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, n…
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 goi…
Many service providers, including CPAs, start out as generalists who take on every client who needs their services. With a broad …
Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses. But b…
Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses. But b…
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 c…
Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a ret…
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…
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 u…
Many business owners struggle with their financials, especially early on in their businesses when they can lack a basic understan…
The idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax a…
Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a ret…
If your aim is to work less and make more, there are many benefits to putting some prices on your website, without getting pigeon…
Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and many still work by the hour. Subscript…
***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Many CPAs struggle with people-pleasi…
My two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy! Want to find ou…
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 excellen…
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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…