• My Best Practice-Building Technique for the Shy CPA

      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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  • Getting Reviews From Your Clients

      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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  • The Reason You Aren’t Meeting Your Yearly Goals

        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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  • Why You Need to Meet One-on-One with Your Team

        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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  • 3 Entrepreneurial Traits You Want to Have for Success

    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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  • The Rule of 72

      Have you heard of the Rule of 72?   The Rule of 72 states that when you have an idea, you want to take an action within 72 hours. Too often I see practice owners that have great ideas that are never implemented.    Ideas that are not...

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  • 3 Things to Keep in Mind When Onboarding a New Team Member

      When you’re bringing on a new team member-- whether they’re an admin, staff accountant, or tax preparer-- keep these three things in mind:   Be patient It takes about 6 months for the team member to get to know their role and become a master. Keep in mind...

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  • Why I Love Self-Help Books (and I'm Not Afraid to Admit it)

      I’m a huge fan of the “Self-Help” section of any bookstore. I’m not too proud to admit it. After all, how can I be ashamed of something to which I owe so much of my success? I first discovered self-help (a/k/a “motivational”) books when I was in the...

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  • Contribution vs. Accumulation

        I recently listened to a podcast where Steven MR Covey (son of Dr. Steven Covey, author of 7 Habits of Highly Effective People) was being interviewed by Whitney Houston.   He said something that really resonated with me and is very powerful and relevant to us as...

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  • How to Get Refocused After Tax Season

      Tax season is now over. It was challenging and long, but you should be proud-- it was a big win.   Now it is time to get focused on the road and journey ahead.   Like a professional team that has played a game, they assess what went...

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