Episodes

Dec. 8, 2021

167 Specializing in Stock-Option Tax Strategy and Consulting, with Mi…

Want one piece of business strategy delivered daily to your inbox? Subscribe here:   My guest today is Minnie Lau, CPA, who curr…

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Dec. 1, 2021

166 How CPAs Can Build and Monetize Authority with Rochelle Moulton

Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the ra…

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Nov. 24, 2021

165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients cl…

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Nov. 17, 2021

164 Could Your Clients be Ready for Family Office Services? With Anth…

With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks…

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Nov. 10, 2021

163 How CPA Firms can Hire Well During Covid-times with Mark Goldman

Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times.  Demand for accountants…

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Nov. 3, 2021

162 How to Sell a CPA Firm for Optimal Price with Brannon Poe

Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, i…

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Oct. 27, 2021

161 Have the Confidence to Pivot and Create Bigger Things as a CPA wi…

Today we are talking about how to create a different future for yourself, even if you believe strongly in reality.  Here today to…

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Oct. 20, 2021

160 How to Price CPA Advisory Services

Want to attend Ten Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details,…

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Oct. 13, 2021

BONUS: Free Training Series - Work Less Without Losing Revenue

Link for FREE training series:   Ready to get your life back after two hellish tax seasons? Join me for the FREE October Trainin…

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Oct. 13, 2021

159 How to Package CPA Advisory Services

Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the detail…

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Oct. 6, 2021

158 How CPAs Can Write Better Proposals without Having to Be Good Wri…

CPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. …

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Sept. 29, 2021

157 Altitudes of Involvement for CPAs with Jonathan Stark

This week we welcome back Jonathan Stark, a former software developer who is on a mission to rid the world of hourly billing. He …

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Sept. 22, 2021

156 Get Different, Get Noticed: Better Marketing for CPAs with Mike M…

Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, …

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Sept. 15, 2021

155 BONUS - Pricing in a Nutshell, for CPAs

JOIN or WATCH REPLAY – Pricing in a Nutshell SUBSCRIBE – Hourly billing is like radioactive waste:  invisible, and given enou…

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Sept. 15, 2021

155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy

As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda…

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Sept. 8, 2021

154 Help Your Advisory Clients See the Power in their Data with Fathom

For business owners to make more money, it helps if they can make better informed decisions.  And though a P/L and Balance Sheet …

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Sept. 1, 2021

153 A Formula for Quantifying Value with Mark Stiving, PhD

Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time…

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Aug. 25, 2021

152 How to Build $250K in CPA Advisory Services in 4 Months

Many of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the cou…

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Aug. 18, 2021

151 Design and Create Pricing Strategies from a Value Standpoint Part…

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What the…

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Aug. 11, 2021

150 Design and Create Pricing Strategies from a Value Standpoint Part…

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What the…

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Aug. 4, 2021

149 How to Leverage Accounting Automation with Ryan Lazanis

There is endless conversation about technology, software, and automation disrupting the accounting space.  Do you feel like your …

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July 28, 2021

148 5 Productivity Apps to Save You Hours

Here are 5 apps, extensions, and plugins that can make your life easier.    - Available on Android and Mac - I use it on my iPh…

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July 21, 2021

147 Subscription Business Model: Build Greater Wealth in Your CPA Fir…

Subscription pricing is all the rage right now.  Most CPAs are stuck when it comes to pricing - some have moved to flat-rate or s…

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July 14, 2021

146 Results-Driven Design with Ben Manley

There’s an industry-wide gravitational force toward regular hour-long meetings.  Somewhere along the way it was decided that hour…

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