Harnessing the Power of KPIs: A Guide for CPA Firm Owners

Harnessing the Power of KPIs: A Guide for CPA Firm Owners

By Julie Smith and Glenn Dunlap As a CPA firm owner, you understand the importance of delivering high-value insights to your clients. One of the most effective ways to do this is by discussing Key Performance Indicators (KPIs) and industry benchmarks. This not only...
How do you know if you are ready for EmpowerCPA™?

How do you know if you are ready for EmpowerCPA™?

First, let’s set the #1 ground rule. In your CPA firm, the daily grind is not the vision. You didn’t start your own CPA firm to be stuck in reactive mode, surviving one deadline after another. But at some point, the constant demands of tax season, extension season,...
How finding a JULIE™ can transform your business

How finding a JULIE™ can transform your business

Several years ago Glenn Harper was running Harper & Company like many other CPA firms. The business was filled with accountants. Tax season was their bread and butter. He was doing business. Fast forward to today, and his CPA firm has transitioned to more advisory...
From building a practice to building a business

From building a practice to building a business

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...