by Julie Smith | Mar 21, 2023 | CPA
On a recent podcast episode, Glenn and I had an opportunity to talk with Dr. Christopher Loo. Here are some of the ‘takeaways’ from that interesting conversation about how to go from building a ‘practice’ as a professional to building a business. Many entrepreneurs...
by Julie Smith | Mar 9, 2023 | CPA
You’re grinding away, paying your employees, and paying yourself. Things are ok. They could be better. You’re busy. But, don’t allow being busy to be the excuse for overlooking these 3 things I see repeatedly in small CPA firms. Once addressed, your profits will...
by Julie Smith | Oct 4, 2022 | CPA
By Julie Smith and Ryan Conn This is part 2 of a collaborative article. Not long ago, we found ourselves talking about the questions we get from other practice leaders about how to execute change- big change- successfully in our firms. We’ve both led our...
by Julie Smith | Sep 29, 2022 | CPA
By Julie Smith and Ryan Conn In a recent meeting of the minds, we had an opportunity to reflect on a pivotal journey that both of us have lived and led. A journey that is prevalent in the public accounting profession today for leaders of hundreds (even thousands) of...
by Julie Smith | Sep 13, 2022 | CPA
By Julie Smith and Will Hill This was the question we found ourselves discussing recently. It’s a challenging question that begins with…what do you think your firm culture is? Can you describe it? And, how do you actually know if you have a positive culture? According...
