Episodes

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…

Episode page
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…

Episode page
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…

Episode page
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…

Episode page
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 …

Episode page
April 13, 2022

185 How to Stop Procrastinating, Self-distracting, and Avoiding Work

I want to round out this 3-part series on TIME with one more episode on unproductive actions we sometimes take that cost us time.…

Episode page
April 6, 2022

184 How to Stop Feeling Overwhelmed and Pressured by Time

I want to talk with you today about TIME, because it’s tax season, and if ever there was a time of the year that felt crunched, n…

Episode page
March 30, 2022

183 From Billing Hourly to Up-Front Pricing of Legal Work

Shifting off hourly billing can seem like a daunting task, but if done well, it doesn’t need to be that hard. It does require goi…

Episode page
March 23, 2022

182 Time-Freedom and Productized Services with Paul Klein

Many service providers, including CPAs, start out as generalists who take on every client who needs their services. With a broad …

Episode page
March 16, 2022

181 Simplifying Your Expertise with The Sketch Guy, Carl Richards

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But b…

Episode page
March 16, 2022

181 Simplifying Your Expertise with The Sketch Guy, Carl Richards

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But b…

Episode page
March 9, 2022

180 How CPAs Can Create More Time During Busy Season

I want to talk with you today about how you relate to time. It's tax season, and if ever there was a time of the year that felt c…

Episode page
March 2, 2022

179 Digital Products, Courses, and 90% Margins with The Real Estate C…

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a ret…

Episode page
Feb. 23, 2022

178 Killer Niches for CPAs with Tom Wheelwright

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 to…

Episode page
Feb. 16, 2022

177 How Money, Automation, and Software Change Tax with Jody Padar

With so much change happening so quickly when it comes to automation in the tech space, it can be hard to keep up.  But keeping u…

Episode page
Feb. 9, 2022

176 Behind the Scenes: What Business Owners Want from CPAs with Shell…

Many business owners struggle with their financials, especially early on in their businesses when they can lack a basic understan…

Episode page
Feb. 2, 2022

175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, C…

The idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax a…

Episode page
Jan. 26, 2022

174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hut…

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a ret…

Episode page
Jan. 19, 2022

173 Should CPAs Put Prices on Their Website?

If your aim is to work less and make more, there are many benefits to putting some prices on your website, without getting pigeon…

Episode page
Jan. 12, 2022

172 Subscription Pricing Strategies with Mark Stiving

Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and many still work by the hour. Subscript…

Episode page
Jan. 5, 2022

171 How to Stop People Pleasing with Sara Bybee Fisk

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here:   Many CPAs struggle with people-pleasi…

Episode page
Dec. 29, 2021

170 Year-End Accountant Jokes from Hazel and Remy

My two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy! Want to find ou…

Episode page
Dec. 22, 2021

169 Five Key Business Books for CPAs from 2021

Today I have the five books that I most often recommend to my clients, because I want you to be able to benefit from the excellen…

Episode page
Dec. 15, 2021

168 Subscription: Create a More Valuable Business with John Warrillow

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Subscription is all the rage in softw…

Episode page