• What Now?

    Wheewh! Tax season is over. Time to relax, roll down your sleeves, and take your own "break" for the rest year of the year. Or is it? Watch this video I've created below, as it contains a timely message for practitioners. https://youtu.be/r5N7Isy9IOU Click the button below to join Thursday's Webinar.

    Continue Reading →
  • The Un- invited Guest

    This past weekend, my son’s soccer coach passed away to a heart attack at only 55 years old. It was a sad day for me and all the other parents along with the entire soccer team. He leaves behind a 14 year old son and a wife. I vividly remember meeting with...

    Continue Reading →
  • Change Your Words. Change Your World.

    I recently watched an amazing video on the kind of impact changing a simple message can have.  I've linked it below.  I loved it and I think you will too. If you did, leave a comment on what the video meant to you. I'd love to read it. https://www.youtube.com/watch?v=w6gEMGuPzxg

    Continue Reading →
  • Salim Shares 3 Gems From His Trip to CA

    Last week, I traveled to Santa Monica, CA to attend a Content Marketing Intensive. In this week's video, I am super pumped to share with you 3 key gems I learned while I was there. https://youtu.be/lRc23uWFD1A

    Continue Reading →
  • Never Lose GREAT Staff to Your Local Competition

    One of the major contributors to my practice’s rapid growth is having "A-Team" players on my staff. And I've hired a few of them simply because they felt they weren't being appreciated enough at their other FIRM. In order to attract and keep the best of the best you MUST pay them at...

    Continue Reading →
  • Three Tips to Reach Expert Status in Your Market

    One of the most powerful ways to grow your CPA practice is to develop a strong personal brand and establish yourself as an expert, your client’s trust advisor.  When individuals and businesses go shopping for a CPA firm, they’re buying more than just services – they’re buying a person...

    Continue Reading →
  • DISCOVER ECO-NEW AND ECO-REFURBISHED FURNITURE

    I recently relocated my office after several years in the same location, and let me tell you, moving a business is no easier than moving your residence. In some ways, it was probably more complicated. Nevertheless, I wanted to do it right. In some respects, we were starting over...

    Continue Reading →
  • Want New Clients? A “Warm Prospects” List Works

    We all have them. People who’ve expressed an interest in working with our firm, but for whatever reason haven’t signed up yet. These warm prospects are halfway there. Don’t let them wander off so easily! With some polite follow-up, you’ll be doing them a great favor. You’ll be helping...

    Continue Reading →
  • CPA Practitioners: Steal These Unusual Publicity Ideas!

    Looking to generate some publicity for your CPA practice, but you’ve strained your brain trying to come up with a clever idea? Thanks to my friend Joan “The Publicity Hound” Stewart, today’s blog offers you three ideas that you can borrow from and adapt to your practice. #1: Offer...

    Continue Reading →
  • Growing Your CPA Practice for Introverts

    There are different ways to market a practice, and many of them require you to put yourself out there in a way that, for an introvert, might be painful. Listen, I understand. I’m very much an introverted person by nature. Maybe like me, you are more comfortable in one-on-one...

    Continue Reading →