• Open Letter to Stressed-Out CPA Firm Owners

    Many accountants start out as 9-to-5 employees, working for someone else. They find themselves stressing out at work and fantasizing about starting their own practice– working for themselves and avoiding the daily grind. However, all entrepreneurs quickly learn that being a business owner can be one of the most...

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  • CPA Practice Marketing: Variety and Vigilance

    It pains me to see up-and-coming CPA firms spending lots of money on marketing that is ineffective – and not just because it’s wasteful.  The worst part for me is watching these firm owners getting discouraged when the results of their marketing efforts are less than they hoped for....

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  • CPA Firm Secret Weapons: Launch Codes Leaked!

    Your CPA firm has a secret weapon to launch it into the stratosphere in 2013 – but do you know the code to unlock it? No, you won’t find it in your safe or bank deposit box.  It’s not hidden under your receptionist’s mouse pad or taped to the...

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  • 3 Ways to Stay Focused and Productive During the Holiday Season

    There’s something about the holiday season that trips up even the most focused, high-productivity CPAs.  Maybe there’s a celebratory feeling in the air, or a sense of anticipation that makes it difficult to concentrate.  Maybe it’s knowing there are those extra tasks on your “to do” list – buying...

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  • CPAs: The Easiest Way to an Intimate Understanding of Your Market

    Successful CPAs understand the importance of marketing.  But the best marketing efforts – and the heftiest marketing dollars – can be wasted if you don’t understand the needs of your prospects. Experience has taught me that a sure-fire path to failure is in assuming you know what your prospect’s...

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  • Banish that Boring CPA Welcome Packet!

    Does your CPA firm send a “welcome packet” to its prospects? That was probably an easy question to answer.  If you answered “yes”, maybe this next question will be a bigger challenge: Is your welcome packet boring? It could be, if you’re doing the exact same thing everyone else...

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  • CPA Practice Owners: Be Beloved By Your Staff

    Every now and then I’ll be meeting with a client and I’ll spring this question on them: “What’s the most valuable asset in your business?” I hear all kinds of things.  “My equipment.” “My accounts receiveable.” “My customer base.” “My intellectual property.” Almost no one ever says, “My employees”....

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  • How to Raise Fees Without Losing Clients

    If your CPA practice is undercharging for its services, you could be sacrificing tens of thousands of dollars each year. But maybe you’re feeling timid about raising your fees.  Maybe you’re afraid your clients will walk away. Keep in mind that if a client is shopping around based solely...

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  • Creating Your CPA Practice’s “How-To” Manual: Quick Tips

    Every CPA practice should have its own “how-to” manual.  You can call it whatever you like – your “Firm Policies & Procedures”, “Working Procedures”, “Practice Manual”, anything. Its name isn’t important – it’s having one that’s crucial. Here are some quick tips to help make what seems like a...

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  • Cross-Selling to Grow Your CPA Practice

    At www.CPAMarketingGenius.com, we’re all about helping your grow your CPA practice.  That’s why in this blog post, we’re about to reveal THE easiest and most cost-effective way to do it. How? By cross-selling your services. The best example I can share is from my own CPA firm, The Omar...

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