Category Archives: CPA Lives Matte

Beware the Leeches and Consultants

If you’ve read a few of my articles and posts, you know how much I love the blood suckers, who call themselves consultants to the CPA profession, and try to sell us sure fire solutions to practice success.  I recently ran into yet another shady bunch of pretenders promoting themselves on Facebook.  You’ve probably heard…
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Fight Price Pressure with Differentiation

Last week I upset a bunch of people, without real jobs, in my post about practice management consultants. Let’s go for two weeks in a row. Ignore the practice management “experts,” who tell you that you just need to bill what you’re worth to get the price you deserve. Here’s how you know that’s total…
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Lies, Damned Lies, and Consultants

About a decade ago, a new disease infected the accounting and CPA business – the practice management consultant. These geniuses, who have never or only briefly worked in the profession, sell anxious owners on the idea that there’s a magic answer to make the business easier. If only you listen to and pay them, you’ll…
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How You Can Avoid Hiring Other People’s Mistakes

The recruiters are coming!  The recruiters are coming – filling your inbox with resumes that mostly go as follows: ************************************************************************************ Objective: To contribute increased profitability to a tech savvy firm using my experience to advance to increasing levels of responsibility while providing excellent client service. Qualifications: Prepared complex returns for high net worth individuals and…
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Avoid Next Year’s Tax Season Staffing Disaster

Have you recovered from your after tax season depression? My ex-wife told me that life moved on without me during tax season. What that really meant was that she felt justified in buying new cars and jewelry while I was away. If you noticed a few new items in your house after tax season, you…
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Why Aren’t You Delegating Yet?

The now ex-wife of my good “friend” (me) tried to give him (me) the boot from their house on April 9th about ten years ago. I’m pretty certain you suspect there was motive to the timing – tax season of course. People try to do all sorts of bad things to us during tax season,…
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Fifty Ways to Leave Your Client

“And then she kissed me, and I realized she probably was right.  There must be fifty ways to leave your…” client.  With apologies to Paul Simon for mangling his lyrics, firing the right clients means a more profitable practice and saner life.   Remember those whacky 20th century days when we thought the customer was…
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Client Communications in 21st Century – What Works?

Let’s start with what doesn’t work: clients late for meetings, phone tag, and e-mail hell. If your primary communications methods are: meetings, phone calls, and e-mail, you’re losing out on a lot of money and a saner life. 21st century clients want all the same things 20th century clients wanted, just in new ways. They…
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Choosing a Scanner for Your Tax Software #CPALivesMatter

Right before tax season began and we abandoned all pretense of sanity, we moved one of our admin staff, Sandi, from the front office to a back office, because we needed the front office space for a new admin hire. This didn’t appear to be a major office move. Computer. Check. Desk. Check. Chair. Check.…
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The Annual Tax Meeting is Dead

Here’s part of an e-mail referral I received this past week. “Frank is a great CPA, and you don’t even have to meet with him.” Guess the age of the client and prospective client. If you guessed under fifty, you’re wrong. Both are well into their fifties.   Just when you conquered the night sweats…
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Are You Torturing Your Clients E-delivering Tax Returns?

Most clients prefer water boarding to the way CPA, accounting, and tax firms e-deliver tax returns. The CIA has nothing on us.  Under the threat of un-filed returns and IRS letters, we force clients to parse through a PDF nightmare known as the “government” copy.   Define “government” copy for me.  I dare you.  You…
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