The Funny Thing About Advice

The Funny Thing About Advice …is that the perceived quality of- and the results produced by- a bit of advice depends more on the recipient than the advisor. There are those clients that don’t recognize good advice even when it slaps them in the face.  You as the advisor feel frustrated and sad that you […]

The Efficient Accounting Practice

The Efficient Accounting Practice There is nothing so useless as doing efficiently that which should not be done at all. Peter Drucker   In the best practices, owners surround themselves with excellent staff. And in nearly every case, that excellence is a learned—and earned—attribute, not just a happy coincidence. Spend time (and money when necessary) […]

Grow your Accounting Practice by Leaps and Bounds Through Referrals

Grow your Accounting Practice by Leaps and Bounds Through Referrals Putting a system in place to capture referrals is easy.  Delivering the service that makes you deserve referrals is hard!  You have to deliver value to your clients and you have to articulate that value.  What do your clients value? The nice part is that […]

Due Diligence Phases in an Accounting Practice Sale

Due Diligence Phases in an Accounting Practice Sale Due Diligence in an accounting practice sale always varies from buyer to buyer, but I’ve talked with buyers who like to start the purchase process something like this:  “Hello, my name is Tom.  It’s very nice to meet you, can I please see your top 10 client […]