Shifting seasons seem to invite life shifts, making this a great time to reflect on our behaviors. Ask yourself: am I living the habits of the world’s most successful CPA practitioners? Here are five places to redirect your energy for maximum impact during these final months of the...
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Have you created a Facebook page for your practice? Fantastic! You’ve just taken a key step in building your social media presence to retain current clients and attract new ones. But now that you have a Facebook page, you may be stumped about how to use it. Have...
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In a perfect world, CPA practitioners wouldn’t have to worry about collections. Unfortunately, the world is indeed imperfect. Clients do pay late, and worse – sometimes they don’t pay at all. The good news is, there are proactive steps you can take to increase the likelihood of getting...
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Client attraction is critical to your practice. This article will outline three important steps. But first, let me share with you what’s even more crucial than attracting clients: attracting the right clients. Clients You Don’t Want. When it comes to different types of clients, I’m sure you can tell...
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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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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
