the accounting industry is hardly speedy on the uptake. While the value appears to...
Want one piece of business strategy delivered daily to your inbox? Subscribe here: My guest today is Minnie Lau, CPA, who currently runs a tax practice helping clients optimize their stock options. 18 months ago, Minnie called out of the...
Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the race for optimized efficiency is on. But there's another path and that path is not automation. It's authority. …
Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities. …
With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets. But without a framework for helping these people, it can be difficult...
Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times. Demand for accountants is high, and seats are hard to fill. Here today to talk with me about hiring and …
Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, is a good business strategy, and will improve the value of what you build. …
Today we are talking about how to create a different future for yourself, even if you believe strongly in reality. Here today to talk with me about this problem is my guest, Kara Gaisie. Kara Gaisie is an ex-CPA turned …
Want to attend Ten Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. …
Link for FREE training series: Ready to get your life back after two hellish tax seasons? Join me for the FREE October Training Series: “10 Essentials for Working Less Without Losing a Dime in Revenue.” Ten great topics over 10...
Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. …
CPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. Never to hear from the prospect again. Another problem is that you send out …
This week we welcome back Jonathan Stark, a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a …
Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually …
JOIN or WATCH REPLAY – Pricing in a Nutshell SUBSCRIBE – Hourly billing is like radioactive waste: invisible, and given enough time and quantity, it'll kill you. Make the shift to pricing your services and reap the benefits, like 3x'ing...
As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, what are we talking about? Meetings of course are …
For business owners to make more money, it helps if they can make better informed decisions. And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental …
Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time, and ease of access. While they understand that these things are valuable, it’s not widely understood how they …
Many of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the countless details and its never ending so-called quick questions from clients. But before you …
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …