Clicky

Deeper Weekend 2014

Posts Categorized:

CPA firm

Choose your favorite writer

  • Greg Kyte
    Greg Kyte
  • Jason Blumer
    Jason Blumer
  • Jon Lokhorst
    Jon Lokhorst
  • Melinda Guillemette
    Melinda Guillemette
  • Toni Cameron

Most clients pay us from January to December each year. We draft their fees monthly. Sweet cash flow! So every December, Julie and I go through client renewals with our clients. Though the renewal season is only a month, the process seems to take forever. Who will renew? Who will leave? Will someone step up their agreement with us? Will next year be short of this year in terms of monthly revenue? Yay, they doubled their contract! Wait, no they went back to what they had last year. Ugh. Honestly, it’s painful to walk through. For us and our team (since our technical team is paid a percentage of our revenue). But every year. Every year we make it through. We come out on the other side, and we learn something new, and we become a new firm from the process. We walk through scary places together, and we are a stronger team because of the trenches we found ourselves in. We’ve done our annual renewals like this for many years, and it’s honestly hard every year. Read more

I led with a provocative title. I hope I got your attention! I’m not just trying to trick you into reading this article; I actually believe the title is true. But I know it takes a while to get to a place where accounting firm owners can give up performing accounting. The whole reason I bring this up is because I’ve been interested in what it takes to scale an accounting firm lately (I actually wrote a free guide to help you do just that). I’ve been interested in this topic because Jeff Phillips, CEO of Accountingfly.com and myself will be teaching on how to scale your accounting firm at this year’s Deeper Weekend conference (see more details below).

Read more

Category:
CPA firm, Deeper Weekend
Comments:
0
Scott Kregel, CPA is building his firm in Pennsylvania. He leads Kregel & Company, CPAs, and he has been a Thriveal member for many years. He began years ago in our coaching course to help CPA firm owners think differently about how they build their firms. And now Scott Kregel has been growing his firm, and fully participating in the Thriveal community and in Deeper Weekend.

 

Here is what Scott said recently,

Read more

I’m pretty much an HGTV design star. Not just because I put up crown moulding in my living room and master bedroom.¹ But also because I went to an interior design store once.

The store was called Rustica Hardware. It’s an amazing store, but the thing that dug into my brain like a Ceti eel from The Wrath of Khan was this sign they had up in their shop:

 

I LOVE THAT. Partly because, as I already established, I’m an HGTV design star, but also because who wouldn’t accept that challenge? Living in art is better than living in mindless acceptance of the default. I intentionally try to approach my home like an artist approaches some kind of art thing. Read more

Category:
CPA firm, Other Thoughts, Personal Growth
Comments:
0
Talk to any entrepreneur, and you’ll quickly hear the word ‘freedom’ as a reason for running their own business. Accounting firm owners are no different. Many accounting firm owners want to work for themselves because of the ‘freedom’ it will afford them. But the word ‘freedom’ is taking on a life of its own and I think it’s time to explore what that word means.

Read more

Category:
CPA firm, Personal Growth
Comments:
0