Cathy Iconis

Episode 7 – Tips For Your First Advisory Style Meeting

By Cathy Iconis | December 11, 2019

In this episode, I do a deep dive into what the first advisory style meeting can look like. What should you be doing? What questions do you ask? Do you give advice right there on the spot? 

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Episode 6 – The Concept of Client Blocking

By Cathy Iconis | December 4, 2019

We are letting our clients dictate the work versus telling clients how the work will be performed. Let me introduce you to the concept of client blocking. By blocking your time out by client, you could create more boundaries with your client and allow you to be more efficient in your practice.

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QuickBooks’ Create Button Has Moved

By Cathy Iconis | December 3, 2019

Yes! The Quick Create button has moved in QuickBooks Online. You are NOT losing it. It has moved from the top-right to the left-hand navigation. Here’s a quick video to show you. 

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What the Fudge is a KPI?

By Cathy Iconis | December 3, 2019

Understanding the KPI and how it relates to the performance of a business is probably the most overlooked part of explaining KPIs.

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Episode 5 – Determining Your Firm’s Capacity

By Cathy Iconis | November 20, 2019

Simply put – your capacity is the max your firm can produce with your current resources. But, how do you calculate your capacity? Listen to this episode for the tips.

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Accounting Firm Benchmarks

By Cathy Iconis | November 19, 2019

My biggest takeaway here is the benchmark of $100K in revenue per employee number. I believe this should be the benchmark that our industry strives for.

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Episode 4 – Communication is the key to client retention

By Cathy Iconis | November 13, 2019

Simple communication could be the key to keeping your clients longer. Learn what I’ve discovered about communication and clients over my years in practice.

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Episode 3 – The Art of the Pivot

By Cathy Iconis | November 6, 2019

Join me behind the curtain for this raw episode of my own experience of pivoting my business. I was pivoting a huge part of my business. It was a scary time. I was unsure of everything. So, I picked up the microphone to share the reality with you.

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Episode 2 – Can That Lead Afford You?

By Cathy Iconis | November 1, 2019

We all get excited about new business leads and the possibility of the new engagement and how you can help out that business. But, don’t forget to take the time to see if that lead can actually afford you when reviewing their books.

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Episode 1 – What is YOUR Best Bookkeeping Practice?

By Cathy Iconis | October 23, 2019

Here is my inspiration for the concept of building a practice that is the best fit for YOU! It all started while attending a session at QuickBooks Connect several years ago… 

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