Build A Lifestyle Practice

Offering Advisory Services to Real Estate Investors

Advisory. It’s that buzz word that we all keep hearing. Accounting journals, CPE classes, books, podcasts, etc., all telling us that we need to start making the shift from compliance to advisory if we want our tax and accounting firms to survive in the 21st century. Of course, that advice is quite accurate. As more and more compliance …

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The marketing tactic of the times

In the October issue of The Profitable Accountant, we are covering a marketing tactic that is clearly a sign of the times in which we live. But, it’s definitely not new. In fact, I started doing initial testing on this marketing tactic in my tax firm in Q4 of 2013, and rolled it out in production mode in 2014. It was an excellent addition to the marketing mix of my firm, and had the additional benefit …

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30-Day Tax Firm Marketing Challenge: Day 17

  Online Marketing Priotize lead magnets ideas and outline one. Estimated Time: 60 minutes Grab your brainstorming list of lead magnets yesterday. For each item on the list, you’re going to give it a score of 0, 1, or 2, across three different categories… Interest: Your interest in actually creating this particular lead magnet. If …

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The “Pursue Your Passion” Generation

There is a lot of rhetoric out there about chasing your dream and crossing the chasm and creating a “muse” business. But, here’s the harsh reality: It’s all complete BS. There are many, many “experts” out there trying to sell you a particular paradigm. Essentially, some publishers and organizations, including your state and national societies, …

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5 Reasons Your Tax Practice Isn’t Giving You The Lifestyle You Want

Originally posted yesterday on LinkedIn. Today is Saturday Sunday. If you’re at the office working on extended 1040 returns, then you’re doing it wrong. (Edit: Even more wrong!). CPAs, EAs, and attorneys go into private practice for many reasons, but for most of us, those reasons can be boiled down to one word: Lifestyle. While …

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Four years later, it’s the end of an era

Today marks a special anniversary for me: It was four years worth of Mondays ago today that I made a life-altering decision. I walked out on my day job to enter the world of private practice and become a nomad. Six weeks later, I was traversing a still-slick Vail Pass on a heavily overloaded motorcycle, …

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