The Greatest Challenge in Accounting Profession

What is the greatest challenge in Accounting profession? Continuously evolving technology? Ever growing complexity in regulations? Competition? Fee pressures? Staffing challenges? Succession issues? Relevancy? Changing client expectations? Indeed, these are challenges, but what is the greatest challenge in Accounting profession? “How do I grow my practice without the expensive investment that I need for growth?”…

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You Get This Result When You DON’T Attend Conferences

You Get This Result When You DON’T Attend Conferences & Trade Shows “Glad that I stopped by”, said Victor, at AICPA Tech+ Conference in Orlando, one of the topmost conferences in the Accounting profession. I asked him “and why are you saying that?” His answers shocked me. Victor (real name), was an experienced CPA. He was…

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3 Words to Remove from CPA Firm Websites NOW (& What to Write Instead)

ALERT: Your COMPETITORS are using the SAME DIFFERENTIATORS that you are using in your sales process. Do a Google Search, now, using these words: cpa AND responsiveness AND professionalism AND quality You will find that hundreds of thousands of CPA firms are the same as yours! Imagine how difficult it is for your prospects to…

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The 7 Questions That Every Accounting Firm Needs to Answer (& 7 Tips)

Accounting Marketing Strategies for Accounting and Tax Firms and Professionals As an accounting and tax services firm owner, your prospects, clients, vendors and your social connections will keep asking you many questions about your practice all the time. Your answers can make or break your practice growth. I learned many lessons over the last 10…

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The One Thing Your Clients Really Want

What is that THE one thing? As an accountant or tax professional, your services, knowledge, expertise, experience and wisdom are simply the means to delivering that one thing. Your office, computers, software, resources and everything else are just the means to producing the deliverables. But what is that THE one thing YOUR clients really want? Where…

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Do You Make Your Clients Feel Safe?

50,000 years ago, the world was filled with dangers, fatal dangers. The weather could kill humans or the tigers would. The sheer survival instincts evolved human beings into social animals, where they lived and worked together in collaborative safety of tribes that grew into communities and villages. When humans felt safe within such groups, the…

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9 Things You Need to Do to Avoid Being Overworked

Are you: Overworked, overwhelmed and overscheduled? Taking work home with you? Experiencing staff coming to you with problems that you feel they can solve themselves? Worrying that your staff will make mistakes and make clients angry? Spending precious time checking and correcting work done by staff? If you answered “yes” to 2 or more of…

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