• Does Your CPA Practice Need a Squeeze Page?

    What exactly is a “squeeze page”? Funny sounding term, I know.  But a squeeze page is serious business.  If you sell products or services directly through your website, a squeeze page could make a huge improvement in sales. A squeeze page is a web page that asks visitors to...

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  • CPA Productivity Secrets: “90/10 Preparation”

    When I mentor groups of CPA practitioners, the one question I’m consistently asked is about productivity.  How can I find more time?  How can I use the workday more effectively? Here’s one of the suggestions I share: engage in “90/10 preparation”. Brian Tracy, the goal-setting and productivity guru, recommends...

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  • 8-Step Formula to Boost Sales Conversions

    If you’re still selling the way you did in 1975, you’re in big trouble.  Because just as fashions and technologies change, so does the way people think and respond to the world around them.  What worked then won’t necessarily work now. In fact, the sales techniques you used twenty,...

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  • Say Goodbye to Irritating Clients Forever

    I don’t believe in taking on just any client in my CPA firm.  And you shouldn’t have to, either. It’s true, I believe in demographically defining your client, and then targeting that specific client with your marketing and advertising efforts.  But not every prospect who fits your “ideal” profile...

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  • CPA Practice Growth Workshop, Newark, NJ, Oct. 27 & 28

    For two days in October, you and 59 success-driven practitioners have the opportunity to discover the secrets to immunizing your practice against recession, dramatically boosting your profits and creating long-term wealth and freedom. Introducing The Ultimate Practitioner Lifestyle Workshop: How to Simply and Easily Get More Clients, More Money,...

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  • Packaging CPA Services vs. Piecemeal Services: Don’t Repeat My Mistakes

    If you’re not packaging or bundling your CPA firm’s services, you may be tripping over some of the same awkward situations I did when I was just starting out. My own hard-knocks experience as a CPA practice owner taught me that offering piecemeal services is a mistake.  And when...

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  • 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 of...

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  • CPA Practice Owners: Be Your Own “Mystery Shopper”

    There’s a new show on the Food Network. It’s called Mystery Diners. Maybe you’ve seen the coming attractions while watching Chopped. The undercover operatives of Mystery Diners are called to duty by restaurant owners who suspect their employees are doing a less-than-stellar job. It might be stealing, lying, mistreating...

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  • Grow Your CPA Practice With Systems

    Many CPAs that I talk to like the idea of setting up systems in their practice. BUT, they are put off by the seemingly monstrous task of getting started? It's actually quite simple - just follow these steps: *Organize the various procedures that need to be documented into functional...

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  • How I Quit Being a Control Freak

    I don’t know what it is about CPAs that makes us such poor delegators. Perhaps it’s because we are simply “control freaks” and don’t want to let go of the technical aspects of our practice. Or maybe it’s because we believe that no one else in our firm can...

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