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 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 …
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. …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …