Episodes

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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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.…

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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…

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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…

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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 …

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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