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 staffing challenges is Mark...
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. Here today to talk with me about what he...
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 coach, who works with...
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. Subscribe at Today we’re talking...
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. Subscribe at...
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 the proposal, the client or prospect comes...
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 daily newsletter on pricing for...
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 better....
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 great opportunities to add value for...
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 extrapolation to...
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 can be...
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 know it, you're working 70...
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 because they don’t fully...
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 because they don’t fully...
There is endless conversation about technology, software, and automation disrupting the accounting space. Do you feel like your systems are pretty much automated, where you can just show up and mouse click one button, and it spits out all the...
Here are 5 apps, extensions, and plugins that can make your life easier. - Available on Android and Mac - I use it on my iPhone but for short things I just use the built in keyboard shortcuts, especially for all the forms that need...
Subscription pricing is all the rage right now. Most CPAs are stuck when it comes to pricing - some have moved to flat-rate or subscription pricing, but many - if not most - still bill by the hour. What they often struggle to understand is the...
There’s an industry-wide gravitational force toward regular hour-long meetings. Somewhere along the way it was decided that hourly meetings held weekly, monthly or quarterly are the way to deliver services. It may be true that regular meetings...
Want to find out how to get CPE for this episode? Get on my Daily Email List for up-to-date information on all the courses I offer that qualify for CPE. Subscribe at SheThinksBigCoaching.com VALUE-PRICING Value pricing is best for...
These questions often comes up: “How to I raise my rates?” and “How much should I charge?” and “How do I price this service?” The answer appears to be quite simple: Apply logic. Logic says raise your rates. Therefore, raise your...