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Apr 14, 2021

When running a successful accounting business there are many tasks needing our attention.  What process can be done to best organize and prioritize each task to know which needs attention to improve the business.

Listen as Roger shares best practices and lessons learned after speaking with other successful owners of...


Apr 15, 2020

There are 3 essential areas within the back office of the accounting business that determine your success.  The process used to on-board new clients, the systems used to manage the workflow and then your client relations.  Take a moment and consider each and hear how best to run your accounting business to ensure your...


Apr 15, 2020

The accounting profession has evolved, but have you?  Providing clients accurate financial reports is necessary but it is only the beginning.  Business owners today need more information and insights from us to more effectively run their businesses.

Consider the phrase, “accounting is the language of business”. ...


Apr 15, 2020

Nothing happens until you make a sale.  Regardless your skills, without paying clients it really doesn’t matter.

Understand the process to find potential clients and what can be done to move them towards an engagement with you.  With a system you can be confident in you can build your business with your ideal...


Apr 15, 2020

With all the proverbial hats that we wear when running a business what can be done to best categorize, prioritize and when possible delegate?  Get a pen ready to take some notes and let’s work ON your business.  We’ll start with 3 key questions:

  • Do you need more clients?
  • Would you like to do more for your clients...