Deeper Weekend 2014

Be wowed by our blog

Consider this

Choose your favorite writer

  • Greg Kyte
    Greg Kyte
  • Jason Blumer
    Jason Blumer
  • Jon Lokhorst
    Jon Lokhorst
  • Melinda Guillemette
    Melinda Guillemette
  • Scott Kregel
    Scott Kregel

How can you tell the difference between a firm that is only claiming expertise as an advisor and one that is truly the earned expert? It’s hard for the client to discern this difference from outside the firm, but there are some distinctives that can help identify those that are true experts.


Two distinctives can point to this reality: (1) the number of clients in the firm, and (2) the size of the firm’s invoices. Read more

CPA firm, Other Thoughts, Pricing

I’m supposed to get kicked out of Thriveal, but I’m still here because I’ve got dirt on Jason.¹


I’m not supposed to be in Thriveal because I don’t own a firm. I don’t even work at a firm. I’m in industry, and I’m an accounting department of one, so depending on who’s asking, I’m either a CFO, a controller, a comptroller, or an AP clerk.

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CPA firm, Taxes

As we’ve consulted with many firms on growth, studied many books on the subject of healthy growth, and written tons of content on firm growth, we’ve come to see some some phases growing firms go through. As firms progress through the various phases of growth, they often run into ‘growth ceilings.’ These are walls or barriers they run into that confuse or stall their growth. Many things can create these ‘ceilings.’ But team growth, team health, and team sizes are often at the root of the growth ceilings.

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Business, CPA firm