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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I’m a huge fan of the “Self-Help” section of any bookstore. I’m not too proud to admit it. After all, how can I be ashamed of something to which I owe so much of my success? I first discovered self-help (a/k/a “motivational”) books when I was in the...
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I recently listened to a podcast where Steven MR Covey (son of Dr. Steven Covey, author of 7 Habits of Highly Effective People) was being interviewed by Whitney Houston. He said something that really resonated with me and is very powerful and relevant to us as...
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Last month, I started working with a CPA, a new coaching member, Jane, and the 3 things I share with you that I helped Jane with over a Game Plan call. I have used this in my own CPA firm and have helped many practice owners through...
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
