First let’s define advisory services by what they are not. They are not compliance services. Sales tax issues, bookkeeping, payroll, and tax preparation are all compliance services. Advisory services should leave the client better off in profits, efficiency, peace of mind, or time. Tax planning, cash flow
Read more →Most of the year, we’re too busy working in our business — serving clients, putting out fires, and dealing with vendors or employees – that we don’t take time to work “on” our business so we can get to the next level. Now is the perfect time
Read more →It seems that today, all the focus for business improvement is on automation and apps, and this is, in part, a good thing. Certainly the vendors in our industry want you to buy their app which will solve all your client’s problems, right? But there is one
Read more →Lisa Whitaker, CPA http://www.intuitiveaccountant.com/people-and-business/increase-your-efficiencies-to-be-a-more-effective-proadvisor Leah Welsh http://www.intuitiveaccountant.com/people-and-business/4-building-blocks-for-success
Read more →What can you learn in service delivery from three lawn maintenance companies? Plenty, and that’s today’s article. Chris Freeland won the Apple Watch in our survey. Thanks everyone for participating. Three Service Models We Can Learn From The three lawn companies I have hired since moving to
Read more →It’s not easy to attend a networking event where you don’t know anyone and you’d rather be at home curled up in a blanket reading a book. But meeting the right people can make a huge difference in your business, and this can only be done face
Read more →Expand Your Accounting Business with Franchises Franchises are a great way for new entrepreneurs to get started in a business of their own. And having franchises as clients is one angle with a couple of advantages to growing your business. In this article, we’ll discuss the advantages
Read more →Tip #1: Email Signature Craft your email signature in your email software to look nice and professional with 2 marketing adds: your tag line and a request for referrals. Here’s a sample: Sandi Smith Leyva, President, Sandra L. Leyva, Inc., Plano, TX 972-985-9129 Biz Growth Strategies for
Read more →Now that the initial tax deadline is past us, it’s a good time to take a look back to see how things went and how they can be done better. This is called an after action review, and it’s not the same as a de-brief or a
Read more →Rest, Relaxation and Rewards If you’re feeling a tad burned out right now from long hours during tax season, you’re likely not alone. Here are 16 ways to reward yourself, feel great about what you’ve accomplished, and nurture and refresh your spirit: A nap You deserve the
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