CPA

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

How To Make Your Relationships With CPAs Stronger Read More »

How To Avoid The Tax Season Hangover

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

How To Avoid The Tax Season Hangover Read More »

How To Answer The Not-So-Quick Estimated Tax Payments Question

This month we’re focusing on answering some of the most common “quick questions” that clients asked. If you missed our previous posts in this series, you can find them here, here, and here. All caught up? Great! Let’s jump into our final quick question: “How much should I pay in estimated tax payments?” It may

How To Answer The Not-So-Quick Estimated Tax Payments Question Read More »

How Wealthy CPA’s Profit From Answering “Quick” Questions

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 »

growth tax time

How To Conduct An Income Growth Strategy Session

During tax season, most CPA’s put in at least 60 hours of work each week. They don’t have the ability to look at growth opportunities for their clients at this time. It’s an exhausting few months filled with tight deadlines, anxious clients and more often than not, too few hours in the day to get

How To Conduct An Income Growth Strategy Session Read More »