Three Must-Have Checklists for Your Business

Airplane pilots have checklists for just about everything they do.  Checklists promote performance consistency, make it easier to learn new procedures, and increase safety exponentially.  In accounting, we can learn from the airline industry and apply checklists to certain areas of our practices in order to reap

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Five Ways to Get More Referrals

There are many great things about getting referrals.  First, referrals have a built-in trust that helps you move through the sales process faster.  Second, there’s almost no marketing cost involved.  Third, they tend to make a better long-term client. Unfortunately, many business owners take a reactive approach

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Two Steps to Easy Upsells

For those of you who have current clients in your accounting practice, this is a great spreadsheet exercise you can do to identify what I call “low-hanging fruit,” which means added revenue that will not take too much time or money to go after. Open Excel or

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How Much Do You Charge?

Some of the answers I have heard that accountants and other entrepreneurs use are: “It depends.” Tell them and get off the phone as fast as possible. “I don’t know.” “What is your budget?” Most entrepreneurs spill the beans about their rates way too early in a

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Your Appreciation Room

Most of the time, being an entrepreneur is a delight, an honor, and a great way of life.  Every once in a while, there can be those days where you just need a little moral support for one reason or another. That’s when it’s useful to create

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