Episodes

Wednesday Jan 15, 2025
5 Steps to Delegate More at Your Firm
Wednesday Jan 15, 2025
Wednesday Jan 15, 2025
Learn how to delegate the right way so you can hand off tasks you don’t enjoy, free up your time, and focus on what matters most.

Wednesday Jan 08, 2025
My Thoughts on the Bench Meltdown
Wednesday Jan 08, 2025
Wednesday Jan 08, 2025
Bench, a leading bookkeeping firm, abruptly shut down recently. Here are my insights on this news and what this means for your business.

Wednesday Jan 01, 2025
If At First You Don't Succeed, Try, Try Again
Wednesday Jan 01, 2025
Wednesday Jan 01, 2025
To succeed in business, you’ll need strong sales, marketing, and more. However, there's one quality that could make all the difference.

Thursday Dec 26, 2024
The Hardest Firm Owner Trait to Master
Thursday Dec 26, 2024
Thursday Dec 26, 2024
What trait sets successful firm owners apart? In this episode, I share the key quality for achieving your ideal work-life balance.

Wednesday Dec 18, 2024
How To Work With A Virtual Assistant
Wednesday Dec 18, 2024
Wednesday Dec 18, 2024
Offshoring virtual assistants came with challenges. Learn how I tackled them and found success, even with no prior experience!

Wednesday Dec 11, 2024
Increasing Your Prices Without Changing Service Levels.
Wednesday Dec 11, 2024
Wednesday Dec 11, 2024
Many firm owners struggle with raising prices for underpaying clients. Discover the challenges involved and how to overcome them.

Wednesday Dec 04, 2024
Burnout.
Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
Burnout is a common challenge for firm owners. Discover my insights on burnout, plus practical tips to prevent and overcome it.

Wednesday Nov 27, 2024
4 Easy Tax Season Marketing Tactics
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
Make tax season marketing manageable with these 4 easy tactics. Keep your campaigns effective without overloading your schedule.

Wednesday Nov 20, 2024
How to Streamline Document Collection This Tax Season
Wednesday Nov 20, 2024
Wednesday Nov 20, 2024
Many firms struggle with document collection during tax season. In this episode, I share why it's an issue and how I recommend handling it.

Wednesday Nov 13, 2024
Your First Step To No Overtime This Tax Season
Wednesday Nov 13, 2024
Wednesday Nov 13, 2024
Tax season often leads to overtime, but it doesn’t have to. Start with these simple strategies to enjoy a smoother tax season this year.