Summer is a time when tax pros think about making changes and/or start actually implementing changes–yes?

When we think about making changes, we want to hear from people who have already made changes that we’re thinking about making–yes?

That’s why I’m excited to hear, at the upcoming Knowledge Share Extravaganza live conference on July 25 & 26, CPA Andrea MacDonald teaching on the topic of:

“How to Make Big, Bold Changes Without Going Insane and/or Bankrupt in the Process.”

Because sure, in theory, “change is good,” but change also entails risk and can be very expensive, maybe even disastrous to one’s mental health and/or bank account. I’d like to see some results other people got, before I commit, if that’s OK!

The first couple changes Andrea will teach about at the live event are:

1. Why and how she doubled her minimum 1040 tax preparation fee.
   2.
2. Why and how she began requiring up front payment from tax prep clients (instead of waiting to get paid until the work is done).
   Andrea implemented both of these changes at the same time.

I guess that’s what they call “taking the bull by the horns” 🙂

And then she made a bunch of other bold changes after she made those bold changes, including purchasing another accounting firm.

• Are you making or thinking about making changes in your tax career, Marion Elliott?

• Hearing Andrea’s story might help you get clarity on which changes could be well worth it, versus which changes are just too risky or now’s not the right time?

If you have a second and care to share, email us back a change or two you’re thinking about making and we can add yours to the list of things we’ll discuss together at the event (every class session will include extensive interactions among the speakers and attendees).

It’s not too late to grab your ticket to the Knowledge Share Extravaganza Live Conference in San Diego on July 25 & 26, but it will be too late soon.

Details and get tickets here.

Our goal is to give you a place and time to be with your peers and get support and advice for the next steps of your tax career.