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Your goals?

How do you get new clients? Many accounting firms ignore marketing and rely…


Ray Taggart Interview

Ray Taggart, sole partner at Taggart Partners and I first met 10 years ago at…


Measure, optimize, revisit

Measure, optimize, revisit

Just like everything around you, your firm keeps evolving. Every day it’s…


How to spot an A-class client

How to spot an A-class client?

A-class clients.  We all want them, right? So let me ask you... If you could…


Don’t meet your clients without this

Don’t meet your clients without this

In my previous post, I briefly discussed the reasons why every meeting needs a…


Partner chargeable time to zero

UPDATE: The case study below was published in my latest book - The Wealthy…


Specialize, specialize, specialize

Specialize, specialize, specialize

I want to ask you a few questions... What industry do you work with?  What are…


Ambitious So Is Your Perfect Business Partner

Ambitious? So Is Your Perfect Business Partner

It’s Rob from Profitable Partners. In a recent post, I touched on the subject…


How sustainable is your firm

How sustainable is your firm?

How sustainable is your firm? Meaning, if the Partners were not there how would…