here’s what you’re looking for: jackie meyer

or “what i wish i knew earlier.”

by jackie meyer

having gone through the process of selling clients and eventually an entire firm, i gathered some invaluable lessons. if you ever consider selling part or all of your practice, keep these in mind:

more: it’s never too early to plan your exit strategy | beyond blocking: more time management strategies | ten key guidelines for accounting staff | leverage technology for growth | master the roi method: price for value, not time | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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• always have a retention clause: if you sell clients or your firm, include a clause in the sale agreement that protects you if clients don’t stick around.

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consider the legacy you’re leaving.

by jackie meyer

building a successful advisory practice is a significant achievement. but have you considered what happens next once you’ve reached your current goals? it’s easy to get caught up in the day-to-day operations and growth of your firm without thinking long-term. however, true freedom and peace of mind come from knowing you have a plan for the future of your business and the impact you’ll leave behind.

more: beyond blocking: more time management strategies | reclaim your hours with time management and productivity hacks | hiring strategies for your dream team | streamline your operations with systems and processes | from compliance to advisory: shifting the value proposition | build a seven-figure firm in four hours a week
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this article delves into the critical topics of exit strategy and legacy. we’ll explore why it’s essential to plan for the future even in the early stages of building your firm, discuss various options for eventually selling or transitioning your business, and get you thinking deeply about the legacy you want to create. planning your exit isn’t about wanting to quit – it’s about building a business that’s a valuable asset and ensuring your hard work carries on according to your wishes.
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includes eight key mindset shifts and habits to cultivate for peak productivity.

by jackie meyer

while time blocking is a cornerstone strategy, it’s not the only tool in the productivity toolbox. different tasks and personalities call for different approaches.

more: reclaim your hours with time management and productivity hacks | how to bring core values into your accounting firm | the ai revolution: embracing artificial intelligence in your practice | craft tiered service packages for maximum impact | niche down to scale up | build a seven-figure firm in four hours a week
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are a few other effective time management techniques and when to use them:

• eisenhower matrix (urgent vs. important): made famous by president dwight d. eisenhower and popularized by stephen covey, this matrix helps you prioritize by dividing tasks into four quadrants:
• • urgent and important: do these tasks first. they are crises or deadlines that you must handle now (e.g., a client’s tax filing due today).

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