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Friday, August 8, 2025 Intuit for Retirement

The Art of Subtraction: Scaling Your Firm By Strategically Offboarding Clients

Discover why the smartest way to grow your accounting or tax firm might be by letting go. The Art of Subtraction explores proven strategies to offboard non-ideal clients while protecting relationships, freeing up resources, and creating new revenue opportunities.

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Wednesday, January 29, 2025 Intuit for Retirement

Succession Planning Considerations for Accountants

You take great care of your clients and their businesses. Are you taking care of your business?

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Wednesday, July 3, 2024 Intuit for Retirement

Your Business Needs an Exit Strategy. Here are 4 Things to Consider

Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.