How To Make Your Relationships With CPAs Stronger

The average CPA firm services over 800 clients each year. Typically, advisors want to build relationships with a CPA with the hope of being introduced to those clients. But the reality is, most of these relationships produce less than 10 introductions each year (yes, really). Is it worth the time you invest into that relationship for just a handful of introductions each year?What if you could get more than that? It’s possible. You just have to get a little creative.Typically, the … [Read more...]

How To Avoid The Tax Season Hangover

Tax season

If you’re like most of the CPAs we know, you’re working 60-100 hours per week during tax season. Your staff is exhausted. You’re exhausted. And your family is exhausted, too, because you’re not home very much and when you are, you’re not present. It’s not good for anyone.Hang in there, soldier. You’re almost at the finish line!But wait, before you get there, there’s something you need to think about—The Tax Season Hangover.If you’ve been in business for any amount of time, you know … [Read more...]