Deal With Your D-Level Clients
It is mid-January. It’s the time of year when you and your team members begin to dread the time when you have to deal with certain clients. In the CPA …
It Rarely Happens
As the year comes to a close, it is a good time to think about things that you wish had happened during 2022 but didn’t. Make them happen in 2023. …
Talk To Your Clients Now
Summer flew by. Fall was so busy with extended returns. Now it is November, late November. This is the time of year when your competitors approach your …
Build Your Brand
You continue to be very busy. Firms are telling me they have more new business than they can handle. Progressive firms are also keenly aware that taking on …
Secrets To Success
I hope you know about John Wooden. If you don’t – John Wooden (1910-2010), the legendary coach of the UCLA Bruins, is considered by some to be the …
Client Relationships – How Sticky Are Yours?
The foundation of any accounting firm is built on our clients. And the glue or the “stickiness” that binds them to our firms is the personal …
Accepting New Clients
All the talk in CPA circles recently has been about getting rid of C & D level clients. Many of you have done just that. In most cases, it wasn’t a …
Get The Most Out Of CPE
No matter what the size of your firm, I’m sure you have a CPE (Continuing Professional Education) budget. How you spend these dollars is not something that …
Seven Steps to Success
I have read a lot of John Maxwell’s books over the years and have enjoyed using his motivational quotations. This month I want to share with you …
Procrastination
I spent many years dealing with procrastinators. It is surprising to me that CPAs, who are driven by due dates, are also procrastinators. Sometimes I think …