Category: Uncategorized

Who Has Time to Market My Firm?

While most accountants want to grow their accounting practice so their practice is worth more when they decide to retire, they typically lack the time, skills and desire needed to grow aggressively. Lack the...

Why More Accountants Should Be Blogging

All business owners love inbound marketing when it works effectively because it brings motivated prospects to our front door.  However, we hate the work required to get the end results. The fact is that...

Order a Yelp Window Sticker (or label)

If you hate asking clients for online reviews and referrals, then consider ordering a Yelp sticker.  It’s dirt cheap and easy to do online. Go to Google and enter “shop for Yelp reviews sticker”...

Avoid Major Compliance Issues – Sending Personal Info by Email

Avoid Major Compliance Issues – Sending Personal Info by Email

All tax, accounting and CPA firms, regardless of size, must comply with The Gramm-Leach-Bliley Act (aka – GLBA). The legislation was designed to protect personal financial information and applies to CPAs, Enrolled Agents and...

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