• 3 Ways to Avoid the Overly Analytical Brain of a CPA

      Accountants tend to be very detail-oriented people – and that’s a good thing when it comes to performing the technical work.  However, when you’ve stepped up to become a practice owner, you need to wear a different collection of hats.  Rather than being a number-cruncher, you’ve suddenly got...

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  • Tax Checklists: Your Solution to Tax Season Sanity

        One of the things that really bugs me is the excessive amount of time spent at CPA firms to review tax returns. This applies to both personal tax returns as well as business returns. I’ve seen that very often the amount of time spent can be easily...

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  • The Sluggish Practitioner’s Guide to Getting the Groove Back

    Every practitioner – every human being – gets sluggish now and then. No matter how genuinely inspired we are by our mission, no matter how much genuine passion burns inside, our energy will inevitably take a dip, and with it sometimes our motivation, self-confidence, clarity of mind, and creativity. ...

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  • 5-Star Service in 3 Simple Steps

    Do you know the secret to attracting and retaining clients? If you think it's price, think again. While price may be a factor, there's no question that the number one thing that keeps clients coming back is top-notch service. Clients want to feel heard, appreciated, and welcomed. However, creating...

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  • Employee Goals That Also Build Your Practice

    It’s safe to say most of us want our employees feeling good when they’re working for us. Happy team members tend to be more productive team members, have more to contribute to the success of your practice, and stay longer.  But employees suffer when they feel insecure – when...

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  • Business Equipment: Money-Saving Secrets for CPAs

    People are by far the most important part of our practices. But we couldn’t do what we do without “stuff” – material objects from desks and chairs to computer equipment, photocopiers and more.  Stuff costs money, but it could be costing you less. Here are quick money-savings tips to...

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  • Unconventional Advice for a Stellar New Year

    With the start of each new year, many take to making resolutions to improve their personal lives and their businesses. However, the element that they don't pay attention to is that DOING those resolutions is more important than the outcome. When you create goals or resolutions, you have to...

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  • Comfortable Client Sign-Ups, Step by Step

    You may be caught between wanting new clients and feeling trepidation about signing them up. You might even be beating yourself up about it. Of course, I want a new business. So why do I feel so uncomfortable closing the deal? And how do so many other practitioners find...

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  • 5 Tasks You Should Complete Daily For Maximum Tax Resolution Profitability

      For solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice. For the tax resolution practitioner, these habits can be distilled down even further to five specific tasks,...

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  • Trick Your Brain into Rejecting Fear

    I was watching an intriguing television show recently and the host was speaking with a gentleman who was born with an ultra-rare condition: he was incapable of feeling physical pain. As a result, he had broken his bones hundreds of times, having no sense of caution about how he...

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