• Shed Your Armor and Welcome Success

    Each year I host a live SuperConference for Practitioners. This year, 2014, we met in Chicago for the CPA Practice and Financial Freedom SuperConference. This conference gives me an opportunity to meet so many CPA practitioners and this annual event is becoming the place for success minded practitioners to...

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  • 5 Tips for Better, Easier, More Efficient Content Creation

    Many of the CPA practitioners I mentor have embraced content marketing as a way of growing their practices and positioning themselves as experts. Most of them are getting fantastic results from creating content for their practice website, blog, and social media channels. But admittedly, I never hear anyone say,...

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  • Who’s Watching The Store?

    There’s an old saying that what is not measured cannot be managed. That’s why it’s so important for you to have a system in place that’s constantly measuring the crucial factors that make or break your practice. Don’t forget that the Lifestyle Practice is a systemized practice that operates...

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  • Narrow Your Focus, Increase Your Business

    I’m sure you already know that one of the most powerful ways to grow your CPA practice is to develop a strong personal brand. Why? First of all, it makes client attraction a whole lot easier, because you’re no longer competing with a ton of other firms in your...

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  • Are You Underpricing Your Services?

    One of the most common problems I’ve observed with CPA firms is the issue of undercharging fees. Most practices have this hidden goldmine equating to tens of thousands of dollars (or more!) sitting right there waiting to be uncovered. One thing that gets in the way of practitioners charging...

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  • The Practice That Thrives Without You

    One of the keys to creating a lifestyle practice is having a staff you can trust to keep your practice humming when you’re not there. A big part of achieving that level of trust is providing your team with the tools they need to run your business without you....

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  • Be a Client Magnet

    Don’t knock yourself out chasing after new clients. It’s expensive, exhaustive, and time-consuming. Instead, build your practice around attracting clients like a magnet. It’s more effective, and honestly, a lot more fun. Besides, clients who find their own way to your doorstep are more likely to contract more services...

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  • 3 Ways to Take Your Staff to the Next Level

    One of the keys to creating a lifestyle practice is having a staff you can depend on to keep your practice humming when you’re not there. If you’re lacking that kind of confidence in your team, there are things you can do to take your staff to that next...

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  • Running a Lifestyle Practice

    If you feel like a slave to your own business, you’re not running a lifestyle practice. If you’re working 50, 60, even 70 hours a week, you’re not running a lifestyle practice. If you feel like you hardly ever see your family – well, you know where this is...

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  • Survey Your Customers

    One thing successful CPA practices have in common is this: they actively seek client feedback. Gathering input from your clients is a valuable exercise in so many ways. For example, client feedback can help you break through your own blind spots about what’s working in your practice and what...

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