LIFT: Changing Behavior Inside the Firm

Have you ever tried brushing your teeth with your opposite hand? It’s difficult, and take a lot of focus, but that is what is necessary to do something you are not accustomed to doing. To move from a backward looking to a forward looking accountant, you have to...

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 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...

The Weekly Dive: Restaurants

One of the best ways to become a relevant advisor, trusted professional, and valued industry leader is by getting familiar with a client or prospect’s specific needs. This starts with knowing their industry, through the lingo, key financial benchmarks, and...