January 2, 2024
How to Crush it in 2024! Of course, the topic of NY resolutions will be a buzz over the next few weeks, with everyone claiming to […]
March 13, 2023
How to Effectively Market Your CPA Practice Firstly, I would like to point out that no matter how much amazing advice practice owners receive about marketing – […]
March 7, 2023
How to Position Yourself as a Partner to Your Client As I am frequently asked by practice owners about how to be more proactive and adopt more of […]
February 23, 2023
7 Common Hiring Mistakes CPAs Make! If you’re sitting there thinking of all the unfinished work you’ve got going on, or you dread coming back from […]
July 10, 2022
How to Correct Your Staff A very widespread issue among business owners of all types is – they just don’t know how to talk to staff when there […]
October 18, 2017
Is your Practice in Phase I or Phase II? Firstly, a couple of definitions: “Phase I” refers to the state of a practice where the owner […]
October 18, 2017
Many practice owners do great at getting organic referrals from their clients. Some have even grown their practices via this type of word of mouth alone. […]
October 18, 2017
Entrepreneurs have 90% of their attention focused on the top few lines of their income statement rather than on cost cutting. That is one of the […]
October 18, 2017
The bundling of services model involves engaging clients for more than bare minimum services. Practice owners know what business clients really need because, as with any area […]
October 18, 2017
The US Bureau of Labor Statistics says the demand for small business coaching industry is expected to grow by 83% in just the next 3 years. […]
October 18, 2017
One of the most difficult objections practice owners (or any business actually) face in delivering their services is people who say “let me think about it”. […]
October 18, 2017
Most practice owners know they need to engage in marketing their practice. However, the first step to being able to market your practice, is to first […]
October 18, 2017
We’ve all heard of content marketing, right? The importance of giving our clients information they can immediately use to better their situation – in this case, […]
October 17, 2017
There are many different levels of service that can be provided to our clients – from bare minimum to good exchange, all the way to giving […]
October 17, 2017
Something many struggle with is hitting the right balance between ensuring the client understands the need for their services and – coming off like a pushy […]
October 17, 2017
We know that “time” is a very poorly understood subject – because highly successful people have the same no. of hours a day as everyone else. […]
October 17, 2017
Are you running your practice or is it running you? Up against yet another deadline? Overwhelmed by client demands? Having consulted thousands of accounting practice owners, […]
October 17, 2017
Firstly, congratulations on completing yet another tax season! Whether it’s your 2nd or 3rd or your 45th one, we all know it’s a major undertaking every year and now […]
October 17, 2017
Most practice owners provide a complimentary consultation for new client prospects. Some take this a step further and provide a Second Opinion. In other words, they […]
March 6, 2017
There may be many levels of motivation for people, but the two I want to focus in on today, are a) duty and b) money. […]
March 6, 2017
I know we’ve all been told that if we want to be successful, it starts with a good Plan, and I am not here to […]
March 1, 2017
Here are some scenarios that I have encountered where implementing a key change in how a dental practice scheduled resulted in 30% to 50% increases in […]
February 23, 2023
7 Common Hiring Mistakes CPAs Make! If you’re sitting there thinking of all the unfinished work you’ve got going on, or you dread coming back from […]