A sole proprietor’s journey to building a better practice

Nov 30, 2021

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.

This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [e-mail] to schedule a free web tour.

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