THE SMALL FIRM AND SOLO PRACTICE

Implement These Two Daily Rituals

By

Calm balanced businessman sitting outdoors on bench in Yoga lotus pose meditating, with office building and blue sky in background

BONUS: Lists to help you focus and measure.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

There’s something special about the word ritual. It sounds sacred, like you wouldn’t dare break it.

It sounds a little mysterious, as if there’s a component you can’t quite control. And it sounds colorful, like something full of character that you would never get bored of.

MORE: Three Ways to Follow Up with Prospects | Are You Throwing Away Profits? | Three Steps to Becoming a Millionaire | How to Use ChatGPT to Create Images | Create a Bad Website in Ten Easy Steps | Leverage Your Strengths to Beat Stress | Are You Crossing Off Your Business Bucket List? | Ten Ways to Make Your Business Irresistible | Five Ways to Target the Low-Hanging Fruit | Are Your Revenue Projections Realistic?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

We don’t think about rituals much when it comes to business, but I think we should. What rituals could you create in your business that will rev up your revenues? Here are two ideas to get your engines started.
READ MORE →

Six Metrics for Successful Marketing

By

A spreadsheet and a checklist go a long way.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

One way to help accountants embrace marketing is to fill training sessions with spreadsheets and numbers, things that most accountants love working on. There’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive right in.

MORE by Sandi Leyva
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Here are six numbers I suggest you track:
READ MORE →

What Happens to Your Firm If You Die? Seriously.

By


Get the free practice-continuation toolkit.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

One morning, my wife and I were having breakfast, and she asked me, “What do I do if you and Peter get killed?”

DOWNLOAD: Practice Continuation in Event of a Death or Disability Sample Agreement and Letter of Instruction, Prepared by Ed Mendlowitz

This was a Friday, and Peter Weitsen and I were flying together on Sunday to a conference in Palm Springs. My response to these questions was typical: “Don’t bother me. Nothing will happen!”
READ MORE →

Make CPE Work for You

By

Businessman hailing taxi at airport

Three ways to recoup your investment.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Attending and learning from conferences can be amazing opportunities for your career or your business. They can also be huge money drains. It’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.

MORE by Sandi Leyva
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

A smart business owner will take a bit different approach. Here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.
READ MORE →