Without dedicated IT support, your practice can experience any number of technological hiccups which, when not addressed promptly, can handicap operations. Dedicated IT support could take the form of one or more employees who are responsible for your tech, or using outsourced managed IT services. How can you...
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Is your practice prepared to offer world-class customer service this coming tax season? Keep in mind that practices that struggle to keep clients often do so because they make crummy first impressions. On the flip side of that, practices that aim to “wow” their clients tend to be...
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Mistakes happen. It’s inevitable. But there’s no arguing that life – and our practices – operate better with fewer slip-ups. Something occurred here at my firm recently that I wanted to share, because I think it contains some valuable lessons in communication and team leadership. My marketing team...
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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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Are you familiar with Maslow’s hierarchy of needs? In 1943, psychologist Abraham Maslow published a paper called “A Theory of Human Motivation”, and later in 1954, the book Motivation and Personality. Maslow’s theories made sense to millions, and are still studied and widely accepted today. More recently, I...
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
