THE SMALL FIRM AND SOLO PRACTICE

Cut Tax Season Stress: Twelve Tips

By

Happy businesswoman with laptop lying on the grass

Quick, low-cost ideas.

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

I don’t want to stress you out, but we really do need to do something about our stress levels.

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

The American Psychological Association says our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. The worst part is that  most parents were not aware of the severity of their children’s stress.
READ MORE →

Stephanie Otero: Your Firm, Your Way | Gear Up for Growth

By

Success Requires Intention, Focus, and Community.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Build a 7-figure firm in just 4 hours a week!

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher.

MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines streaming videos and podcasts here

“They have the power to intentionally design a practice they enjoy, and that truly works for them,” Otero says in a wide-ranging conversation about the most pressing challenges facing small accounting firms and the strategies that can help them thrive in an increasingly complex environment.

READ MORE →

Six Ways to Grow Your Profits

By

Closeup of money being counted by woman

Steps you can take even during busy season.

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

Many accountants these days are anxious to hit the golden $100,000 mark this year. Others are interested in growing their revenues steadily and incrementally. Still others are focused on lowering costs, raising profits from that side of the equation.

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

All of these approaches are well and good to help you keep more of what you make, but there are far more options to grow your take-home dollars besides raising revenue and lowering costs.
READ MORE →

Three Time Tips for Tax Season

By

Time is money : clock hands on $100 bills

Some discipline will make your practice better.

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

No matter what time of the year it is, it seems like there is never enough time for entrepreneurial accountants to get everything done. Here are three not-so-common ideas on how to make the most of your time.

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

 

1. Promote yourself.

If you were ever an employee, hopefully you got promoted to a higher position, leaving lower-paying tasks to someone else. Now that you are an entrepreneur, it’s time to do the same. Make a list of everything you are still doing that if an employer paid you, you would get $10 per hour. Then find someone to do those things. This will free you up to work more on your business and on the higher-payback things you may not be getting to now.
READ MORE →