Charge for First Meetings to Filter Serious Prospects
My take on paid vs free initial client meetings. Charging for consultations can reduce tire kickers, improve lead quality, protect your calendar, and reveal whether prospects are serious about working with you. A free 30 minute fit check can make sense when the lead is already qualified, the engagement is valuable, and you’re truly just deciding whether there’s a match.
IRS Flooding Taxpayers with Erroneous Notices Nationwide
The IRS is not ok right now. So many incorrect notices are being sent out to my clients... And I'm just a small firm. That means there are probably tens of thousands of incorrect notices being mailed out right now.
Earn CPA Firm Trust: Stand Out Beyond Qualifications
If you’re applying to a CPA firm, being qualified is only part of the equation. You also have to stand out. In this video, I walk through what CPA firms are actually looking for when hiring for roles like: Intern, Entry-level, Manager, and...
Cherished Moments Make Me Rethink Having More Children
I think we're done having more kids, but moments like these make me think twice. (Hannah turns 1 next month) https://t.co/rvNbvsRSZi
Accounting Entry Salaries Stagnant After a Decade
Starting pay for new accounting grads was $50,000- $75,000 in 2015. In 2026, its $60,000-$85,000. Factor in inflation, and accounting salaries haven't improved over the last 10 years.
Hiring a Manager Transformed My Tax Season
2026 Tax Season.... 🫶 For the first time, "busy" season didn't feel overwhelming. Highlights: - 100 returns completed by 4/15 - Average of 41 to 43 hours/week from January through April 15 - Averaged 8 hours of sleep/night over the last 4 months The biggest reason...
Inside Tax Firms' Review Process: Horror Stories Wanted
What's the review process like for firms that prepare a lot of tax returns? I'd love to hear some horror stories.
Hiring a Manager Cut My CPA Hours Dramatically
I'm a CPA, and I worked less than 40 hours last week. (Two weeks before the 4/15 deadline) This was only achievable through hiring a manager and scheduling tax returns. I still spend way too much time on X & LI lol. https://t.co/0wdWHM5deS