Episodes

Many service providers, including CPAs, start out as generalists who take on every client who needs their services. With a broad focus and no perceived expertise, it’s hard for them to provide enormous value that would justify high fees.  My...

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But business owners are - well - busy - and may have little time or interest in wrapping their head information large and...

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But business owners are - well - busy - and may have little time or interest in wrapping their head information large and...

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 crunched, now is likely it.  But if we simply fall into our habits and autopilot thinking around time, we have less...

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a return.  Because they don’t go deep into one subject matter, it makes it hard to provide the enormous value that would...

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 turn people away, and what if there’s a recession? Consequently, most CPAs work as generalists, and pay the price in...

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 up is a minimum requirement. Here today to talk with me about tech and automation innovation is my guest, Jody Padar....

Many business owners struggle with their financials, especially early on in their businesses when they can lack a basic understanding of financials and can not have the budget to hire quality accounting support. As accountants, listeners to this...

The idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax and accounting is strong.  But honing in on a segment of the marketplace makes your business so much easier to...

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a return.  As a result, their focus is broad, but diffuse, and because they don’t go deep into one subject matter, it...

If your aim is to work less and make more, there are many benefits to putting some prices on your website, without getting pigeonholed or committed to something that’s not viable.   Highlights: — “Most buyers have some sense of what they...

Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and many still work by the hour. Subscription of course is a hot topic. But for many CPAs, that business model feels too far out of reach and too theoretical to be...

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here:   Many CPAs struggle with people-pleasing – saying yes, when they might prefer to say no.  As a habit, it can result in all kinds of undesired...

My two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy! Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here:

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 excellent writing that’s out there, that can help you move forward more effectively in your business.  These 5 books are...

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Subscription is all the rage in software and in other industries, but the accounting industry is hardly speedy on the uptake.  While the value appears to...

Want one piece of business strategy delivered daily to your inbox? Subscribe here:   My guest today is Minnie Lau, CPA, who currently runs a tax practice helping clients optimize their stock options.  18 months ago, Minnie called out of the...

Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the race for optimized efficiency is on.  But there's another path and that path is not automation. It's authority. Here...

Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities.  ...

With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets.  But without a framework for helping these people, it can be difficult...

Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times.  Demand for accountants is high, and seats are hard to fill.  Here today to talk with me about hiring and staffing challenges is Mark...

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, is a good business strategy, and will improve the value of what you build.  Here today to talk with me about what he...

Today we are talking about how to create a different future for yourself, even if you believe strongly in reality.  Here today to talk with me about this problem is my guest, Kara Gaisie. Kara Gaisie is an ex-CPA turned coach, who works with...

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, as well as the guidance you need to stop working so hard for your revenue. Subscribe at   Today we’re talking...