The Practicing Accountant

5. From Accountant to Entrepreneur: Shifting Your Mindset to Transform Your Firm

In this episode of "The Practicing Accountant," Dan and Doug delve into the importance of shifting your mindset from that of a technician to that of an entrepreneur. They discuss how this change in perspective can significantly impact your practice, highlighting the difference between owning a job and owning a business. Key points include adopting an advisory mindset, focusing on relationships rather than transactions, and the importance of intentionality in building the firm you want. Visit us at www.thepracticingaccountant.com for more insights.

4. Redefining Success: Why Being Busy Isn't a Badge of Honor

In this episode of "The Practicing Accountant," Dan and Doug explore why being busy shouldn't be a badge of honor. They discuss the pitfalls of equating busyness with productivity, the importance of valuing your time, and how to create a more fulfilling and efficient practice. Key points include shifting your perspective from hours worked to value provided, and implementing strategies to optimize your workflow and free up more time for life outside of work. Check us out at www.thepracticingaccountant.com.

3. Overcoming Fear: Strategies for Firing Clients and Optimizing Your Practice

In this episode of "The Practicing Accountant," Dan and Doug discuss overcoming the fear of firing clients and how it can hold accountants back from optimizing their practice. They explore why this fear persists and offer strategies for intentionally managing client relationships to foster growth and satisfaction. Key takeaways include the importance of identifying ideal clients, the benefits of increasing prices, and the one-in-one-out approach for client management. Check us out at www.thepracticingaccountant.com.

2. Finding Your Ideal Clients: Strategies to Optimize and Grow Your Practice

In this episode of "The Practicing Accountant," Dan and Doug tackle the topic of defining and attracting your ideal client avatar. They discuss how to analyze your current client base, identify the traits of your best clients, and use this information to optimize your practice and enjoy your work more. Key points include the importance of intentionality, evolving your client list, and the benefits of niching. Check us out at www.thepracticingaccountant.com.

1. Post-Tax Season Debrief: Pricing, Capacity, and Client Management Strategies

In this episode of "The Practicing Accountant," Dan and Doug debrief the past tax season, focusing on strategies to improve next year. They discuss a case study on pricing and capacity adjustments, resulting in increased revenue and reduced work hours despite losing some clients. Key topics include evaluating client performance, improving communication and workflows, and the importance of intentional planning during slower months. The episode emphasizes setting early intentions to break the cycle of stressful tax seasons.  Check us out at www.thepracticingaccountant.com