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GROWTH STRATEGIES

Five Steps to Building a Team That Lightens Your Load

woman mentoring man in office

Plus 10 elements for your staff guidelines.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

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.

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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

Who to Hire First

Woman and man shaking hands across a desk

Strategies for building your dream team.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

“A team is not a group of people who work together. A team is a group of people who trust each other.” – Simon Sinek, “Start with Why”

Building a successful advisory practice isn’t a solo endeavor. Yes, you might start as a one-person shop, but to truly scale your business, reclaim your time, and achieve the Balanced Millionaire lifestyle, you’ll eventually need a strong, capable team. Otherwise there’s a cap, or ceiling, on your revenue generation while you also burn all of your time.

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This article focuses on the critical process of hiring a team that aligns with your vision and values. We’ll explore how to identify what roles to hire for, craft compelling job descriptions to attract the right talent and conduct effective interviews to vet candidates.
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Gordon: The Most Powerful Sentence You’ll Learn | The Concierge CPA

The silver bullet technique can transform messaging and persuasion.

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

Most accounting professionals do extraordinary work—and still struggle to explain why it matters.

That tension sits at the heart of a standout episode of The Concierge CPA, where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging conversation on persuasion, clarity, and the future of tax advisory in an AI-driven world.

The result is an episode that feels less like a marketing lesson—and more like a wake-up call for tax professionals who know their value but haven’t quite figured out how to communicate it.

More Jackie Meyer

Early in the episode, Meyer names a frustration that resonates across the profession: most tax professionals create real value, yet struggle to articulate it in a way that inspires action.

That gap isn’t about intelligence or effort. It’s about messaging.

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GROWTH STRATEGIES

Twelve Ways to Use ChatGPT Today

Embrace artificial intelligence in your accounting practice.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

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.

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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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GROWTH STRATEGIES

How Your Tech Stack Fuels Your Growth

Key components and how to optimize them.

By Jackie Meyer

We have discussed how solid systems and processes can streamline your operations and boost efficiency. Now, it’s time to delve into the specific technologies and software that can truly transform your advisory practice and propel your growth. We’re going to talk about building your tech stack – the collection of tools that work together to support and automate your workflows.

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Embracing the right technology can elevate your one-person or small firm into a powerhouse that feels much larger. When done right, tech removes drudgery, reduces errors and creates a client experience that’s smooth and modern. On the flip side, ignoring tech or using outdated tools can hold you back, limit your growth and eat away at your time. Let’s make sure that doesn’t happen!
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