Focusing too much on profitability may be hurting your business.
Firms make too much money on tax prep services which results in understaffing and partners working long hours.
Our app sprawl is incredible, but these three tools are clear winners.
I was recently asked what I would do differently if I started from scratch. Here’s my response:
Practice setting clear expectations this tax season
Your Firm Needs an Ops Person at This Level
Why Private Equity is Interested in My Firm
Better onboarding ensures higher retention and faster production from new hires
I took a stab at writing a letter reflecting on my firm and wanted to share it with you.
And make it awesome for potential clients.
A price objection isn’t the end of a sales call… instead, it’s just the beginning.
Learn how we set goals to ensure we accomplish BIG things.