Grow Your CPA Practice With Systems

March 15, 2012 by - Filed Under: Uncategorized

Many CPAs that I talk to like the idea of setting up systems in their practice. BUT, they are put off by the seemingly monstrous task of getting started? It's actually quite simple - just follow these steps: *Organize the various procedures that need to be documented into functional...

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How I Quit Being a Control Freak

February 27, 2012 by - Filed Under: Uncategorized

I don’t know what it is about CPAs that makes us such poor delegators. Perhaps it’s because we are simply “control freaks” and don’t want to let go of the technical aspects of our practice. Or maybe it’s because we believe that no one else in our firm can...

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Marketing incest doesn’t work

February 12, 2012 by - Filed Under: Uncategorized

Let me give you an example so you can better understand what I mean by “marketing incest”. David Smith, CPA, starts his own practice and quickly realizes he needs to market and advertise to get new clients. However, since no one in college ever taught him how to market,...

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How to avoid crippling all your advertising?

February 08, 2012 by - Filed Under: Uncategorized

Virtually all practitioners, no matter what services they provide, make two crippling mistakes when marketing: 1. They say the exact same thing as their competitors; and 2. They try to be everything to everyone. In essence they have commoditized themselves. You will know you have commoditized yourself when you...

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