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 …
Many CPAs work super long hours and go for periods of time where their head is down, getting the work done. But when your head is down and you’re busy, how do you take the time to find out what …
There are a number of mindset, structure, and mechanical components that are not working well for CPAs and accountants. Many are working long hours and are underpricing. And they continue to be busy because they are positioning themselves in the...
What I have for you today is the audio from a webinar I hosted on Crowdcast on how positioning can help you in your business. Focusing on your niche or position can be really challenging. What I want is to …
In , I introduced a tool called The Model, which you can use to understand how your thoughts, feelings, and actions create your results. Pricing, and especially raising prices, tends to elicit fear-based thoughts. In this episode, I give...
Today I want to introduce you to something called The Model. It’s a model for understanding and making sense of your thoughts, feelings, actions, and results. And it is created by Brooke Castillo, the founder of The Life Coach School. …
When you run a business, getting a handle on your time can be a challenge. Keeping your time and your tasks organized, is one way to get more big things done. Here today to talk with me about this is …
Most CPAs struggle with pricing. After all, it’s not a topic that’s commonly taught. Even less frequently discussed is pricing mindset - in short, how to think about pricing. If you don’t think about how you think about pricing, you …
What is cost, what is price, what is value? First let us clarify how these terms can be used and what they mean. The seller determines the cost, and it is based on the inputs required to produce the service …
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 …
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 …
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 …
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 …
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 …
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, …
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, …
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 …
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 …
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 …
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 …
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, …
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 …
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...