The Secret Weapon for Surviving Tax Season Stress

The Secret Weapon for Surviving Tax Season Stress

Tax season conjures images of stressful chaos - looming deadlines, overloaded staff, impatient clients, and abandoned self-care routines. As a CPA firm owner or practice manager, you likely dread the annual onslaught of late nights, frayed nerves and inevitable...

Breaking Free of SALY

Breaking Free of SALY

Tax season is overwhelmingly busy for you as a CPA firm owners. As your clients rush to file by April 15th, it's tempting to rely on the same technology, workflow, and organizational processes year over year to cope with the heavy workload. Remember your pain from...

The Roadmap to Leading Disruption in Public Accounting

The Roadmap to Leading Disruption in Public Accounting

By Jackie Meyer and Julie Smith For many, public accounting is a world of numbers, spreadsheets, and traditional practices. Recently, we had the opportunity to exchange insights about what drives us both to bring more purpose, balance, and fun into an industry that...

Breaking Geographical Barriers: The Future of Staffing in Accounting

Breaking Geographical Barriers: The Future of Staffing in Accounting

By Julie Smith and Liz Branch Recently, we had the opportunity to discuss a topic that is near and dear to most accounting firms: staffing. In an era where CPA firms grapple with a talent shortage, there are good solutions if you are willing to think beyond your town...

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...

Finding your purpose and passion

Finding your purpose and passion

It’s not uncommon to look back on your dreams and desires of 10 years ago and find that you aren’t where you thought you’d be. Finding yourself on a different path than you expected doesn’t have to be a disappointment. When you lead with your purpose, each step of...

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...

3 Things CPA Firms Overlook That Costs Them Tens of Thousands

3 Things CPA Firms Overlook That Costs Them Tens of Thousands

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...

Project Management in CPA Business Advisory Firms

Project Management in CPA Business Advisory Firms

An ounce of prevention is worth a pound of cure. Even though you don’t practice medicine, establishing a good project management system for your business advisory firm will prevent plenty of headaches for all team members.  Managing clients and all of the details...

Getting Out of Your Own Way: Part 3

Getting Out of Your Own Way: Part 3

The art of communication while leading others This is Part 3 of a three-part series. Here are the links to the other articles in this series. Part 1: Exponential growth starts with defining your why and building your vision Part 2: Empowering others so you can lead...

Getting out of your own way: Part 2

Getting out of your own way: Part 2

Empowering others so you can lead into the future This is Part 2 of a three-part series. Here are the links to the other articles in this series. Part 1: Exponential growth starts with defining your why and building your vision Part 3: The art of communication while...

Getting out of your own way: Part 1

Getting out of your own way: Part 1

Exponential growth starts with defining your why and building your vision This is Part 1 of a three-part series. Here are the links to the other articles in this series. Part 2: Empowering others so you can lead into the future Part 3: The art of communication while...

Has your team bought into your company culture?

Has your team bought into your company culture?

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...

CPA.com Announces DCPA21 Innovative Practitioner Award Winners

CPA.com Announces DCPA21 Innovative Practitioner Award Winners

Zunie Nguyen of Yogi CPA and Julie Smith of Harper & Co. Share Recognition NASHVILLE (Dec. 6, 2021) –  Zunie Nguyen, CPA, and Julie Smith have been named dual 2021 recipients of CPA.com’s Innovative Practitioner Award, which recognizes innovation in...

Get out of your own way

Get out of your own way

It’s this simple: you have to believe in yourself and believe in those around you. Of the hundreds of entrepreneurs I’ve worked with in my career, there is common denominator for every one of them who has staying power and who grows his or her business. They know how...

The Power of Peer Networks in Public Accounting

The Power of Peer Networks in Public Accounting

Four years ago, we made a strategic decision to update our firm’s vision and execute a big change. In a profession generally resistant to change, this was a daunting move. Our business and tax clients needed proactive advice and a partner to hold them accountable...

Leading into the headwind of change

Leading into the headwind of change

Did you know that pilots prefer to take off into a headwind? In short, it helps them achieve ‘wheels up’ faster because they don’t have to gain as much ground speed. Change is a headwind in business, and strong leaders don’t just embrace it…they run straight into it...

Do you think there is a difference between a boss and a leader?

Do you think there is a difference between a boss and a leader?

By Julie Smith and Adam Tarnow That was the question we found ourselves discussing recently. It’s a challenging question and at first, we thought this might just be one of those questions that would be fun to debate during a happy hour with your...

The law that could affect your 1099-K and your 2022 tax bill

The law that could affect your 1099-K and your 2022 tax bill

It has become a de facto standard, a lot of us do it. Over the past few years, apps like PayPal, Venmo, CashApp, and Zelle have made it easy and convenient to pay and accept payments for personal and business transactions.  Until 1/1/22… It wasn’t required for...

The Firm Champion™

The Firm Champion™

The crucial role every business needs to get to the next level Every business owner starts their journey with a sense of passion and purpose. It’s both exciting and terrifying. An emotional roller coaster that climbs up a steep hill and plunges down the other side,...

It’s time to move the needle and grow your firm.

We know you want to grow your firm’s top and bottom line with profitable advisory services. You’ve been trying to ‘transition.’