Some of the topics covered in the ongoing Dream Practice series ...

Finding the Right Clients & Avoiding Bad Ones

I'm sure you've heard of the 80/20 rule? Well this concept applies to your client base as well. Without a doubt, most accountants will tell you that 20% of their clients (or even less) cause 80% of their stress and sleepless nights. In this Skill Snack series you will be able to tap into my 20+ years of experience and not make the same mistakes many new practitioners make when running their practice or starting their business

You've completed those tax returns by April 30 and finally caught up on some sleep in those first few days of May. But the work should not yet done. In this seminar we will look at useful and critical strategies to help manage your tax files and deal with CRA inquiries and client management. These tips will ensure your tax practice stays on the rails and is ready to handle the ongoing services that go with tax preparation.

Building A Client Base with Networking

By far, the most common questions I get asked is how I go about finding new clients. In this Skill Snack series I review what has, by far, been the most effective means of attracting new clients. With business networking alone I managed to double the size of my practice with no other advertising in a short period of 2 years. Not only is it great for finding clients, but it is also a great way to build your professional network. Imagine having an army of motivated sales people without having to hire any.

Creative Hiring Process - Think Outside the Box

Before discovering this strategy from a very profitable accounting firm in the UK, hiring people for our firm was a nightmare. It required hours of time and infinite patience to work through the hundreds of traditional resumes. What if there was a way to avoid all that? What if you could narrow your search to the right candidate in a matter of minutes rather than spend hours interviewing candidates?

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