Latest / Transforming: Tales of Business Evolution
A sole proprietor's journey to building a better practice
Creating a successful practice that meets your clients' needs while providing satisfying and meaningful work for you and your staff requires focus, discipline, and time. Listen to this episode of the Small Firm Philosophy podcast as Jack A. Heil, CPA shares lessons learned while journeying from the Big 8 to a sole proprietor that loves what he does.
PCPS resources mentioned in this episode:
Client continuance evaluation tool
Client acceptance evaluation tool
Client termination practitioner checklist and notification letter
To learn more about Jack, please visit www.jackaheilcpa.com.
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