• Biggest complain about CPAs

    Of the biggest complains that small business owners have about their CPAs is that the CPA doesn’t stay in touch. There are dozens of ways to stay in touch like birthday cards, anniversary cards, newsletters, emails, etc. which I get in depth in my Genius CPA Marketing System. In...

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  • How to gather authentic testimonials?

    Testimonials are one of my favorite low-cost but high-impact client attraction tools. Getting testimonials from clients is an important thing to do and creates a powerful tool for acquiring new clients. They create believability, credibility, and a sense of security for your prospects. They help to break down the...

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  • How do you spend your time?

    You can provide the best accounting and tax services but if are not able to attract qualified clients to your CPA practice, your practice will stagnate. Here’s what’s important. The mental shift from “doer of the task” (doing accounting work, preparing tax returns, performing the analysis, etc.) to “promoter...

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  • The 80/20 rule

    Hello there. Labor day weekend is around the corner and I want to wish you a happy and safe one. I’m a big believer in the 80/20 rule, also known as the Pareto principle. What the 80/20 rule says as it pertains to the CPA practice is that 80%...

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