• Time to Bid “Au Revoir” to 2020

      I want to wish you a very happy holiday season. Wow, can you believe this … it’s almost time to wrap up and say “goodbye” to 2020, and start planning for the New Year and the BUSY tax season that lies just weeks ahead of us. I hope...

    Continue Reading →

  • Does Your Practice Need Dedicated IT Support?

      Without dedicated IT support, your practice can experience any number of technological hiccups which, when not addressed promptly, can handicap operations. Dedicated IT support could take the form of one or more employees who are responsible for your tech, or using outsourced managed IT services. How can you...

    Continue Reading →

  • Partnering in Your Practice: A Handshake Isn’t Enough

      Thinking about taking on a partner in your CPA practice? It’s a big step, and not one to be taken lightly. A business partnership isn’t like a friendship. If you go through rocky territory with a buddy, you can decide to distance yourself from that person until cooler...

    Continue Reading →

  • 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...

    Continue Reading →

  • 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...

    Continue Reading →

  • 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...

    Continue Reading →

  • 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...

    Continue Reading →

  • 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...

    Continue Reading →

  • 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...

    Continue Reading →

  • 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...

    Continue Reading →