Episodes

Sept. 28, 2022

209 How to Communicate Value More Simply and Effectively

Do you wish you could communicate your value more effectively? Today I cover how to communicate value in more simple terms and mo…

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Sept. 21, 2022

208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here:   There's a giant new bill that just ca…

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Sept. 14, 2022

207 How to Scale Without Hustle: Other Business Model Options

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: What I have for you today is the audio …

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Sept. 7, 2022

206 Breaking Away from the Mainstream Medical Model with Dr. Lewis We…

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Long time listeners to this podcast kno…

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Aug. 31, 2022

205 Create High-Paying Clients: a 5-Step Process for CPAs

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: One of the most common questions I get …

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Aug. 24, 2022

204 130% Revenue Increase While Working Less with Paige Gott

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Sometimes you want to transition away f…

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Aug. 17, 2022

203 Killer Niche: Farm + Ag CPA with Catherine Ozment

Many of you know how difficult and time-consuming it can be to run a tax shop. It's all too easy to get buried under a mountain o…

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Aug. 10, 2022

202 Selling Value to Create Better Clients at Higher Prices with Mark…

Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and some still bill by the hour. For CPAs …

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Aug. 3, 2022

201 Effortless Value

There is vestigial thinking in the accounting space that value comes from working. “If I worked hard on a thing, then you should …

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July 27, 2022

200 Make Podcasting Great for Your Accounting Firm

On why and how podcasting can be great for your business. It has been the core of my business for four years and my business woul…

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July 20, 2022

199 Selling Cloud-based vs Traditional CPA Firms with Brannon Poe

A lot of CPAs have had enough, and are looking to sell off parts or all of their business. They have options when it comes to sel…

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July 13, 2022

198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom …

For many CPAs, it feels risky to pick a cross-section of the tax-code, and burrow in. The fear is around losing clients, having t…

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July 6, 2022

197 Listening Tour: How CPAs Can Create More Value with Less Effort

Many CPAs work super long hours and go for periods of time where their head is down, getting the work done. But when your head is…

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June 29, 2022

196 CPA Mastermind: Create More Profit with Less Effort

There are a number of mindset, structure, and mechanical components that are not working well for CPAs and accountants. Many are …

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June 22, 2022

195 How to Position Your CPA Firm to Stop Getting Overlooked in the M…

What I have for you today is the audio from a webinar I hosted on Crowdcast on how positioning can help you in your business. Foc…

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June 15, 2022

194 Low-Priced Thoughts

In , I introduced a tool called The Model, which you can use to understand how your thoughts, feelings, and actions create your r…

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June 8, 2022

193 Create the Exact Business You Want: Introducing The Model

Today I want to introduce you to something called The Model. It’s a model for understanding and making sense of your thoughts, fe…

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June 1, 2022

192 Free Time and 7 Figures Net Revenue with John Lee Dumas

When you run a business, getting a handle on your time can be a challenge.  Keeping your time and your tasks organized, is one wa…

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May 25, 2022

191 Pricing Mindset: A CPA’s Most Effective Multi-Tool for Profit, wi…

Most CPAs struggle with pricing. After all, it’s not a topic that’s commonly taught. Even less frequently discussed is pricing mi…

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May 18, 2022

190 Pricing Sweet Spot: Cost < Price < Value

What is cost, what is price, what is value? First let us clarify how these terms can be used and what they mean. The seller deter…

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May 11, 2022

189 How CPAs Can More Effectively Lead Their Teams

When you set out to pursue your CPA, being an amazing manager of people was probably not in your crosshairs.  Yet, as your firm g…

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May 4, 2022

188 Stop Overcomplicating, Start Simplifying

Sometimes we overcomplicate our offerings and our services for buyers because: 1. we think it's actually complicated or 2. we wan…

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April 27, 2022

187 What to Do When You’re Stuck-in-Indecision

One place that is all too easy to get stuck as a business owner, is in the land of indecision.  As a business owner, I know you k…

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April 20, 2022

186 A Simple Formula for Writing Copy, to Sell Your Accounting Servic…

Knowing what to say on your website so that prospects quickly understand that you are (or are not) the right accountant for them …

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