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CLIENT ACCOUNTING SERVICES

Adjei: Profit from IRS Representation | The Concierge CPA

From Big Four consulting to FEMA volunteerism, Adjei blends problem-solving, purpose, and proactive planning.

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

When Hurricane Harvey submerged his first office, Houston-based CPA and tax advisor Brandon Adjei could have stepped back. Instead, he leaned in, volunteering for months at FEMA disaster relief centers, helping storm victims navigate IRS issues so they could access life-saving grants and loans. That work, originally meant to be temporary, became a catalyst for building a broader tax practice that now spans the U.S. and international clients.

More Jackie Meyer

On The Concierge CPA, host Jackie Meyer sits down with Adjei to unpack a career that has been anything but linear. From starting at Enron just before its collapse, to Big Four M&A consulting, to founding multiple firms, Adjei’s journey is rooted in adaptability, relationship-building, and a deep commitment to client advocacy.

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GROWTH STRATEGIES

Reclaim Your Hours with Time Management and Productivity Hacks

man filling in calendar using color-coded time blocks

Plus how to leverage AI to help.

By Jackie Meyer

“It’s not about having time, it’s about making time.” We all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. Many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

MORE: How to Bring Core Values into Your Accounting Firm | Ten Key Guidelines for Accounting Staff | Hiring Strategies for Your Dream Team | The AI Revolution: Embracing Artificial Intelligence in Your Practice | Leverage Technology for Growth | Streamline Your Operations with Systems and Processes | Craft Tiered Service Packages for Maximum Impact | Master the ROI Method: Price for Value, Not Time | From Compliance to Advisory: Shifting the Value Proposition | Niche Down to Scale Up | How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
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Reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. This post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. The payoff? More freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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GROWTH STRATEGIES

How to Bring Core Values into Your Accounting Firm

woman and man in office high-fiving and giving thumbs up

Plus eight tips for hiring and growing a team.

By Jackie Meyer

We’ve touched on core values quite a bit, and for good reason: they are the North Star for your firm’s culture and decision-making. Especially as you hire, incorporating core values into your team practices ensures you don’t lose the essence of what makes your firm special. Let’s delve a little deeper into identifying and integrating those values with your team.

MORE: Ten Key Guidelines for Accounting Staff | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
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If you haven’t formally defined five to seven core values for your practice yet, now’s the time. This isn’t just corporate fluff – done right, it’s a strategic compass. Some tips to pin them down:

  • Reflect on Your Beliefs: Think about the principles most important to you in how you conduct business and life. Is it integrity? Family? Innovation? Helping others? These are usually one-word or short-phrase concepts that resonate deeply.

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GROWTH STRATEGIES

Ten Key Guidelines for Accounting Staff

woman mentoring man in office

Emphasize delegation, trust and empowerment.

By Jackie Meyer

Hiring someone is just the beginning. What you do after they join is what truly determines whether you get the benefits of having a team.

MORE: Hiring Strategies for Your Dream Team | The AI Revolution: Embracing Artificial Intelligence in Your Practice | Leverage Technology for Growth | Streamline Your Operations with Systems and Processes | Craft Tiered Service Packages for Maximum Impact | Master the ROI Method: Price for Value, Not Time | From Compliance to Advisory: Shifting the Value Proposition | Niche Down to Scale Up | How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
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Many entrepreneurs struggle with letting go of control. It’s natural – this practice is your baby! But micromanaging or failing to properly delegate will squander your investment in a new hire and frustrate both of you. Here’s how to build a team that actually lightens your load:

  • Delegate Effectively: Delegation is not throwing a task over the fence and hoping for the best. It involves clear instructions, the right resources and appropriate authority given. When you delegate, be explicit about the outcome you expect, any important parameters, and deadlines. For example: “Please reconcile Client X’s bank accounts for September and October and note any discrepancies or unusual items for my review by Friday.” Provide context too: “They had an issue last month with a missing deposit, so keep an eye out for that.” As your team member proves themselves, you can delegate in broader strokes. Early on, check in periodically (but try not to hover). Think of delegation as a skill you practice – you’ll get better at it over time.

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GROWTH STRATEGIES

The AI Revolution: Embracing Artificial Intelligence in Your Practice

Twelve practical ways you can use ChatGPT or similar assistants right now.

By Jackie Meyer

In today’s rapidly evolving landscape, technologies like artificial intelligence (AI), natural language processing (NLP) and advanced large language models (LLMs, the brains behind tools like ChatGPT) are no longer futuristic concepts – they’re here now, and they’re incredibly powerful. Integrating AI into your tech stack can revolutionize your practice, freeing up time, enhancing client service, and providing insights that would be hard to get manually.

MORE: Leverage Technology for Growth | Streamline Your Operations with Systems and Processes | Craft Tiered Service Packages for Maximum Impact | Master the ROI Method: Price for Value, Not Time | From Compliance to Advisory: Shifting the Value Proposition | Niche Down to Scale Up | How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

It might sound a bit abstract or even hype-y, so let’s break it down in practical terms for an accounting and tax advisory firm.

What are AI, NLP and LLMs?

  • Artificial Intelligence: AI is a broad term for machines or software that mimic human intelligence processes. This includes learning from data (so they improve over time), reasoning to make decisions or predictions, and self-correcting when they get things wrong. In practice, AI can be as simple as an email spam filter (which “learns” what spam looks like by example), or as complex as an autonomous vehicle. In our context, think of AI as tools that can analyze data or perform tasks in a humanlike way – but at computer speed and scale.

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