Mindset Matters


Here is some of our thinking related to managing an accounting firm.

The first step in moving the needle is owning it accountants change client categorization differentiation services staffing strategy Sep 05, 2021

What do you need to take more ownership of?

Own it:  you decide who your clients will be, who can work there and the work you’ll do. 

All of us.. need to unpack and dig in.. where do we need more conviction and agency (more on that below). What do we mean by own it?

“I want...

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Assortment of tips for CPA firms accountants capacity client categorization cpa differentiation marketing mindset pricing return on investment roi services value Aug 30, 2021

10 quick hits

From calls we have had with partners in accounting firms over the past couple of weeks:

1. The first sale is to yourself!

Even firms who are doing extremely well and have been working with us for a long time need to constantly remind themselves that they do great work and create...

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