Being a sole proprietor or owner of an accounting firm can be very gratifying but quite challenging at times. It doesn’t really matter if you are a sole practitioner or have staff, the buck normally stops with you.

We jokingly call it wearing a lot of hats….when all the decisions come from you and hardly anything goes out the door without your review and approval.

That’s why many practitioners work late hours in the office just to make sure everything is done to their expectations. You may consider yourself very successful if measured by the size of your cash in bank, investment portfolio or retirement plan, but you can’t take a vacation or really enjoy the fruits of your labor because you’re stuck at your desk while your staff is out having a good time. Seems unfair, right? I Feel You.

That’s exactly why I came up with the idea of sharing a solution to the dilemma of balancing a demanding practice with family and other quality of life issues.

Not only does my solution help solve the workload issue, I have also found ways to increase my capacity and enhance my bottom line using technology.

Cloud accounting is only the tip of the iceberg.

If you are interested in increasing revenue, taking on more rewarding projects while still enjoying more leisure time, then you owe it to yourself to learn more and start embracing 21st century technology.

If you are starting to think about retirement or you are in full blown succession planning mode, then you must wonder “how can I step away from the business and still be assured that my clients are taken care of and my legacy and cash flow are preserved?”
I have found solutions that I am very anxious to share with you.