Identifying Bottlenecks In Your Practice
Identifying Bottlenecks In Your Practice
What is preventing you from moving forward in your business? What is taking too long? What systems or processes are hold... Read more
5 Mar 2020
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17mins
It's Time To Slow Down
It's Time To Slow Down
Slowing down will help you build the practice that is best for YOU. Just because you keep going and going, doesn’t mean ... Read more
19 Feb 2020
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26mins
The Cleanup Engagement Workflow
The Cleanup Engagement Workflow
Cleanups are huge in our industry. It's usually the reason why clients reach out to us in the first place. But, they can... Read more
6 Feb 2020
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27mins
Dealing with Imposter Syndrome
Dealing with Imposter Syndrome
This was one of the harder episodes that I've recorded so far. Imposter syndrome is a real thing and it holds a lot of u... Read more
23 Jan 2020
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26mins
Tips to Get You Through Year-End
Tips to Get You Through Year-End
Now is the time of year where we need to put our heads down and work. The earlier we start, the less stress we will have... Read more
8 Jan 2020
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19mins
Helping Your Clients Navigate Cash Flow
Helping Your Clients Navigate Cash Flow
Cash flow issues are one of the biggest concerns that our clients can have. Navigating that can be difficult. In this ep... Read more
20 Dec 2019
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23mins
Tips For Your First Advisory Style Meeting
Tips For Your First Advisory Style Meeting
"Advisory" is the cool buzz word going around the accounting industry right now, but not many people actually explain wh... Read more
11 Dec 2019
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20mins
The Concept of Client Blocking
The Concept of Client Blocking
We are letting our clients dictate the work versus telling clients how the work will be performed. Let me introduce you ... Read more
4 Dec 2019
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16mins
Determining Your Firm's Capacity
Determining Your Firm's Capacity
Simply put - your capacity is the max your firm can produce with your current resources. But, how do you calculate your ... Read more
20 Nov 2019
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27mins
Communication is the key to client retention
Communication is the key to client retention
Simple communication could be the key to keeping your clients longer. Learn what I've discovered about communication and... Read more
13 Nov 2019
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21mins