Episodes

June 23, 2021

143 How to Price Intangibles

Intangibles have value. And value is the precursor to price.  If you’re not great at measuring so called intangibles, you won’t appreciate their value, and if you don’t appreciate their value, you’ll underprice, and when you underprice,...

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June 16, 2021

142 From Impossible to Exponential Growth: The CPA Mindset

Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode.  Last week on the podcast I have Catherine Ozment, CPA. She and I have been working together for just shy of a year, and she’s making huge strides in...

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June 9, 2021

141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment

Many of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near steady state of chaos.  The desire is often to work...

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June 2, 2021

140 BS CPA LINGO BINGO

Today we’re playing BS CPA LINGO BINGO.    Lingo in the accounting space that makes some of us kind of crazy.  There are five terms that are especially problematic for CPAs and accountants that slow business growth.    In...

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May 26, 2021

139 Drive Outcomes for Your Clients with Geni Whitehouse

Being a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as possible, I can distill a few key problems: being a generalist, billing instead of pricing, and focusing on the past...

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May 19, 2021

138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Kolt…

Waiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve spent a lifetime building.  If you want to optimize the sale price of your business, it takes years of advance...

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May 12, 2021

137 Rolling Forecasts: How to Explore Risk and Opportunity with Your …

Should you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when it comes to implementing, you’re a bit deer in the headlights? Shifting into forecasting and scenario planning for your...

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May 5, 2021

136 How CPAs Can Build a Sales Process That Can be Optimized, then De…

Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation?  Avoiding sales leads directly to avoiding revenue, and the cost to your firm in the way of business left ungenerated could be...

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April 28, 2021

135 ERC: Clarifying 3 Common Areas of Ambiguity

There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date.  My guest today is Randy Crabtree, co-founder and owner of...

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April 21, 2021

134 5 Keys to Make Your Website Work for Your CPA Firm

Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for anyone, so long as they’re human? Do you look at it and cringe, but you feel overwhelmed or lost as to how to make it look right and do what you want it to? Take hear…

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April 14, 2021

133 Cybersecurity for CPA Firms

Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a stealthy hacker to pick off your IP address and exploit your data? Having holes in...

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April 7, 2021

132 Master Your Sales Conversations

Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the past, and believe that anything to do with sales is a necessary evil, best avoided at all costs.  They build their...

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March 31, 2021

131 From CPA to CFO, with thought-leader Jack Sweeney

Today I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their roles.  Jack is also the winner of the 2018 Excellence in Financial Journalism Award by the NYSSCPAs. A career business...

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March 24, 2021

130 CPA Burnout: How to Get Your Energy Back

Resilience for CPAs and Accountants How many days do you feel like you’re running ragged, and just getting to 9pm without a nuclear meltdown is a win? Once in a while, allowing your tank to run all the way down to the Empty line is ok. But do it too...

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March 17, 2021

129 How to Spend Way Less Time on Email Every Day

GET YOUR TIME BACK BY BEING MORE EFFECTIVE WITH EMAIL Do you ever get sucked into your email Inbox, wander around in there for hours, only to resurface wondering where the time went and why you went in there in the first place? Having a disorderly...

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March 10, 2021

128 Selling to Serve, with James Ashford of GoProposal

Many accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what the accountant does, and the accountant doesn’t isn’t charging enough to be able to provide the level of service the...

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March 3, 2021

127 How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah …

Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise.  Less than 1 year ago, Hannah had less than 100 subscribers on YouTube and a few dozen on her email list. Today, she has more than 16,000 YouTube...

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Feb. 24, 2021

126 How to Implement Advisory Services with Twyla Verhelst, Leader of…

Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known as Advisory Services. We discuss the difference between what the client needs, and what...

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Feb. 17, 2021

125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Sti…

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully...

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Feb. 10, 2021

124 4 Most Common Hiring Mistakes CPAs Make and What to Do Instead

Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. There is a reason that so many business owners have hiring PTSD and staff that are challenging: hiring correctly is not as...

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Feb. 3, 2021

123 Overcoming Under-earning and Rewire for Wealth with Author Barbar…

Today I speak with Author Barbara Huson (previously known as Barbara Stanny) Overcoming Under-earning and her new book, Rewire for Wealth. Barbara Huson is the leading authority on women, wealth and power. As a bestselling author, financial therapist,...

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Jan. 27, 2021

122 The Pioneer of Value-Based Fees in the Consulting Profession, Ala…

Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearless leadership, and more.    What we cover: Value-pricing requires a wholesale...

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Jan. 20, 2021

121 Switching to Advisory Services using Profit First, with Rob Fonca…

Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses.    Rob talks about  What Profit First is and what it’s not How it helps...

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Jan. 13, 2021

120 Cloud Accounting Technology and Software, with Blake Oliver

Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav.    What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not...

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