Category: Transition & Retention

Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast)
“When we interview firms on our podcast and we get a little blurb from them, ‘I got to a million in 24 months, I got to a million in 12...

Why You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan Podcast
“Usually, the CPA is so busy with their head down just trying to fulfill orders, that they don’t hear the client going, ‘help help help me make my business more...

Selling an Accounting Practice- Deal Comparison
TRANSACTION AFTER CLOSE WITHOUT AN INTERMEDIARY- Transition is lengthy with an uncertain end. Differences between buyer and seller as to management of the firm are common. When it comes to...

Accountants are Going into the Future Kicking and Screaming with Liz Farr (Podcast)
Liz Farr is a CPA and full-time freelance writer for the accounting profession. Her words have been in Forbes, CFO.com, Accounting Today and the Journal of Accountancy to name a...

Creating Success Benchmarks for Your CPA Firm
This is an excerpt from The Unplugged Vacation. You can download the book for free here. I’ve found that the right benchmarks naturally drive better decisions and better delegation. A...

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...

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...

Accounting insights owners need but aren’t getting | Podcast With Spencer Sheinin
“I had somebody who’s a friend of mine, an amazing person, an amazing entrepreneur kind of whisper in my ear one day, ‘I’m not getting the information I need...
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