The Document That Changed How My Team Operates

My five-year-old asked me to explain what I do — and trying to answer reminded me of something many firm owners have quietly lost sight of.

Fixing your prices or systems won't help much if the thinking underneath them hasn't changed. Here's what actually needs to shift first here.

AI tools of today are viewed as something to help you think faster. The next phase is AI that actually does things for you — and it's already here for firm owners to explore.

Are you selling your process or selling the outcome? The difference could be affecting the clients you attract and what you're able to charge.

June is one of the most important months for accounting firms — and one of the most wasted. Here's how to actually make the most of it.

Episode resources: https://docs.google.com/document/d/1L3v1Xg0qiBhDQKroi5Qf73hWUvG4yOA0RQvbxOBizc0/edit?usp=sharing — Many firm owners say they want to delegate, but haven't defined what ownership actually looks like for each person on their team. I share the exact framework we used at Future Firm — including why I needed it applied to myself first — and how it could help reduce the constant escalations you might be dealing with right now.

If your team keeps coming to you for direction on things that should be obvious, vision might be what's actually missing. Here's why it matters.

Pricing isn't just a number—it's a signal. Here's what your price might be telling prospects about your firm before the conversation even starts.

Pouring more leads into a leaky funnel just makes things worse. Here's what to fix first before bolstering your marketing activities.

Stuck, overworked, and can't afford the hire that would fix it? There might be a path forward that doesn't require perfect margins first.