March 13, 2023

How to Effectively Market Your CPA Practice

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 Partner to Your Client?

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!

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

How To Correct Your Staff?

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

Are You Feeling Chained To Your Practice?

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

How to Price Tax & Accounting Services?

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

What is the Test of an Entrepreneur v Practice Owner? 

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

New model of Presenting Bundling & Billing for Client Services:

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

Want to Develop more Business Consulting services for your Clients? 

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

How to Close More New Clients!

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

Five Reasons Why it’s a Good Idea to Grow Your Practice!

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

How Not to be Just Another Commodity?

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

Do Your Clients Get MORE than they Expected? 

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

Sales – Too Pushy or Too Passive?

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

Time = Money. Want more time?

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

Is Your Practice Running You?

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

Your Post Tax Season Analysis:

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

Marketing Your Practice – The Second Opinion Strategy:

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 […]

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