Q&A

Would your firm survive without you?

A CPA's answer determined his firm's entire sale price

The warning sign most CPAs miss before a client leaves

An investment firm exec on the tax strategy showing up in client meetings before CPAs bring it up

This CPA takes 12 weeks off every year — here's his system

How a solo CPA blocks 12 weeks off every year without losing a client or missing a deadline

You can't shrink the workload but can change how it feels

CPA and certified coach Chris Panek on the mindset shift that changes how accountants experience busy season

Your firm's valuation matters even if you never sell

Winding River's Jessica Emanuel on intentional growth, outcome-based pricing and knowing what your firm is worth

This tax expert tripled his fees (and didn't lose his business)

How one EA rebuilt his practice around advisory and replaced 70% of his revenue with fewer clients

Your firm can out-recruit the bigger ones

Young hires want impact not a title and your firm can deliver

The hardest part of modernizing your firm isn't the tech

One firm owner on the unglamorous work of bringing an old-school family practice into the modern era

Your best advisory service is at month-end

Third Road's Colleen Sullivan on why timely financials are your strongest advisory pitch

Developing your firm: Start asking, stop solving

The coaching framework that frees firm owners from daily problem-solving

Your firm's email is a cybercriminal target

Pegacorn Group's Matt Twiford on why your internal controls need a 21st-century update

The case for keeping your staff under-utilized

Walk away knowing how to price and triage high-stakes client disruptions

An intentionally small firm that wins

How one CPA built a streamlined tax practice by saying no to almost everything

The question your clients are waiting for you to ask

How asking better questions turns compliance clients into long-term advisory relationships

Your hourly rate is costing you more than you think

How to price on outcomes, raise fees and drop clients who don't value you

Clients want an accountant who 'nerds out’ on their numbers

Today’s clients prefer to work with someone who is "easy to talk to," "not stiff," and "someone who gets it"

Building your clientele is easier than you think

How one bookkeeper used existing relationships, referral networks and PPC to land his first clients

The boundaries behind a $1 million accounting firm

How one firm owner uses onboarding, pricing and deadlines to grow without the chaos

The tax season debrief every small firm needs

The tax season lessons worth acting on now before you forget them

The client email prompt every CPA firm needs

How to use AI for client communications without the data risk or the generic output

The reason prospects say 'let me think about it'

Why your next advisory prospect needs less information, not more

Why tax season exposes how your firm really runs

The advisory work you’re giving away

Is your marketing actually helping your firm grow?

The six-figure CPA working under 40 hours