2023 Annual Letter (And What We Plan to Do in 2024)

I took a stab at writing a letter reflecting on my firm and wanted to share it with you.

Hey 👋 - Brandon here.

Happy Saturday to 1,417 growth-minded accountants.

Today’s issue takes less than 2 minutes to read.

I’ve been inspired reading annual shareholder letters by Bezos and Buffet so decided to take a stab at writing my own.

On reflection, the biggest improvement our firm made this year is in the client experience department.

I had a vision that my team ran with and 10x’d.

I never thought I’d be able to say that we run a tax season clients genuinely enjoy.

As we transition into 2024, I have a question for you:

What areas of firm running do you want to learn more about from me?

Hit the reply button and let me know.

I look forward to shipping you great content every Saturday in 2024.

That's all for this Saturday. See you next week.

Whenever you're ready, here's how I can help you.

→ Work with me 1:1 to grow your firm (now accepting waitlist coaching applications)

See you again next week.

Cheers,

Brandon

If you're enjoying this newsletter, please share it with your connections and you'll get rewards:

  • 5 referrals = shout out in the next newsletter issue

  • 10 referrals = shout out on Twitter

  • 25 referrals = 1-1 Zoom meeting with me

You can easily share by clicking the button below.

Reply

or to participate.