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Hiring Freelancers Who Bring Exceptional Value
Much of a practice’s success is owed to its team, but the boundaries of that team can often stretch beyond employees. In my practice, for example, we use freelancers for a variety of tasks: graphic design, presentation design, copywriting, transcription, etc. Their contributions are no less valuable than those...
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Freemiums to Win New Clients
You may have heard the term “freemium” before, particularly in connection with software and apps. Freemium has been used to describe the “free trial” business model – for example, receiving two weeks of Sirius XM Radio to get you hooked, after which you’ll want to pay to keep...
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Entice Your Ideal Client to Meet with You via Your Marketing Materials
Among my favorite kinds of calls and emails are the ones that come from prospects who fit the profile of my ideal client and are reaching out to schedule a meeting with me. It happens all the time. That wasn’t always the case, of course. There was a...
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One Simple Change That Could Put Tens of Thousands of $$$ in Your Pocket
What if I told you that you could put tens of thousands of additional dollars in your pocket this year – and all it will take is for you to make one simple change? Wouldn’t you do it? Of course, you would. That’s why I know that starting...
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Why You Should Work on Building Resiliency in 2020
What sets apart happy and successful people from everyone else? If I could point to one thing, it would be resiliency. It’s an uphill battle from day one for all of us, learning how to negotiate the world and get our basic needs met. If we shrink back and...
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Future Practice, Future Workers: Embrace the “Staff On-Demand” Mindset
Wow. The world is changing, and fast. Self-driving cars. Computers can predict elections and write novels. Chatbots that engage us in conversation and can answer any question. (Some experts say that within five years, most people will have more conversations with chatbots than they do with their...
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Client Portals Rock!
Here at CPAMG, we talk a lot about delivering world-class service – “wowing” our clients so they’ll never even think about leaving us for a competitor, and so that we can distinguish ourselves from the competition and justify premium fees. One way of making clients fall in love...
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The Importance of Keeping Company For CPA Practice Owners
A sense of loneliness can be a hurdle to growing and prospering in your practice. Solo practitioners aren’t the only ones who suffer. Even with employees, it’s all too easy to spend hours upon hours in isolation, and that can bring down your mood, energy and motivation, as...
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What to Know Before You Scale Your Practice
Congratulations! You’ve brought your practice to where it’s now. You want to grow your baby, evolve it and take it to the next level. Many CPA firms that embark on scaling work harder but not necessarily smarter. They think scaling means throwing out more money and more effort to...
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What Practitioners with Great Teams Do Right
I seem to remember a TV commercial from the 1980s in which an actress pleaded with the viewer, “Don’t hate me because I’m beautiful.” Ah. Jealousy. Unpleasant feelings connected to a person who has something you wish you had. It happens among CPA practitioners. I’ve seen it. Most...
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The road to success is paved
with massive and urgent
ACTION.
-Salim Omar, CPA