There are many ways to build and market your CPA practice. But if you’re an introvert, you might be avoiding even trying. You’re a shy CPA. If you're like me, you are more comfortable in one-on-one settings. And that’s not necessarily a bad thing. It takes all kinds...
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Tax season is a great opportunity to get online reviews (Google, Facebook, Yelp, etc.) from your clients. In fact, getting online reviews will be helpful in attracting new clients to your practice. Whenever you get a new client, ask where they heard about you. Many of my clients...
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What were your goals at the beginning of the year? I often hear practice owners say that they are behind on their goals and are feeling discouraged or down. The reason is that they are making unrealistic goals. They’ve fallen for the expectation of instant gratification and...
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One of the most important things people need is to be acknowledged, appreciated, and cared for. Meeting with them 1:1 is an opportunity to share with them your appreciation while talking about the things that have gone well and what has not. When meeting with my...
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Money is attracted to speed Implement ideas quickly. If you have an idea, act on it! With 72 hours, execute on the ideas that come to you. It may not be finished, but at least take the first step! Fine point: Don’t execute on things you haven’t thought out...
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
