Do you know the secret to attracting and retaining clients? If you think it's price, think again. While price may be a factor, there's no question that the number one thing that keeps clients coming back is top-notch service. Clients want to feel heard, appreciated, and welcomed. However, creating...
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With the start of each new year, many take to making resolutions to improve their personal lives and their businesses. However, the element that they don't pay attention to is that DOING those resolutions is more important than the outcome. When you create goals or resolutions, you have to...
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For solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice. For the tax resolution practitioner, these habits can be distilled down even further to five specific tasks,...
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The world’s most thoughtful companies provide “FAQs” on their websites. And if you want to provide world-class service to your clients and prospects, your site will include one, too. FAQs stands for Frequently Asked Questions. FAQs typically appears on its own page as part of a larger website. Essentially,...
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Team meetings. They can be the worst of things or the best of things. I know many business people (not just CPA practice owners) who dread them. The most common complaint I hear is that the meetings are boring, unnecessary, and rob the participants of time that could have...
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
