Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

driving growth

We’re on Chapter 3 celebrating the audio release of our best-selling book, Double Your Accounting Firm. This week we’re looking at driving growth in your accounting firm. To refresh, here are the first two chapters: Chapter 1: Increasing Workflow Efficiency and Staff Capacity Chapter 2: Solving the Pricing Problems in Your Firm This specific chapter today… Read more »

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

pricing problems

Continuing with the theme we began last week, this week we will cover Chapter Two of our best-selling book, Double Your Accounting Firm. In this chapter, we will cover the pricing problems found in most accounting firms. What most firms will find is that when employees are incentivized to get more billable hours and not as much… Read more »

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Team Management, Workflow Excellence.

workflow efficiency

We’re going to be doing something different in the coming weeks. We will be going through our best-selling book, Double Your Accounting Firm, which is available now on Amazon. Each week going forward, we will tackle a new chapter of the book. You will have the opportunity to listen to each chapter on the podcast for… Read more »

Posted by & filed under Growing Your Firm Podcast, Growing Your Firm Questions, Growth, Marketing, Marketing for Accountants.

video marketing

Blake Shaffer’s accounting firm, LWS Tax & Accounting, is one of the most unique you’ll find. In fact, he successfully uses video marketing to both find clients and top talent. His videos aren’t boring commercials for his firm…they’re much, much better. You’ll have to see below. In this episode of the Growing Your Firm Podcast,… Read more »

Posted by & filed under Team Management.

Recruiting and Retaining Top Accounting Talent This chapter preview comes from the Double Your Accounting Firm book  (Amazon) I’ve heard this story many times. Diana’s in the middle of building the “firm of the future.” She’s built a core team around herself. One day, her top accounting manager walks into her office, plops a resignation… Read more »

Posted by & filed under Accountant.

How to Find Great Tax Clients

Like most CPAs, tax preparation is probably the bread and butter of your business. Making the most of your time and energy is crucial if you want your business to be as profitable as possible, and your time to be well-spent. Collecting and retaining tax clients is vital towards that end. It’s still only June,… Read more »

Posted by & filed under Accountant, Growth.

Today’s accounting and bookkeeping services world has become increasingly competitive. Senior managers are looking to gain an edge and are turning to unique ways of adding profit centers. There are two main reasons for firms to begin looking toward adding services like payroll and human resources: profit and the ability to offer full-service care to… Read more »

Posted by & filed under Accountant.

Why Tracking Billable Time Is the Roadblock to Financial Success in Accounting

Times, they are a-changin’. Actually, they’ve been a-changin’ for some time, now. Many other industries have caught up, but the accounting and finance world, surprisingly, has been slow to evolve. Time-based billing has been the dominant billing method for accounting firms for years, and firms are slow to give up this process. But an ever-increasing… Read more »

Posted by & filed under Team Management.

Managing Employees

According to INSIDE Public Accounting 2017 National Benchmarking Report, professional staff turnover is down in firms of all sizes, with a national average of 12.4%. That’s down from the previous year’s numbers, where the largest firms averaged 17.2%, and one in five experienced turnover rates above 20%. So, what’s different? It seems as though accounting… Read more »

Posted by & filed under Uncategorized.

Can you hear me now? Communicating with your accounting clients can sometimes be a chore. They’re demanding. They ask a lot of questions. They take up your time. They oftentimes feel like a roadblock to the rest of your day. But the reality is that you are their lifeline to the ultimate goal of their… Read more »