ALL ON BLACK
The decision of who your target market tends to take a bit of time. You’ve got some research to do and more than likely you’ve got to convince yourself. Here’s the thing – any market will work! Now...
View ArticleBe Like Ray
Last Thursday Ray and his wife Susie came for a home visit. A few drinks on the deck of my golf course clubhouse then some Pizza. I coached Ray and his team from 2010 – 2014. In 2010 he was around less...
View ArticleRealization %
Measuring and targeting realization percentage is a BAD idea. Here’s why… The traditional practice model is fundamentally floored for maximum performance. Most firms are either: 1. “time X rate – write...
View Article7 tips for taking control back this tax season
Tax season is as inevitable as… … taxes. It comes around every year. We plan for it, look ahead to it and have all of our resources focussed on it. So with all that in place, why does it bring so much...
View ArticleBest use of Accountants Time
Little rant for today . I get it you’re busy. Often really busy as a Partner of an Accounting firm. But what are you actually doing? What is the best use of an Accountants time? Is it low(ish) level...
View Article7 business improvement tools every accounting firm owner needs
Accounting Partners are very busy, often too busy to take a step back and implement some changes that can drastically improve your firm’s efficiency, team morale, client satisfaction and the bottom...
View ArticleWhy this accounting firm went mental for dental (clients)
I want to share the story of Pro-fi 20/20 in Atlanta who completely overhauled their client base to triple revenue in three years. Chris and Brent, the two partners, had a small traditional CPA firm,...
View ArticleThe Expert Accountant
This Accounting firm’s focus on expertise has generated them an additional $700,000 in fees in just one year. Here’s how they did it. Joe and Charlie (yes their real names!) from Jebran and Abraham had...
View ArticleThis accounting firm only works 4 days a week
This classic general services firm that they felt was built as a Ferrari (long list of clients, good team, 33 years in business) but they were driving it like a Volkswagen Beetle. In 2019 they had 16...
View Article3 firms $1M profit or more
In this webinar I asked the 3 Partners (3 separate firms) 5 main questions and then the audience asked the rest. The upshot of the questions was the story of how …. Paula Field went from $460K in...
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