Tax season is a great opportunity to get online reviews (Google, Facebook, Yelp, etc.) from your clients. In fact, getting online reviews will be helpful in attracting new clients to your practice. Whenever you get a new client, ask where they heard about you. Many of my clients...
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What were your goals at the beginning of the year? I often hear practice owners say that they are behind on their goals and are feeling discouraged or down. The reason is that they are making unrealistic goals. They’ve fallen for the expectation of instant gratification and...
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One of the most important things people need is to be acknowledged, appreciated, and cared for. Meeting with them 1:1 is an opportunity to share with them your appreciation while talking about the things that have gone well and what has not. When meeting with my...
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Have you heard of the Rule of 72? The Rule of 72 states that when you have an idea, you want to take an action within 72 hours. Too often I see practice owners that have great ideas that are never implemented. Ideas that are not...
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When you’re bringing on a new team member-- whether they’re an admin, staff accountant, or tax preparer-- keep these three things in mind: Be patient It takes about 6 months for the team member to get to know their role and become a master. Keep in mind...
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
