Category: Practice Management
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...
Helpful Stress Coping Skills for CPA Practice Owners
Helpful Stress Coping Skills for CPA Practice Owners Not too long ago I had a colossally bad day. It felt like everything I touched broke, everyone I talked to was...
Why Not?
Why Not? I recently had a conversation with my 23 year old daughter who just quit her job to go to graduate school. Her boss asked her if she could...
What Are You Most Excited About Right Now?
What Are You Most Excited About Right Now? In a minor twist of the Thanksgiving tradition…I’d like to ask you…what are you most excited about right now? What lights you...
Are You Generating Referral Business?
Are You Generating Referral Business? Client to CPA: “How’s Business?” CPA: “I’m slammed….working 60 hours a week. We can’t seem to stay caught up and can’t find great...
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