E-CPA: The Three Bot Types, Explained

If you’ve seen any of our webinars on emerging and available technology to accountants and firms that can help automate or make more efficient tasks and operations, you’ve heard us talk about the three bots: unattended, attended, and A.I. If you’ve heard of these but...

E-CPA: You Should Fire Your Clients

If you actually watched this video, you’ll see the huge smile coming through Garrett’s face as he talks about the joys of firing clients! What? Fire clients?! Isn’t that like throwing away money?? No – in fact holding onto bad and stressful clients is costing you...

E-CPA: Remote Work Is Here To Stay

Like it or not, remote work is here to stay – so, you might as well like it! The age of work-life “balance”, which implies separation, is over; now, it is about how your work and life integrate. This involves revisiting the way we measure productivity, and how we...

E-CPA: The Worst Tax Season Ever

The 2021 tax season is the WORST, right? WRONG! This year has given a renewed lifeline to accountants and CPAs, with the opportunity to pivot into the most relevant and valued advisor to clients. Rather than drowning in tax returns, take this opportunity to address...

E-CPA: The One KPI to Rule Them All

Do you know what the most important KPI that accounting firms should be tracking is? A lot of people think it is billable hours, but that couldn’t be further from the truth! In fact, this KPI relies on you NOT using a billable hour system for charging clients! Learn...

E-CPA : The Price is Right

What do you use as your key variable in deciding how much to charge a client? Is it how much time, therefore billable hours? Is it a fixed cost per tax return? Is it a flat retainer fee across the board? There is much more that goes into pricing for yourself and your...

E-CPA : KPIs For Accountants

Have you or your firm been lying to yourselves? A lot of accounting firms and company leaders advise clients of the importance of good metrics and KPIs, yet rarely follow their own advice. If your KPIs aren’t being properly set and evaluated, they’re just...

E-CPA: Value Pricing

Are you still billing by the hour? While this may have worked in the past, it is becoming an increasingly frustrating, and decreasingly relevant pricing standard. If you aren’t familiar with value pricing, now is the time to learn. It’s not just a matter...