today's features
growth strategies

how time blocking boosts your focus and revenue

man filling in calendar using color-coded time blocks

you can get ai to help, too.

by jackie meyer
the balanced millionaire: advisor edition

“it’s not about having time, it’s about making time.” we all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

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reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. this post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. the payoff? more freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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marketing & sales

five reasons to use change orders

senior businessman and another businessman talking

and five steps to follow.

by august aquila
max: maximize productivity, profitability and client retention

accounting firms, like any other professional service providers, may use change orders for several reasons. here are a few key reasons why accounting firms should consider utilizing change orders:

more by august j. aquila
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  1. scope of work changes: change orders allow accounting firms to document and address any changes in the scope of work requested by their clients. these changes could involve additional services, alterations to existing services, or changes in project timelines. by using change orders, accounting firms can clearly define the new requirements and avoid any misunderstandings or disputes with their clients.

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mergers & acquisitions

eighteen stumbling blocks to merging in smaller firms

man rubbing his eye and holding glasses while looking at computer with notes stuck to side

fortunately, they all can be overcome … if everyone is willing.

by marc rosenberg
the rosenberg practice management library

though not universally true, larger firms will find many aspects of smaller firms to be below their own standards.

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the questions that the acquiring firm needs to ask are:

  • how severe are these weaknesses?

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pro member exclusive

answer three questions about your leadership

confident businesswoman seated at desk

do others think you’re ready to be partner?

by martin bissett
passport to partnership

the passport to partnership study collated a number of responses in a conversational style.

more by martin bissett
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but two brief but succinct examples on the realities of how a firm assesses an individual’s “competence” for leadership are showcased really stood out:

  1. they need to explain technical data to me in a way that i know they understand.
  2. what kind of lifestyle does this person have outside of work? we’ll be looking at facebook, x and google to find out.

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