I want to wish you a very happy holiday season. Wow, can you believe this … it’s almost time to wrap up and say “goodbye” to 2020, and start planning for the New Year and the BUSY tax season that lies just weeks ahead of us. I hope...
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Thinking about taking on a partner in your CPA practice? It’s a big step, and not one to be taken lightly. A business partnership isn’t like a friendship. If you go through rocky territory with a buddy, you can decide to distance yourself from that person until cooler...
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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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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
