Jetpack Workflow

06/06/2023

Want to scale your accounting firm but not sure where to start? The solution is here! Check out this podcast for the secret scaling systems used by Shauna Wekherlien, The Tax Goddess.

Podcast Summary On Today’s Podcast You’ll Find… The Tax Goddess Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and invest...

06/02/2023

Terminating a client's contract can be challenging, but it's an important part of running a successful firm. Our blog post offers guidance on how to write a termination letter that ends the professional relationship on a positive note:

Need to terminate accounting services with a client? Check out our sample letter for guidance on the process, including steps to take, tone to use, and key information to include.

05/30/2023

⚠️ Worried about announcing a price increase to your clients? We've got you covered! There's a better way to approach this important conversation. 💼💬 Discover the art of communicating your higher rates in a respectful and understanding manner. Our blog post provides valuable tips and a sample letter that will help you navigate this transition with grace.

Learn how to effectively communicate an accounting fee increase to your clients with our free sample template and expert tips.

05/26/2023

Saying goodbye to a client can be tough, but it's sometimes necessary for the success of your firm. Our latest blog post offers practical advice and a termination letter example to help make the process a little easier:

Need to terminate accounting services with a client? Check out our sample letter for guidance on the process, including steps to take, tone to use, and key information to include.

05/24/2023

Attention accounting firms! Are you frustrated by the lack of results from your SEO efforts? 📉 Don't give up just yet! Discover effective techniques that go beyond traditional SEO strategies to boost your online presence and attract more clients. Here, we share expert insights and actionable tips.

Looking to improve your accounting firm's online presence? Our guide to SEO for accountants covers 10 essential strategies to help you rank higher in search results and attract more clients.

05/19/2023

Want to create a supportive and positive team culture while effectively managing your accounting team's workload? Our latest blog post shares real-life examples and strategies for achieving just that.

Have an overworked accounting team? Our 5 tips can help you better manage their workload and improve productivity.

05/18/2023

Terminating a client's contract can be challenging, but it's an important part of running a successful firm. Our latest blog post offers guidance on how to write a termination letter that ends the professional relationship on a positive note:

Need to terminate accounting services with a client? Check out our sample letter for guidance on the process, including steps to take, tone to use, and key information to include.

05/15/2023

In this episode, we dive into the world of accounting with Mark Stovel and his innovative systems for earning $250k annually. Listen now to discover the key factors for success in the industry.

Podcast Summary Join us today as we talk with Mark Stovel and his proven systems that help accountants take home $250k annually. We’ll talk through equity positions, win-wins, and much more.  About Mark Stovel Simply put, Mark helps accountants take home $250k annually. After launching his firm i...

05/10/2023

Are you struggling to scale your accounting firm? There's a better way! Check out this podcast for the secret scaling systems used by the Tax Goddess, Shauna Wekherlien.

Podcast Summary On Today’s Podcast You’ll Find… The Tax Goddess Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and invest...

11/12/2021

There is a real talent crunch going on in the accounting community. So how do you attract and retain high-performing team members in such a competitive job market?

In this episode of Growing Your Firm podcast, Rob Brown, co-founder of the Accounting Influencers Roundtable mastermind group, sheds some light on the issue and tells us how we can become the employer of choice!

Listen to the podcast here: https://bit.ly/3F5IX7G

11/05/2021

Have a LinkedIn but not sure if it’s doing your accounting firm any good?

To get the most out of this platform, you’re going to want to start leaning into some of these tips: https://bit.ly/3CBFEnQ

11/05/2021

Finding a good time tracking software or application can be challenging for an Accountant, CPA Firm, or Bookkeeper. This is why we put together a list of some of the top applications to get you started.

Read more here: https://bit.ly/3q3jffQ