KPI

5 KPI’s All CPA Practice Owners Should Track

Every firm owner has a general vision of what they want their practice to look like next year or maybe even in five years. Maybe you want to work less or have more high-end clients. Regardless of where you want to go, you have to track the data now to make progress.  Tracking these five […]

Steering Clear of the Five Mindset Traps

The 5 Mindset Traps- CPA Firm Practice Management

  This is an excerpt from The Unplugged Vacation. You can download the book for free here. Most of these mindset traps will be self explanatory: the “time is money” mindset trap, the technology addiction trap, the client expectation trap, the “I can’t delegate” trap, and the multitasking trap. Time is Money Trap When I […]