A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals, you’re not alone! And for a long time, that was true. But now the truth is that more and more professionals are choosing to do business with people they have […]
5 Ways To Connect With Your CPA Partners, “Just Because” Read More »
It’s hunting season, and as every good hunter will tell you, you have to plan ahead. When you’re out in the woods for days at a time, bad planning could literally mean the difference between life and death. Now, we’re not talking about anything quire that serious, but the truth is that if you are
Hunting For The Perfect CPA Partner Read More »
John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you’ve never watched a game of football in your life, you’ve probably heard at least one of those names (after all, who hasn’t seen one of Peyton’s commercials?) These are 4 of the best quarterbacks to play the game, ever. But what makes them great
Becoming Your CPAs Best Quarterback Read More »
As a tax professional, you know you’re required to take continuing education classes. License renewal requirements vary by state and all of them call for a certain number of technical study hours. The problem is, while those technical study hours may help you keep up to date on tax-related issues, very few (if any), actually
How To Make More Money Through Continuing Education Read More »
Today, we’re going to talk about financial planning for C-Level Executives. A C-Level Executive’s collective earning potential can easily hover around $500,000 annually. In addition to collecting a very impressive salary, most C-Level Executives also earn bonuses, enjoy profit-sharing rewards and sometimes even commissions. But don’t be mistaken, while they may be able to run
Financial Planning For C-Level Executives Read More »
This month we’re taking a closer look at a few types of people who frequently hire financial advisors, and how to take their unique needs into consideration when working on their financial planning. Today we’re going to talk about financial planning for medical professionals. Just like with lawyers and those planning for business succession, there
Financial Planning For The Medical Profession Read More »
This week we’re going to discuss strategic alliances. We know you’re already well aware of the benefit of cultivating these alliances with CPAs but now we want to expand on that. If you limit yourself to only creating relationships with CPAs, you may be missing out on some serious potential cash flow. There is a
10 steps for creating successful strategic alliances with professionals other than CPAs Read More »
Let’s take a look at job descriptions. Chances are you already have job descriptions for your team. If you don’t, it’s time to write those! Job descriptions are so important for setting expectations and doing performance reviews! Assuming you already have job descriptions, it’s important to keep them current. When is the last time you
Why You Need To Update Your Job Descriptions Read More »
We did it! We survived another busy tax season! now onto the offseason! Things are finally winding down and you have hopefully just returned from a much needed vacation to somewhere gorgeous. So the all important question is… Now what? What do you do now that the busy season is over to make sure you
10 Questions to Ask During The Offseason Read More »
If you were to ask a group of small business owners what their biggest challenge is, the majority of them would admit to struggling with asking for and getting referrals. The good news is: this month we’re breaking this process down for you. We’re going to kick it off this week by telling you exactly
4 Ways to create a predictable referral system Read More »