I’ve noticed a surprising trend during my vast experience coaching CPA firms and negotiating buy/sell agreements. Many CPA firms operate without a clear understanding of their daily, weekly, or even monthly performance. It’s astonishing how often they rely solely on their checking account balance or if they’re fortunate, monthly financial statements. Many only get to […]
Doug Hoffman
The Secret To Retaining Your Accounting Clients
Most owners of accounting practices have one fear above all others – losing clients. Yet…they ignore their fiduciary responsibility to help their clients become profitable! Sound over the top? Let’s backtrack a little. First, we are talking about business clients of course. Business clients are where the real money is in an accounting practice. Businesses […]
Top 10 Secrets to Grow your CPA Firm Profits
By Working Smarter Not Harder = More Free Time and Money To-Do What’s Most Important to You! CPBusinessCoach.com 518-524-6915 Leverage- you cannot do everything! Delegate, delegate, then delegate some more. Push all work down to the lowest level of competence. Owners, managers and supervisors doing bookkeeping, tax return data organizing, data input and other mundane […]