We purchased 100 books to send to our best CPA clients

Wallet Share is a great written summary of the value L. Harris Partners brings to the CPA community. It is an amazing investment in time and a great reminder of the importance of client prioritization and retention. Tom and Lee bring tremendous value to CPA Partners looking to grow their practices profitability. I highly recommend.. read more →

Absolutely packed with actionable ideas

“What a gem. An easy read, but absolutely packed with actionable ideas to capture the over-looked growth from the current client base. Highly recommend to anyone interested in retaining clients and growing their practice.” -Kimberly Merrill, Senior Vice President, Engineered Tax Services read more →

The ideas and processes are simple and pragmatic

The ideas and processes in this book are simple and pragmatic, which will allow almost any firm to put them to good use.  From client service plans and partner accountability to client prioritization and retention, it’s clear that Lee and Tom understand the keys to growing a CPA firm.  The challenge for the reader will.. read more →

An easily digestible road map

“Wallet Share is an easily digestible road map to better serve, acquire and retain clients. The learnings and processes advocated in this book have given clarity and a common language to our efforts. We understand our business better and our priorities are clear. I plan to make available a copy of Wallet Share available to.. read more →