• World-Class Customer Service: Tax Season Action List

      Is your practice prepared to offer world-class customer service this coming tax season? Keep in mind that practices that struggle to keep clients often do so because they make crummy first impressions. On the flip side of that, practices that aim to “wow” their clients tend to be...

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  • Bouncing Back from a Setback: 4 Proven Ways

      As a CPA trying to build your own practice, I’m sure you’ve seen your share of setbacks. But if you ever find yourself hoping this hurdle will be the last one, I’ve got a wake-up call for you. The fact is, you will continue to encounter adversity for...

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  • 10 Ways to Shake Things Up in Your Practice – in a Good Way

      Feeling stuck in a rut? It happens to all of us from time to time. It’s not an entirely bad thing. Sometimes ruts happen because we’ve learned ways of doing things that work and we stick with them over time. And as long as those ways continue to...

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  • How to Learn More, Faster!

      In their book Peak: Secrets from the New Science of Expertise, Anders Ericsson and Robert Pool assert that it takes 10,000+ hours of practice to master a given skill.  I had been first introduced to this concept 15 years back while reading the book titled: Outliers: The Story...

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  • 3 Ways Your Firm Can Stay Ahead of the Rest

    There are a lot of ways to get (and stay) ahead of the pack when you’re building a successful CPA practice. This month I’ve decided to shine a spotlight on three in particular, and I’m going to challenge you to ask yourself which of these you’ve given the least...

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  • Your Practice’s #1 Enemy: You?

    If you’re reading this, you obviously have a heartfelt interest in growing your practice. Not only are you looking for ways to improve and flourish, but you also seek advanced warning of the destructive things that can devour a practice before it’s able to reach its ultimate heights of...

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  • Ownership Thinking: Life or Death for Firms with Employees

      Abraham Maslow, the man who gave us Maslow’s Hierarchy of Needs, once said, ‘The only happy people I know are the ones who are working well at something they consider important.’”  The man who gave us the above quote is Brad Hams, author of Ownership Thinking: How to...

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  • Educate and Assist Your Customers with Your Chatbot

      Once customers find out that you have a chatbot, you’ll want to take a moment and educate them about all of the features. For example, it’s a good idea to give your chatbot a name that’s unique to your business. If your company is selling floral arrangements, then...

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  • Promote Your New Chatbot

      What’s the point of creating a Facebook Messenger Chatbot if customers don’t know that it’s available? You should make it a point to promote the new program across several social media platforms. If you want to build and maintain a successful business, you have to engage current and...

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  • Your Automated Chatbot Greeting

      After you decide on what Customer FAQ’s to add to your Facebook Messenger Chatbot, you should consider creating a warm and inviting automated greeting. A potential customer is browsing your Facebook page, taking a look at customer comments and your posts, and they decide to reach out to...

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