Episodes

Feb. 26, 2020

074 Ways to Keep Stress Under Control in Tax Season, with Christine L…

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...

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Feb. 19, 2020

073 Does Money Find You Attractive?

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...

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Feb. 12, 2020

072 Are You Wiping Out Often Enough?

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...

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Feb. 5, 2020

071 How to Help Your Clients Build A Better World, with Steve Pipe, f…

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...

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Jan. 29, 2020

070 Be Strategic About Your CPEs, with Melisa Galasso of Galasso Lear…

**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...

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Jan. 22, 2020

069 Guiding Clients to Profitability with Lisa Campbell, Owner of the…

**Listener survey - help shape the podcast to what you want to hear!**    Today’s guest is Lisa Campbell, founder of The Marcam Group, where she guides her clients to profitability as a Profit First strategist.  I wanted to have her...

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Jan. 15, 2020

068 The Process of Niching Down to E-commerce Business Owners, with o…

My guest today is Cyndi Thomason. Cyndi Thomason is the author of the bestselling book, Profit First for Ecommerce Sellers. She is a Mastery Level Certified Profit First Professional, and the founder and president of Bookskeep. Cyndi devotes much of...

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Jan. 8, 2020

067 Best Reads from 2019

I wanted to start the year off with top five books and reviews from 2019, but I couldn't help myself and I got to at least nine. There were so many great reads that I got through this year.  I hope you find something to enjoy that will...

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Jan. 1, 2020

066 Happy New Year - Now Raise Your Prices

Wishing you a Happy New Year and a very prosperous 2020! I’m closing out the year with a few more jokes from Hazel and a question. What if you raised your prices by 10% and dropped 10% of your clients? Where would you end up? I play with these and...

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Dec. 25, 2019

065 Happy Holidays from Hazel and Me

It’s the holiday season, and it's time to step away from the mic so that I can spend time with my loved ones. And same for you. In this episode, you’ll hear my four year old girl Hazel bust out some math jokes. Merry Christmas! Happy holidays! ...

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Dec. 18, 2019

064 Why & How to Claim Your Google My Business Profile, with Sommer P…

Today’s guest is Sommer Poquette, Founder and CEO of Keep It Real Social. Sommer is an expert in Google Business, and I wanted to have her on today to talk about Google My Business and the Google My Business listing, how to get it if you haven't...

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Dec. 11, 2019

063 How to Get Started Adding Advisory Services

I want to talk to you today about adding advisory services. I want to share with you my perspective of what I see from the outside looking in, what I hear from other business owners, about what business owners want from their CPA. As well as from the...

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Dec. 4, 2019

062 Making More Time in Your Business with Adrienne Dorison, Co-Found…

My guest today is Adrienne Dorison, the co-founder of Run Like Clockwork™. Adrienne Dorison is the Co-Founder of Run Like Clockwork™ alongside her business partner, Mike Michalowicz, where she equips CEOs to design a business and team that can run...

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Nov. 27, 2019

061 The Opportunity in Your Accounts Receivable

A lot of business owners have tens of thousands of dollars hanging out in Accounts Receivable that is more than 30 days old. Where's the opportunity for you and your business, in these owed payments? If your clients owe you money, it’s likely that...

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Nov. 20, 2019

060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin …

My guest today is Donna Leyens of the Provendus Group, and Pumpkin Plan Your Business. Donna is an entrepreneur, a Certified Professional Business Coach and has an MBA in Finance and Entrepreneurial Studies. She spent the early part of her...

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Nov. 13, 2019

059 Planning for 2020 Happens Now

In this episode, what I want for you is to start thinking about 2020, because my friends, it is upon us. Since you get sucked away by the vortex of taxes from January to April, if you don't do business planning for 2020 now, then you're likely to not...

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Nov. 6, 2019

058 How Setting Up Your Ideal Week Saves You Time with Billie Anne Gr…

My guest today is Billie Anne Grigg, the Lead Technical Guide of Profit First Professionals, where she helps accountants, bookkeepers, and financial coaches learn how to leverage the Profit First brand and principles to stand out from their...

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Oct. 30, 2019

057 Create Value for Your Clients with End-of-Year Meetings

Last week I did a training for Profit First Professionals. If you've read the book Profit First by Mike Michalowicz, you may or may not know that he has a membership group associated with a book for accountants, bookkeepers, CPAs and business coaches...

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Oct. 23, 2019

056 How Being A Non-traditional Practice Fuels Growth, with Michelle …

My guest today is Michelle Cooper, owner of Alchemy Accounting in Chilliwack, British Columbia in Canada. Alchemy Accounting works with coaches and consultants around the world who are seeking clarity in their numbers and profitability in their...

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Oct. 16, 2019

055 [Coaching] Mindset Blocks Around Hiring with Dr. Sabrina Starling

Today’s guest is Dr. Sabrina Starling, the business psychologist, author of "How to Hire the Best," and the founder of Tap the Potential.  I invited Dr. Sabrina to be on the show today to talk about hiring, because I know how many of my own...

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Oct. 9, 2019

054 How Narrowing Your Niche Can Help You Grow Faster

I want to talk to you today about what I see as one of the most important or biggest levers that you can pull in your business to help you grow. And that is specializing and narrowing down who you serve.  Narrowing your niche is an incredibly...

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Oct. 2, 2019

053 Adding Advisory Services and the Power of Niching Down with Tracy…

My guest today is Tracy Jepson, founder and owner of TLJ Bookkeeping and Consulting.  Tracy started her bookkeeping practice as a side hustle in an effort to get out of debt. Four years later, her practice now includes small business strategy,...

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Sept. 25, 2019

052 From Solo to a Team of 6 in 5 years with Danielle Hayden of Kicks…

Today’s guest is Danielle Hayden of Kickstart Accounting.  Danielle left her corporate job in 2014 to help small business owners with their numbers and finances. Five years later she runs an accounting practice with six people on staff serving...

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Sept. 18, 2019

Bonus Episode… Announcement from Geraldine

I have something to share with you.  As my own business and coaching practice grows, it's becoming clear to me that my sweet spot is working with CPAs to help them grow their accounting practice.  The results that all of my clients have been...

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