Category: Practice Management
Staying Healthy During Tax Season
The “season” is officially upon us! With new tax laws and government shut downs, it is shaping up to be as stressful as ever. We’ve all seen and read the...
Referral Selling – with Joanne Black (Podcast)
Brannon recently sat down with Joanne Black, America’s leading authority on referral selling. A captivating speaker and innovative seminar leader, Joanne is changing the definition of rainmaker. Referral selling generates...
The Key to Delegation
I often have to learn lessons the hard way. Maybe me telling you about my mistakes with employee delegation can prevent you from doing the same. I have learned...
CPA Client Communications: Cutting Through Complexity
Accounting firm clients want simplicity and trust that what CPAs do is complex and time consuming. Clients understand that there are many business factors, laws and exclusions that affect their...
Streamline your accounting practice with workflow software (podcast)
We’d like to introduce you to David Cristello who is the founder of Jetpack Workflow. David’s cloud-based software helps accountants stay organized with client work and communication as they scale...
A Funny Way to Say “No”
“Out of the Mouths of Babes” My son Hayden, who is now a University Student, surprised us when he was younger. He was probably about two years old at the...
What do you know that your clients don’t?
What do you know that your clients don’t? Probably a lot more than you think. If you have been in public practice for a while, the amount of information that...
Turn Tax Season Pain Points Into Innovations
Perhaps as you go through tax season, you are identifying some areas for improvement…also known as “Pain Points”? Just know that these pain points just might be the very thing...
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