Cool evenings. Colorful leaves. Pumpkin-flavored everything. These are just a few of the reasons I love fall and I bet you do, too. This time of year I often hear that CPA’s like yourself are starting to ask themselves some tough questions. As we enter into the final months of the year: You may be […]
Fall Changes You Need To Make In Your Practice Read More »
With summer quickly approaching, you may be planning for a much-needed vacation. Anywhere other than your office sounds good, right? We’re big fans of taking vacation time around here because we’ve learned the hard way that all work and no play leads to burnout, fast. Well-rested CPA’s are the best CPA’s because their stress level
How to Get Back to Work After Vacation 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 »
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 »
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 »
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 »
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 »
Financial services companies have been competing with CPAs in the accounting and tax business for years. Many CPAs are or are in the process of becoming licensed investment advisors. As a Financial Advisor, you may find yourself avoiding a CPA who list financial services or specialty insurance licenses on their websites. It’s easy to assume
How To Eliminate The Rivalry With CPAs Read More »
This time of year, every minute counts. And that’s why there are few things as frustrating as clients that call with pesky, “quick” questions that often, are not quick at all. And worse yet, they suck away minutes from the clock—5 minutes here, 15 minutes there—until before you know it, you’ve lost several hours during
How Wealthy CPA’s Profit From Answering “Quick” Questions Read More »