How to Crush it in 2024! Of course, the topic of NY resolutions will be a buzz over the next few weeks, with everyone claiming to have to secret sauce to make 2024 a phenomenal year!  Here is a formula that, if applied, will definitely ensure you make major progress this coming year!  The 3 key steps of this formula are:  1) Firstly, it starts with having a good goal. Best to make it a big juicy one, worthy of your true potential! Otherwise, it will fail to motivate you. You have to feel like you’ll be very proud of yourself – if this time next year, you accomplis ..read more

How to Effectively Market Your CPA Practice Firstly, I would like to point out that no matter how much amazing advice practice owners receive about marketing – it will very often fall on deaf ears because they do not have the infrastructure to take advantage of it. By infrastructure is meant  – the right staff, proper processes, staff training, and time management. Practice owners have no time and no one to help them market! So, allocating resources to marketing should be the no. 1 priority in any marketing plan. A marketing plan that is not implemented is ju ..read more

7 Common Hiring Mistakes CPAs Make! If you’re sitting there thinking of all the unfinished work you’ve got going on, or you dread coming back from vacation because you know there’s a mountain of work that awaits you — then this blog post is for you!  A survey of CPA practice owners across the country very quickly reveals that the biggest barrier to practice growth is no longer getting new clients — it is staffing!  Are you, like many practice owners these days, finding that getting the work is not the problem? Your workload is increasing and it’s exciting, but the enthusiasm ..read more

A very widespread issue among business owners of all types is – they just don’t know how to talk to staff when there is an issue. As consultants – we are asked for help with these staff issues all day every day. Here are some of the many issues we help our clients resolve on a daily basis: 1) A new staff member who is butting heads with their Manager and attempting to make her look bad to the owner; 2) A staff member, who when assigned work practically re-assigns it back to the owner, by asking so many questions that the owner might as well do it himself; 3)A staff member who is maki ..read more

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