How A Startup Firm Owner Signed A $45K ARR Client
In 2021, Sandra Ray, the founder of the burgeoning accounting firm Sandra Ray CPA, embarked on a transformative journey. She took the first steps toward her dream accounting firm, when…
Sam Bankman-Fried’s Downfall, Unfolding Drama, & How It Affects The Accounting World
The cryptocurrency world is once again riveted by scandal as FTX founder Sam Bankman-Fried finds himself in the midst of an unfolding drama that even Hollywood couldn't script. Accused of…
Hiring In Accounting
Staff Struggles Might Be Holding Your Firm Back Earlier this year Accounting Today published an article titled: “Your Worst Employee Defines Your Firm.” In it, the author, Edward Mendlowitz, recounts…
ChatGPT for Accounting Firm Owners
Chat GPT For Accounting Firm Owners What Does The IRS Think About AI In Accounting? t’s no secret that the IRS is suffering from a massive staffing shortage that they’re trying to…
Firm Owner Finds NEW & BETTER Method For Client Acquisition
This case study delves into the journey of Ruoyu Lowry, a seasoned accounting professional who transitioned from her corporate role to becoming the owner of a successful accounting firm (and…
How to Get Google Reviews For Your Accounting Firm
Why Your Accounting Firm Needs More Google Reviews The significance of Google reviews for accountants cannot be overstated. While obtaining reviews from clients has always been advantageous for boosting an…
The Transition From Tax Preparer To Dream Accounting Firm Director
He started off working with his father, who was a financial advisor, wealth manager, and tax planner. But, he realized that he needed to strike out on his own if…
How To Choose An Accounting Niche For Your Firm
How to Choose an Accounting Niche for Your Firm In the fiercely competitive world of accounting, finding your niche can be the key to unlocking the success and growth of…
How To Move Your Firm to Upfront Payments
5 Reasons to Shift Your Accounting Firm To Upfront Payments 1. Improved Cashflow One of the primary benefits of upfront payments is that they enhance cash flow for the accounting…
CPA Guides Practice From Low-Value Clients To Highest Revenue In Firm History
He started off working with his father, who was a financial advisor, wealth manager, and tax planner. But, he realized that he needed to strike out on his own if…
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