If you’re like many of the CPAs I meet, you’re working long hours - trying to hold everything together - and can’t believe you STILL haven’t hit that elusive 7-figure mark. When you get up in the morning to go to your practice, do you REALLY feel in CONTROL? Control of your own time, clients, and your team? This is NOT how most practitioners think, act, or live. 

The “TCT Approach” (Time, Clients, and Team) will equip you to take charge in a non-confrontational manner. Your team and clients will respect you and trust that you have their best interest at heart. I’ll share the template that keeps meetings running smoothly, saves time, and provides you with control and freedom in your practice. Watch your practice run like a well-oiled machine with the EXACT system I use to manage time, distractions, opportunities, and team members.

Learning Objectives:

• Arrange a personal meeting agenda template


• Recall that meetings are a vital part of keeping team members on track and achieving practice goals


• List the 2-Step employee management process


• Determine how to easily gain more control, power, and peace of mind in your practice with this simple two-step practice


• Recall a robust time management process