Category
Latest articles
One million dollars. (Cue Austin Powers’ nemesis, Dr. Evil.) Some firms surpassed that number a long time ago and have set a new goal of $2.5 million. For other firms,…
It’s no secret that being part of the accounting profession has its challenges. Firms share many struggles—from never-ending tax seasons and staff burnout to cumbersome workflow processes and outdated business…
*This blog is part of the July 2023 Thought Leader newsletter “It takes money to make money,” they say. On most fronts, ‘they’ are correct, but the handy-dandy internet offers…
*This blog is part of the July 2023 Thought Leader newsletter Business development is a common goal for firms once busy season ends. Each summer, firm owners and their teams…
It’s no secret that staffing is a massive issue for accounting firms—and it’s not likely to become easier anytime soon. If your firm is like most others, it’s difficult both…
*This blog is part of the June 2023 Thought Leader newsletter In May, I attended our first-ever in-person Empower conference in Denver, Colorado. A recurring theme I heard throughout the…
In part one of this two-part series, I talked about how you can implement our first two smart pillars: Smart Firm Management and Smart Client Management. Applying these two concepts…
The traditional accounting business model is no longer adequate to support a highly profitable and sustainable firm. The old ways of taking on any client who walks through the door;…
Many accounting firms are ready to take the first step toward becoming a modern firm…but are overwhelmed with where to start. Stop me if these scenarios don’t apply to you:…
*This blog is part of the May 2023 Thought Leader newsletter Even when one tax season is better than the season before, it’s still easy to think of all the…
*This blog is part of the May 2023 Thought Leader newsletter The post-tax-season tax glow is shining bright. You have renewed energy to work on your firm. You’re rolling up…
*This blog is part of the May 2023 Thought Leader newsletter I got a call not long ago from the local hospital. My mom, who is in her late 70s,…