I want to talk about increasing productivity in your firm this week. Spoiler: It's not a new app.   The Switch The biggest switch that impacted my firm was when I accepted I was unhappy. I realized this during the pandemic when most people looked at life a little...

This week, I want to dive into the tech that removes your firm's biggest constraints. Key Tech for Growth Service delivery accounting tech gets all the attention. Don’t get me wrong, service delivery tech is essential, but it won’t help you scale your firm. The tech...

Today, I am getting into the biggest opportunity for modern firms. Trends Now = Opportunities Tomorrow I ran a webinar with Giles Pearson from Accountests two weeks ago. His company offers easily deployed personality and skills tests during the hiring process. He is...

This week, I want to explore a topic that will cross most firm owners' minds when considering growth strategies. Selling My Firm I knew I wanted to sell my firm at the end of 2020. I planned to finish one more tax season and then list my firm. I contacted an advisor,...

This week, I want to get into the proven system of landing your 1st or 25th client. But first - Today's Tactic One of the biggest drivers for satisfaction of your firm's talent is whether their work challenges them and is improving their skills. Good talent sees...