Episodes

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...

Today’s guest is Annette Bevers, a solo CPA based in northern California.  I wanted to have Annette on because she has many of the classic challenges that CPAs face when they say yes to most types of work that arrive at their door.  She...

I have a story for you today about what is possible in your business. So often the thing I hear from my clients is that one of the reasons they wanted help working together was that they knew that bigger was possible in their businesses. But they...

Today’s guest is Amy Vetter. Amy is the CEO of the B3 Method® Institute, a keynote speaker, corporate board member, author, and contributor to Inc.com and Entrepreneur.com. Amy authored the book: Business, Balance & Bliss: How the B3 Method Can...

My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America.  Jody is passionate about changing the way people think about accounting.  As the author of , Jody...

Today’s guest is Claire Stewart, the Founder of Cartmill Stewart.  Claire and her partner have totally dialed in their systems to run an efficient practice, including having gone paperless.  Systems and workflows are a common pain point...

Today’s guest is Carol Cox. Carol is the founder of Speaking Your Brand®, a coaching and training company that helps women entrepreneurs and leaders around the world create their signature talks, whether it’s for a keynote, TED talk, conference...

Mike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next.  By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today...

Today’s guest is Erica Goode, a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 finance, and small business accounting. She has a passion for creating cashflow forecasts and long-range plans that...

Today’s guest is Ron Baker. Ron is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is the author of seven best-selling books, including Professional’s Guide to Value Pricing and...

I’m kicking off a new series of episodes, Lies of the Accounting Industry.  What I want to do in this series of episodes is bring up these mindset challenges, pieces of dogma, myths and so on, that I think are problematic and that have...

Today’s guest is Heather Zeitzwolfe, a CPA certified with the State of Oregon’s Board of Accountancy and a member of the AICPA.  Heather was excited for the opportunity to do an on air coaching call to come on the podcast and talk about some...

Today’s guest is David Cristello, Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build a better firm through managing all their client work in a single, easy to use application.   He's also the...

Today we are interrupting common narratives heard out there and wanted to provide you with a counter-narrative, to the assumption that people must be or should be anxious and stressed. Coronavirus is spreading through our communities. We have options...

This week, we're talking about value-based fees and pricing. I want to share with you some different perspectives that may loosen the tangle of logic emotion, guilt, fear, and obligation we have around money and pricing.  What I hear my clients...

I wanted to talk with Jenn to tap her expertise about boundaries. So many of the challenges business owners face come back to clear and strong boundaries. Things like scope creep, meetings going long, staying late at the office, giving away your...

Today’s guest is Christine Lustik, PhD, owner of Mindfulness in Organizations. After spending 14 years in leadership and the arena of online higher education, Christine transitioned to a role of helping teams, and the individuals in them, to...

Today I'm returning to the topic of sending mixed signals to money, resenting money and learning to love money. First, let’s go back to The basic idea in that episode is that in our lives and in our businesses, a lot of us send mixed signals to...

Today, I have a few stories to tell. About driving in the snow, hockey, ice skating, skiing, and sports in general. Then I relate all these stories to things that we can do to move our business forward: Steer towards what you fear Commit Trust You...

Today’s guest is officially the world’s most highly rated advisor to accountants. Steve Pipe is a best-selling author, dynamic speaker and founder of Accountants Changing the World and the AVN Association of Proactive UK Accountants. I wanted to...

**Listener survey - help shape the podcast to what you want to hear!**    Today’s guest is Melisa Galasso. She is the founder of Galasso Learning Solutions, where she offers custom, continuing professional education to CPAs, focused on...