How many inefficient meetings do we have in which 10 people, each billing out at $100 to $400 an hour, sit around talking about things without having a clear-cut objective or next steps from the meeting?

It's time to put the cat in the cage.

Get to know your best clients again.

Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.

The real competition isn't between CPAs and ChatGPT; it's between CPAs who leverage AI tools to their advantage and those who don't.

Here's how the Tesla founder's advice can provide lessons for CPAs.

Did you spend your time on significant initiatives that will move your firm forward — or did you keep focusing on the low-hanging fruit that's easy to reach?

If you want to charge concierge-level fees for your service, then you must provide concierge-level access.

Will your firm's post-tax season meetings promote frank and open discussions, or will groupthink and conformity dominate?

We're all dealing with client expectations right now — some reasonable, some unreasonable.