Don’t Sell Clients What They Need (Sell Them What They Want) Oct 07, 2025

One insight from my recent Strategic Coach workshop really stood out.

Here’s what hit me:
Most ac
...

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The Changing Seasons Sep 25, 2025

One minute is was warm and summer...

Then BANG!!!

It was foggy and fall.

And as always, it rem...

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Old School Is The New School Sep 18, 2025

Where do your best clients come from?

Facebook ads? Cold calling? Your crazy Aunt Linda?

No…....

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The Most Important CPA Firm Mindset Sep 10, 2025

After 36 years in the CPA profession

I have found one of the most important mindsets

that det...

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3 Critical Client Questions Aug 07, 2025

There’s 3 critical questions I believe every CPA should be asking their clients. These questions ...

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Stop Telling Your Clients What You Do Jul 31, 2025

Yup. You heard me correctly.

Stop telling clients what you do because they really don’t care.

...
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Oxford Taxes Jul 24, 2025

This week’s video is coming to you from Oxford University.

I had an aha moment I wanted to share...

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Why CPAs Must Raise Their Prices (London Edition) Jul 17, 2025

 

I shot this week’s video in London—where everything costs more!

 

It made me realize: if pri...

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