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Now that we’re at the end of February (inching ever closer to that tax deadline), it’s worth taking a moment (before we talk about marketing strategies) to assess: How’s your 2023 going? You’ll probably agree that what we all thought would be a pretty “easy” tax season (in relative terms to the nightmarish last three

This is your reminder that whatever is happening in your practice right now … well, it won’t be this way forever. Take that to the bank… (and start thinking about improving your business strategy). That goes for if clients are STREAMING through your doors, or if it’s crickets out there. But if clients are streaming

Before we head into the weekend, and tax filing beginning next week, I think it’s worthwhile to take a bigger picture look at where we are (and this matters for setting business goals this year – more on that in a minute). Things in the broader economy are looking dicey. Our industry — while insulated

With the new year beginning, and tax season barreling its merry way in our direction, there are MANY things to think about. Existing client care. New client onboarding SOPs. Tax code changes (i.e. combatting misinformation). Software disruption. Staff training and hiring. ARGH!!! Oh yeah … and making sure your new client pipeline is full. Tack

In our industry, I see this same scenario over and over again, and it’s the very reason I want to discuss workflow for accountants today. Picture it: A client comes through your doors. They speak to an intake person and start their engagement after getting the consultation. They are VERY excited about the possibilities ahead

Today, I’m steering a little out of the marketing waters and into the business coaching seas. And I think it’s something you’ll agree with.  Now, when TPM made the Inc 5000, I wrote a little bit about the reason behind that success. If you are the lead visionary in your practice who is constantly excited