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…

Grow Your Firm in 7 Defining Steps

You’re busy, stressed, and lazy. There, I said it. Don’t take offense though, I mean no disrespect; this is just a common issue with most struggling businesses. And if you are not busy, stressed and lazy then you probably don’t need to read this newsletter because you’ve figured out how to run a profitable business.…

This Is Why Client Psychology Decides Your Pricing

Your accounting services pricing IS related to client psychology! Huh !!! What’s your price got to do with client psychology? It’s Tax Season. Your clients want their tax returns done. As soon as possible. All they want is “compliance”. And compliance is a commodity business. Very price sensitive. Irrespective of what you say to differentiate.…

How Will You “Wow!” Your Clients In Tax Season?

Hello. Got source documents. Prepared return. Filed. See you next season. Thanks. Is that the path it goes for you as a tax preparer? Can you find a way to put in a Wow! somewhere on that path? Here are some… The Perfect One. No Taxes Owed. No Refund: What do you do with such…

Extend Your Happy Holidays Into Tax Season!

Yes! You read it right! The most popular poll (with keywords “CPA” and “Tax”) on LinkedIn revealed a very interesting insight into the minds of tax preparers. 26% voters expressly indicated that they wanted clients to turn in source documents in early. And 26% more voters wanted “Family, Healthy Meals & Seeing Daylight”, indirectly indicating…

Future Firm Traits: Do You Have Them?

A CPA firm in San Francisco hires programmers! Do you? You have a personality. People see some personality traits in you. For example: Accountable, Consistent, Dynamic, Efficient, Flexible, Honest, Integrity, Knowledgeable, Nurturing, Open-Minded, Practical, Reliable, Skillful, Trustworthy, Wise, Zealous, etc. Your clients also see some “personality traits” in your firm. And for years some traits…

Beyond Tax Season: How Do You Plan To Grow Your CPA Practice?

Beyond Tax Season: Where will your accounting business’ future growth come from? My meeting with Tim, the Managing Partner of a CPA firm couldn’t have started off more worse ! He was on the phone with one of his clients who was yelling at the other end of the phone “how the heck can you…

Why Should I Do Business with Your Firm?

As a CPA firm, do you get most of your new clients through referrals? That’s because consumers of accounting and tax, and audit services, on their own, are unable to differentiate one CPA firm from another. They rely on the recommendations of trusted professional service providers and community leaders. The main reason consumers can’t differentiate…