Episodes

My guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies that are about to IPO, guidance on stock option vesting and selling strategies.  These tech professionals who work at top levels inside...

Today I'm going to dig into what deliverables are and what they sound like in the CPA world, so that you can get better at recognizing them and understand why it's such a problem to sell deliverables. We'll talk about what outcomes you might consider...

We're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode 106 - Better Pricing Strategies for Accountants. There was so much more to talk about that I invited him to come back on...

Today we’re talking about the copy on your website. Because you might be either alienating prospects who visit your website, or not attracting them to begin with. And because of that, you could be missing out on really good revenue.   What...

Are you stuck thinking about Advisory Services in the commonly accepted tiers of transactional, controller, vCFO? These 3 tiers are great way to begin to think about Advisory Services for CPAs. But why these 3, and only these 3?  Here are some...

Guidance and wisdom in the accounting industry tend to be provided by accountants and CPAs. There's a notable absence of expertise and wisdom from thought leaders outside the accounting industry. In order for any profession to advance, it needs to...

Have you ever heard of a tool called the wheel of life? It's a really simple but powerful tool to help you take stock of the most important areas of your life and visualize which ones are going best and which areas you want to devote more of your...

My guest today is Jonathan Stark. Jonathan is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of TWO podcasts: Ditching Hourly and The Business of Authority, and...

I am here to offer you mathematical proof that different is more profitable.  The best possible strategy to becoming more profitable without having to work so hard includes specializing.  A few weeks back, a well-known software developer...

Today I want to talk to you today about how to price a bicycle. Now you might be wondering, what has this got to do with being a CPA? What does the price of a bike have to do with payroll, cashflow, or tax strategy?  I'll tell you what the...

Today’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators.  While many accountants focus primarily on making sense of the past, Emily works with her clients to know the future of...

Today we're talking about your business. Is it a lot of work? Do you spend it too many hours or more hours than you want in front of a screen toiling away?  At the end of a long work week, do you ever wonder if there was an easier way? Many CPAs...

Today I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA contributed to their success can help you feel more confident in your pricing. When CPAs take the time to stop and observe,...

It’s just too easy to assume that your clients want only what they come to you for, and then, simply, serve them up the usual menu of accounting and tax.  The problem is that your best clients likely want so much more than accounting and tax....

Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners virtually across the US. She utilizes her expertise in tax and finance to empower her clients to discover and reach...

Today we're talking about how creating your own signature framework can be a gamechanger in your accounting practice. A framework is your process or methodology, your approach of how you work with your clients. It's the process you walk your clients...

What’s on your summer reading list?   Now that the July 15th deadline is behind us, hopefully you have a bit more discretionary time to read the latest releases on finances. Now, I don't need to tell you why to read books, but I will anyways:...

Today’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc. Hugh is the leading marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. With more than thirty years of marketing...

In this episode, you get a different way of thinking about the proposal and it's called a choice of yeses.  A yes or no choice pits you and your buyer against each other. But when you give your prospect options, you change the very nature of the...

If COVID has taken your accounting practice on a long, unexpected detour, it's time to pause and ask yourself where you are relative to your goals.  And given where you are, what is the best path to get you to your goals?  You might tell...

Business owners across the country are wondering, more like, dying to know, what the impacts of COVID might be to their business, their revenue, and their cash flow.  They want to know the best case, worst case and likely case scenarios. And they...

Today’s guest is Germeen Guillaume (GEE-YOME), Founder of Visionary Accounting Group.  Germeen founded Visionary Accounting Group in 2015 and has been helping nonprofits leverage technology as a means to gain deeper financial insight and real...

Today, we're talking about how niching can bring you one step closer to earning more while working less. Having a clear niche as a CPA is the single biggest thing you can do to get you off the hamster wheel of working like crazy, and makes it easy for...

Today’s guest is Adam Hale, Co-Founder and COO of Summit CPA Group.  Summit CPA Group is the leading provider of Virtual CFO Services in North America.  Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and...