The best time to acquire new clients is now, during tax season, when clients are most interested in their numbers. My first freebie gift to you is my “111 ‘Low-Hanging Fruit’ Ways to Work Less, Make More, and Serve Clients Better.” It’s full of tips on marketing
Read More →The difference between accounting practice owners that make a meager living and those that are far more comfortable financially can often come down to just one or two skills that are easily learned. Most accounting professionals build their technical tax and accounting skills – far more than
Read More →Happy new year! A new year gives us new perspectives and the chance to adopt new ideas. That’s today’s topic. On Thursday, January 19, 2017, I’m hosting a complimentary webinar “Accountant’s Accelerator Sneak Peek,” and YOU are invited! This webinar will help you identify where you might
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As accountants, our daily work is full of to-the-penny details that keep us focused on transactions, charts, data, and numbers all day long. We have to be good at the details to be in our industry. But we also need to be able to move from the
Read More →Accountants have finally arrived. This upcoming tax season and year-end should be the best you ever have in your career. Here’s why. I got my CPA in 1980. (Yes, I was three years old.) A few years later, in 1984, a movie came out that had a
Read More →The easiest way to increase revenue in your firm is to raise prices. That’s a quick short-term answer that can work year after year, except if you are still billing by the hour. In the long term, hourly billers have a more systemic problem to solve as
Read More →Why are some accountants able to get a higher price for their services than others? There are a multitude of basic reasons, such as education and expertise. But there are also several factors that are completely within your control and that will greatly affect your profitability. Here
Read More →Many accountants and bookkeepers are interested in finding ways to work less while maintaining the same or higher level of income. It’s possible when you implement one or more of these five tips. Careful client selection Once you fill your practice, you can become more particular about
Read More →I am super-honored to be speaking at the huge and spectacular QuickBooks Connect conference in October in San Jose, CA. And since I can’t wait, I thought I would give you a speak preview of what I am speaking about in today’s article. Why Offering Packages Can
Read More →First let’s define advisory services by what they are not. They are not compliance services. Sales tax issues, bookkeeping, payroll, and tax preparation are all compliance services. Advisory services should leave the client better off in profits, efficiency, peace of mind, or time. Tax planning, cash flow
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