• Niching vs Not Niching: Which One is Right for You?

      You may have heard lots about niching down, niche marketing, and creating specialized service offerings in your practice-- but is it right for you? Some practitioners aren’t sure if creating a niche practice is the way to go versus being a general practitioner. And the thing is, there...

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  • Don't Let This One Thing Get in the Way of Your Success

      Author Ray Dalio said in his book Principles that EGO is one of the biggest barriers to success and progress for business owners.   Ego gets in the way of us wanting to learn We feel that we already have the answers and know everything. Having authority in...

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  • The Importance of Unplugging

      Every now and then, it’s important to unplug from your practice.  There’s something magical that happens when you step away from the everyday activities: - You have the mental space and freedom to think about and work on your practice. - You can be strategic as opposed to...

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  • Keys to Finding (and Keeping) the Right Team

      “Hire for attitude, train for skills.”   It is so important to have the RIGHT team (and to keep them). Here are a few ways you can do so:   Hire slowly Ensure you are diligent in your hiring process so that you don’t bring in bad apples....

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  • A Powerful Message for Practice Owners

      My wife and I recently watched the 4-part Netflix movie series, Self Made, and it has a very relevant, powerful, and inspirational message for CPA practice owners. The movie is about Madame CJ Walker,  an African-American woman who went from poverty to a billionaire in the beauty industry....

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  • Creating a Winning Culture

      A winning culture is one of the key components of creating a key practice or organization. You want your team members to enjoy coming to work, to feel that their work is useful/meaningful and that they can contribute.   Here are three ways you can create a winning...

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  • Attracting Clients in an Unfavorable Environment

        One of the most common questions received by practitioners is how they can continue to attract quality clients in a challenging and unfavorable environment.   Here are three ways: Know that growth can take place in any environment: Good or Bad.   In a bad environment, you...

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  • Asking the Right Questions When Interviewing

      When interviewing a new candidate to join your championship team, it is important to ask the right questions and take your time finding the right match. Here are the four things you should look for and the questions you should ask when conducting your interviews:   1. Understand...

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  • The Light at the End of the Tunnel

      When it comes to practitioners, the “light at the end of the tunnel” doesn’t necessarily mean May 17. It means that you don’t need to be the “do-er” for an infinite amount of time. It’s a short-term problem. You want to get to the point where you grow...

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  • 4 Things You Need to Do if You're Serious About Success

      Are you equipping yourself with enough KNOWLEDGE to be successful? If not, you should be doing these things:   Educate yourself with new things on a weekly basis. Read books, watch webinars and trainings to equip yourself with more information and knowledge to get more success and results....

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