• Why CPAs Should Be “Experts”: 2 Big Reasons

    As a CPA practice owner, no doubt you want your practice to grow.  You may even have considered generating some self-publicity to help promote your firm.  And that’s a great idea. It’s important for ambitious practitioners like you to understand the importance of promoting yourself as an expert in...

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  • CPA Productivity Tip: “One More Thing”

    Do you ever wish you could get more done in a day? This blog post will teach you an easy way to boost your daily productivity. I don’t mean to boast, but I’ve become an incredibly productive person. I feel good about sharing that, because I started off at...

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  • Client Engagement Letters Benefit CPAs

    Why is it important to use a client engagement letter in your CPA practice? Most lawsuits against accountants stem from malpractice complaints.  A client may think their accountant did not satisfactorily meet their professional obligations – the client feels he didn’t get what he paid for. By using an...

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  • A Strategic New Perspective on Testimonials

    I encourage all CPAs I mentor to collect and use testimonials.  They serve as potent social proof for your target market, making them feel more comfortable about giving you their business.  They can be used on your website, in your marketing materials and elsewhere – anywhere you want to...

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  • The CPA Practitioner’s Confidence Crisis

    Today’s CPA needs to be more than just someone who cranks out tax returns or financial statements.  Clients in today’s economy want a consultant, an advisor, a coach. In a conversation with Michael McLaughlin, author of Winning the Professional Services Sale, he mentioned that “CPAs are the ones who...

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  • Employee Retention Secrets for CPA Practice Owners

    Naturally, every growth-oriented CPA practice owner wants to retain their best, most competent employees.   Why, then, do so many CPAs that I meet complain about the “revolving door” in their firm? It all boils down to one simple word: appreciation. I truly believe few employees wake up in the...

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  • There’s Great Opportunity for CPAs in Public Speaking

    While there is no singular “CPA personality”, in my experience most CPAs shy away from public speaking. And that’s actually good news for you, even if you’re one of the introverted ones. Think about it: if few CPAs are willing to address an audience, that opens up a huge...

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  • Genius CPAs Use Tracking and Analytics

    The successful online marketing of your CPA practice requires a commitment of both time and money, neither of which is anything to sneeze at.  That’s why you should always be on the look-out for ways to give yourself a better return on your investment. That means it’s absolutely essential...

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  • Streamline Your CPA Practice with Effective Systems

    In order to grow your practice, it’s important that you, the practice owner, focus significant time on the strategic aspects of your business. And in order to do that, you must be willing to relinquish many day-to-day tasks to other people who can carry them out effectively. However, we’re...

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  • The Personal Touch is Good For Business

    In his book Psychology of Persuasion, Kevin Hogan tells us that people are more likely to do what you ask if they believe you have their best interests at heart. We can easily apply this to our CPA practices.  After all, building a business relationship means we have to...

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