Hear from Sharrin herself. Raw advice, honest tips, and real insight into what it takes to run a seven-figure firm and how she got there.
In the ever-evolving landscape of accounting and tax advisory, the paper organizer’s reign is nearing its end. It’s a digital era, and innovative data collection methods are becoming as fundamental to tax accountants as the numbers they crunch. Gone are the days of sifting through piles of paperwork; the future is
As the year winds down, it’s time for tax professionals to get a jump on year-end planning. Here you’ll find some year-end tax tips. The last thing any practice wants is to be caught off guard when tax season rolls around. That’s why I’m gearing up now—and getting clients to
In 2006, my journey began modestly as a mobile office manager and bookkeeping service. Fast forward to 2021, and I developed a Controller/Fractional CFO firm, a journey marked by challenges, learnings, and growth. This ever-changing journey wasn’t just about scaling; it was about evolving to understand what truly makes a
Understanding the Process of Selling Your Business I could spend DAYS talking/writing about things you need to know about selling your business. The aspects of the exit strategy we THINK we know, the parts we are expecting but hoping to not deal with, and then the pieces that slap us
“It takes 5 minutes longer to do it right the first time”– My Dad No one enjoys giving their parents credit for the things they used to hammer into our heads as kids, but I still need to give credit where credit is due. This is one of the things
Something about me; I go all in. There is no halving anything. When I commit, I commit. Because of this, I ALWAYS overcommit and run myself dry. Every year I take an unplugged vacation from Dec 10th to Jan 10th. I don’t go anywhere during this time; I usually stay
The end of the year is prime time for selling a business, and that includes tax and accounting firms. If you are in the market to potentially sell your firm or acquire a firm, then it makes sense to proactively consider the process in light of your ultimate goals or aspirations.
It’s that time again. The time of the year when we are stretched to the max and feel like we are going to snap at any given time. A time when there are not enough pumpkin lattes and eggnog milkshakes in the world to help us get into the joys
In my previous post, I discussed the importance of having the vision to create a firm you can sell—if that is the path you choose in the tax and accounting profession. If you are just starting out and building a firm from scratch, it is definitely hard work. Read more…
When you think of the future, does it involve working in your tax or accounting practice until you have no life left in you? Or if you are honest with yourself, would you like to break free of the day-in-and-day-out challenges of running a firm while still having the ability