Episodes

Thursday Oct 05, 2023
The Boundaries to Set Up in Your Firm
Thursday Oct 05, 2023
Thursday Oct 05, 2023
Boundaries, if not established, can impact your operations and personal life. Learn how to implement them efficiently in this episode.

Thursday Sep 28, 2023
Everything You Do in Your Firm is Sales
Thursday Sep 28, 2023
Thursday Sep 28, 2023
Sales can be tricky and difficult to grasp. Learn about why sales is critical to your firm and its role beyond client acquisition.

Thursday Sep 21, 2023
11 Tips to Generate More Leads From Your Firm’s Website
Thursday Sep 21, 2023
Thursday Sep 21, 2023
Your website should function as a lead-generating platform. If not, you need to check out my 11 tips to point you in the right direction.

Wednesday Sep 13, 2023
4 Scalable Features to Increase Your Tax Prep Prices
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
Are you struggling to increase your tax prep prices? In this episode, I share 4 scalable features that you can include in your packages.

Wednesday Sep 06, 2023
How I Manage My 100% Offshore Team
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
Offshoring is a proven solution to capacity issues. Discover my approach to how I am managing this practice with a team from around the world.

Wednesday Aug 30, 2023
This is More Important Than Your Automation
Wednesday Aug 30, 2023
Wednesday Aug 30, 2023
Automation and technology are essential but they won't solve all your issues. Find out what you need to focus more instead.

Wednesday Aug 23, 2023
My 9 Favorite Ways to Prevent Scope Creep
Wednesday Aug 23, 2023
Wednesday Aug 23, 2023
Learn to avoid out-of-scope work pitfalls, protect your resources, and maximize revenue opportunities with these tried and tested tips.

Wednesday Aug 16, 2023
4 Steps to Streamline Your Client Onboarding Process
Wednesday Aug 16, 2023
Wednesday Aug 16, 2023
Discover the value of seamless client onboarding and learn the four steps to improve relationships and operational efficiency.

Wednesday Aug 09, 2023
How Your Firm Can 100% Automate This Marketing Activity
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
AI has been an integral part of my marketing strategy. Discover how I utilize ChatGPT and other tools and learn how you can do it too.

Wednesday Aug 02, 2023
How to Unlock Freedom & Flexibility in Your Firm
Wednesday Aug 02, 2023
Wednesday Aug 02, 2023
Discover expert tips to unlock freedom & flexibility in your firm. Embrace a dynamic approach for a future of endless possibilities.