At a recent accounting conference, the loudest cheers were for a small software update. In this episode, I explain why that might be a problem.

Find out how clear job descriptions build accountability, make delegation easier, and free up your time to focus on scaling your firm.

Most firms take a passive approach to referrals, but a proactive strategy can bring in high-quality clients — if done the right way.

There's always room to improve your client experience. In this episode, I share how this question by Jeff Bezos can help your firm.

Are you considering content marketing to help get more clients for your firm? Hear about my experiences and insights to help you decide.

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Private equity is targeting the accounting industry. In this episode, I dive into the reasons why and what it means for your firm.

Every firm will have unhappy clients. Discover quick and effective ways to turn situations around and keep clients happy.

Discover how I built my Xen Accounting team — who I hired first, why I chose them, and how my team evolved before I sold my firm.

Learn how to delegate the right way so you can hand off tasks you don’t enjoy, free up your time, and focus on what matters most.