From a CPA’s perspective, the thing your clients value most is not a spreadsheet, financial statement or tax return; it’s the clarity you give them that helps them make better financial decisions.

If you don’t like change, you’ll like irrelevance even less.

When people get overwhelmed with too many choices, they usually take the safe way out and decide not to do anything.

Sadly, too many financial professionals assume it’s the client’s responsibility—not theirs—to be the orchestra leader who coordinates all the moving parts of their financial life.

No one cares how smart you are; they just want you to help them make better financial decisions.

Get off the hamster wheel and into the Learning Zone.

Do a structured debrief right now — while the wounds are still fresh — to ensure busy season goes better next year and beyond.

Don’t point fingers when something goes awry. Focus on your firm’s systems and processes so the same mistakes don’t keep popping up.

Clients don’t care how much you know about accounting; they care how much you know about their situation.

Clients really want to do more business with you. Don’t make it difficult for them.