How We Changed our Firm (and Our Lives), Part II

How We Changed our Firm (and Our Lives), Part II

We choose work that is meaningful to us and valuable to the client. Have you ever felt like you provide just enough service to a client to get them by?  The client is getting something they need but they usually forget about it as soon as it’s done… and so do we.  Early in the… Continue Reading

How We Changed our Firm (and Our Lives), Part I

How We Changed our Firm (and Our Lives), Part I

We have fewer clients with closer relationships. Have you ever discovered something new about a client after they’ve been coming to you for five years?  We have.  At first it feels great to find a new way to help them.  Then you realize you should have known all along. We have several specific examples in… Continue Reading

All in or Not in at All

All in or Not in at All

  We have a saying…  You are either all in or you are not in at all.  We work hard to cultivate excitement because our firm culture is very important to us.  This is how we keep it alive: We believe… We believe in what we do… who we do it with… and who we… Continue Reading

Is Your Virtual Server a Good Place for Your Clients?

Is Your Virtual Server a Good Place for Your Clients?

  In 2013, we made the decision to move to a private virtual server.  We immediately offered to host QuickBooks Desktop files for a few of our best clients.  In two years, we have increased the number of client users on our server nearly tenfold, which surprised even us.   Below are some of the questions… Continue Reading

What Would You Change?

What Would You Change?

When we began contemplating change at our firm, it was overwhelming.  We knew we wanted to work smarter and more efficiently.  We knew we wanted to have more flexibility and more time to spend with clients. We had a clear vision of what we wanted our firm to look like but we didn’t have any idea were… Continue Reading

Know Where You are Going Before You Depart

Know Where You are Going Before You Depart

When we started our firm, we wanted to do things differently… very differently.  Many practitioners facing the desire to change don’t have the luxury of a blank slate.  They have partners, staff and clients with expectations and software and systems already in place.  In either case, it can be incredibly overwhelming to implement change.  Whether… Continue Reading

Think Marketing is Painful? Think Again!

Think Marketing is Painful? Think Again!

When most people think of marketing, they think of websites, phonebook ads, commercials, and selling to clients. At our firm, we consider each interaction with a client or potential client marketing. We pour our hearts into the work we do for our clients. We have a complete desire to help them. In our experience, that… Continue Reading

5 Tips to Transitioning to the Cloud