Episodes

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...

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...

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...

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 heart - making a website that captures your value and tells the right story to your best prospects is a tricky thing.

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

CPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different.  Many CPAs, out of concern for their clients, logged extra hours for those clients, to understand PPP, EIDL, and other loan programs to help keep their...

Today I share with you a way of looking at 2021 on your clients’ behalf.  While exactly predicting the future is difficult, the year can be broken down into 3 main phases: hunkered-down, re-opening, and post-Covid. We are likely to be hunkered...

Have you planned your 2021 yet? Do the time, money, and the math all add up?

My guest today is Erica Goode.  Erica is a freelance finance professional, working with a small handful of clients, focusing on financial forecasts while staying out of tax as much as possible.  Many CPAs choose hourly billing when they...

If you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at least, for you), but when it comes time to have the conversation or hit the Send button,  it’s easy to talk yourself...

Trap money is money that looks like good money, but in reality, it’s a trap.  Trap Money is important to be able to recognize because it’s one of the factors keeping CPAs under the glass income ceiling and working long hours.  If you can...