by William Hamilton | Jul 22, 2021 | Operations
You spend so much time focusing on your clients’ success. It’s time to focus that same energy into your own business. When you take the time to optimize your process, you create capacity and cultivate talent within your business that can get you ahead. It’s time to...
by William Hamilton | Jun 30, 2021 | Revenue
Proposal software can be helpful, but it won’t move the needle on converting more clients or increasing your revenue. Learn why and what to do instead. (Watch or listen to the full version here) The Big Myth Every week I work with small tax & accounting...
by William Hamilton | Jun 9, 2021 | Revenue
Every small practice can start leaking revenue in 3 common areas.Plugging these holes is the most impactful way to protect your margins. (Watch or listen to the full version here). What You Want Every firm owner can benefit from increased revenue (if that increase...
by William Hamilton | May 24, 2021 | Revenue
Is there a concrete way to know if your client engagement is priced wrong? And what can you do to fix it without upsetting the client? (Click Here to Listen or Watch this Post) | What you want Most years, tax season (Jan-April) is brutal. The “busy-season” is...
by William Hamilton | Jan 21, 2021 | Operations
Click here to watch or listen to this post! Tax appointments have changed logistically with the need to hold “virtual” meetings in many cases instead of the traditional in-person get-together. The critical question to ask is, “Have I optimized my actual...
