Want one piece of business strategy delivered daily to your inbox? Subscribe here: My guest today is Minnie Lau, CPA, who curr…
Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the ra…
Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients cl…
With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks…
Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times. Demand for accountants…
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, i…
Today we are talking about how to create a different future for yourself, even if you believe strongly in reality. Here today to…
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,…
Link for FREE training series: Ready to get your life back after two hellish tax seasons? Join me for the FREE October Trainin…
Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the detail…
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. …
This week we welcome back Jonathan Stark, a former software developer who is on a mission to rid the world of hourly billing. He …
Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, …
JOIN or WATCH REPLAY – Pricing in a Nutshell SUBSCRIBE – Hourly billing is like radioactive waste: invisible, and given enou…
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…
For business owners to make more money, it helps if they can make better informed decisions. And though a P/L and Balance Sheet …
Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time…
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 cou…
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What the…
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What the…
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…