Episodes

When you set out to pursue your CPA, being an amazing manager of people was probably not in your crosshairs.  Yet, as your firm grows, the need to become an effective manager of people becomes readily apparent.  If you’re not an effective...

Sometimes we overcomplicate our offerings and our services for buyers because: 1. we think it's actually complicated or 2. we want it to sound fancy, or 3. we want the buyer to believe that they need our help and they can't do it on their own. ...

One place that is all too easy to get stuck as a business owner, is in the land of indecision.  As a business owner, I know you know just how many decisions there are to make.  Sometimes it can feel like every decision has to be the right...

Knowing what to say on your website so that prospects quickly understand that you are (or are not) the right accountant for them can be difficult.  Here is a simple structure for writing the content, that goes alongside selling your accounting...

I want to round out this 3-part series on TIME with one more episode on unproductive actions we sometimes take that cost us time. When you can recognize familiar patterns it becomes easier to create a new pattern that’s more productive.  I talk...

I want to talk with you today about TIME, because it’s tax season, and if ever there was a time of the year that felt crunched, now is likely it.  When you become aware of how you feel about time, it can help you reduce overwhelm, pressure, and...

Shifting off hourly billing can seem like a daunting task, but if done well, it doesn’t need to be that hard. It does require going against the grain.  Right next door, much of the legal profession still uses hourly billing, but not today’s...

Many service providers, including CPAs, start out as generalists who take on every client who needs their services. With a broad focus and no perceived expertise, it’s hard for them to provide enormous value that would justify high fees.  My...

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But business owners are - well - busy - and may have little time or interest in wrapping their head information large and...

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But business owners are - well - busy - and may have little time or interest in wrapping their head information large and...

I want to talk with you today about how you relate to time. It's tax season, and if ever there was a time of the year that felt crunched, now is likely it.  But if we simply fall into our habits and autopilot thinking around time, we have less...

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a return.  Because they don’t go deep into one subject matter, it makes it hard to provide the enormous value that would...

For many CPAs, it feels risky to pick a cross-section of the tax code and burrow in. The fear is around losing clients, having to turn people away, and what if there’s a recession? Consequently, most CPAs work as generalists, and pay the price in...

With so much change happening so quickly when it comes to automation in the tech space, it can be hard to keep up.  But keeping up is a minimum requirement. Here today to talk with me about tech and automation innovation is my guest, Jody Padar....

Many business owners struggle with their financials, especially early on in their businesses when they can lack a basic understanding of financials and can not have the budget to hire quality accounting support. As accountants, listeners to this...

The idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax and accounting is strong.  But honing in on a segment of the marketplace makes your business so much easier to...

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a return.  As a result, their focus is broad, but diffuse, and because they don’t go deep into one subject matter, it...

If your aim is to work less and make more, there are many benefits to putting some prices on your website, without getting pigeonholed or committed to something that’s not viable.   Highlights: — “Most buyers have some sense of what they...

Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and many still work by the hour. Subscription of course is a hot topic. But for many CPAs, that business model feels too far out of reach and too theoretical to be...

***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 business.  These 5 books are...

***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...