Being Top of Mind
Long before accounting, I lived in a completely different world, and it taught me one lever that's driven more new work than anything since.
Future Firm Accounting Podcast
An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
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Plan Before Do
Gut feel has been one of your most trusted tools as an owner, but it's not something you should lean on every time. Here's why that matters.
The Awkward Conversation With an Easy Fix
Some client problems feel like they need a hard conversation. One firm owner proved otherwise, and I break down exactly how she did it.
The Four Things Actually Capping Your Growth (Not Lack of Clients)
What if adding more clients isn't the answer to feeling maxed out? I break down four things that quietly tend to cap a firm's growth.
A Marketing Tactic To Help Prove Your Expertise
There's a marketing tool many firm owners skip because they're too busy listing services. Turns out it might be the most persuasive thing you're not doing.
Avoid These Discovery Call Mistakes
The discovery call is where margins get set and clients get qualified — and some common patterns tend to undermine both more than people realize.
Your Good Clients Aren't Going Anywhere
Worried AI is going to take your clients? It might be worth asking which ones — and being honest about what that answer actually looks like.
Stop Trying to Please Everyone (It Won't Work Anyway)
Accommodating every type of client might sound like good business — but it's nearly impossible to pull off and could be hurting your growth.
The MrBeast Method for Firm Owners
What does MrBeast's early growth habit have to do with running an accounting firm? More than you might expect — and it's simpler than it sounds.
Zoom Out
When a firm owner has all the right pieces in place and is still struggling badly, the real problem is rarely where you'd expect to find it.
Two Paths, One AI Problem
AI is splitting firms onto two very different paths right now, and the outcome really isn't the same for both of them, not even close.
Direction, Not Effort (Why Your Tactics Aren't Working)
When things feel stuck, the instinct is almost always to reach for a new tool or process. I think that's the wrong move to make first.