If getting new clients is a bit of a struggle for your business and you’re not reaching the revenue levels you desire due to too few clients, then the first step is to find out where the process is breaking down. There are five main places: Client
Read more →When you are working out of your home and have reached the point where you want to hire someone, you have many options, but one of them may not be having employees come to your home to work. And although I have had employees working out of
Read more →When accountants think about lead generation, methods like telemarketing and direct mail might instantly come to mind. (You might also have a really negative connotation of these methods, but if you do, hang with me for a minute.) It used to be that in telemarketing, if you
Read more →Imagine that a new client comes to you with “the dreaded shoebox” of bank reconciliations, receipts, and bills. The client is a year or so behind, and you are hired to get them caught up. Do you take that client, knowing you’ll be swamped doing data entry
Read more →With so much to do as business owners, we can get pretty overwhelmed at times. We can start believing that we have a “time” problem, but since all of us have 24/7, there really is no such thing as a time problem. What you might have is
Read more →If you have small business clients that don’t pay attention to their accounting as much as you would like them to, you are likely not alone. The problem is that most of us accountants give up on those types of clients who seem apathetic to our passion
Read more →We all spend a huge amount of time working all those emails we receive. Luckily, there are many ways to tame the task so you can free up valuable time to work on other things. Here are eight ideas to check against what you’re already doing and
Read more →After over 30 years in this profession, accounting has never been more promising and more exciting. The main reason is technology is driving data entry costs so low that it’s just about to disappear. That means we can finally focus on helping small businesses get more out
Read more →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
Read more →If you and your clients have been working together for a while, it’s easy to just keep doing what you’re doing and not rock the boat. You might not even know if they’re happy with your work if you haven’t asked recently. In business, if you don’t
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