Busy Season Relief Tip: Screencast Software

Posted by & filed under Accountant.


Whether it’s busy season or not, client communication lies at the heart of amazing client service. And we know the benefit of client service (increased retention, potentially purchases more services, referrals, etc) Whether it’s a simple question or preparation for an in-depth meeting, there’s been one tool that we constantly get asked about… Screen capturing… Read more »

How To Create a Sellable Accounting Firm: The Sandi Holst Interview

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Referrals.

We are excited to release our interview with Sandi Holst, the President of Fiscal Integrity Group.  In this interview, we dive into how to gain clients rapidly through referrals and how to create an instant “WOW” factor that allows you to create a sellable accounting firm. In this interview, we chat with Sandi Holst on… Read more »

Creating 5 Star Service & Scaling Excellence: The Angie Grissom Interview

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth, Referrals, Team Management.

Angie Grissom, President of the Rainmaker Companies, knows what it takes to deliver 5 star service. (And it’s not in the way you might think). Not only does Angie’s company help partners and owners “make it rain” with new clients…she consults on delivering incredible service, which leads to more growth. Funny enough, growth may not… Read more »

How To Use Numbers In Your Marketing

Posted by & filed under Marketing, Marketing for Accountants.

Metric Driven Marketing Process

Often when it comes to marketing, many succumb to “hoping” to build their brand through widely distributed, “feel good” and “clever” campaigns. More often than not, this results in spending a lot of money, without ever knowing if a single dollar was worth spending. It’s a horrible standard to run marketing by, but unfortunately, many… Read more »

How To Choose A Practice Management Accounting Software

Posted by & filed under Misc.

Form 1040

Many accounting firms have steady business on a year round basis but even the slowest firms experience a large influx of business at tax season when individuals not in the know scramble for expert help on their tax returns. At this time, your firm may not only be dealing with individuals but also with small… Read more »