Take a vacation from your accounting firm

Take A vacation From your Accounting Firm

With the holidays upon us, I wanted to send everyone a friendly reminder to take time off. “Work to live, don’t live to work!” I have been advising the readers of this blog for some time to build boundaries around time. The holidays are a great excuse to unplug and recharge with your family and […]

How to make your Accounting firm more valuable (Podcast)

How to make your Accounting firm more valuable (Podcast)

A conversation on Cash-flow, Cloud Accounting firms, Multiples and Everything In between Check out our latest podcast with Geraldine Carter on her show “Business Strategy for CPAs.” We discussed how building your practice as if you were going to sell it, is a good business strategy. Planning an exit long before you ever actually exit, […]

team meeting work on your CPA firm

Make time to work ON your business not IN it

My team and I have decided it’s time to take a bird’s eye look at our own business. We hired a company called Sagacious Partners to implement a system called EOS. It ties together two main organization ideologies that I respect and adhere to, Entrepreneurs Organization and Strategic Coach. If you have read this blog […]