Episodes

April 6, 2022

184 How to Stop Feeling Overwhelmed and Pressured by Time

I want to talk with you today about TIME, because it’s tax season, and if ever there was a time of the year that felt crunched, n…

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March 30, 2022

183 From Billing Hourly to Up-Front Pricing of Legal Work

Shifting off hourly billing can seem like a daunting task, but if done well, it doesn’t need to be that hard. It does require goi…

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March 23, 2022

182 Time-Freedom and Productized Services with Paul Klein

Many service providers, including CPAs, start out as generalists who take on every client who needs their services. With a broad …

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March 16, 2022

181 Simplifying Your Expertise with The Sketch Guy, Carl Richards

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But b…

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March 16, 2022

181 Simplifying Your Expertise with The Sketch Guy, Carl Richards

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But b…

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March 9, 2022

180 How CPAs Can Create More Time During Busy Season

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 c…

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March 2, 2022

179 Digital Products, Courses, and 90% Margins with The Real Estate C…

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a ret…

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Feb. 23, 2022

178 Killer Niches for CPAs with Tom Wheelwright

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…

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Feb. 16, 2022

177 How Money, Automation, and Software Change Tax with Jody Padar

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 u…

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Feb. 9, 2022

176 Behind the Scenes: What Business Owners Want from CPAs with Shell…

Many business owners struggle with their financials, especially early on in their businesses when they can lack a basic understan…

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Feb. 2, 2022

175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, C…

The idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax a…

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Jan. 26, 2022

174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hut…

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a ret…

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Jan. 19, 2022

173 Should CPAs Put Prices on Their Website?

If your aim is to work less and make more, there are many benefits to putting some prices on your website, without getting pigeon…

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Jan. 12, 2022

172 Subscription Pricing Strategies with Mark Stiving

Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and many still work by the hour. Subscript…

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Jan. 5, 2022

171 How to Stop People Pleasing with Sara Bybee Fisk

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here:   Many CPAs struggle with people-pleasi…

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Dec. 29, 2021

170 Year-End Accountant Jokes from Hazel and Remy

My two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy! Want to find ou…

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Dec. 22, 2021

169 Five Key Business Books for CPAs from 2021

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 excellen…

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Dec. 15, 2021

168 Subscription: Create a More Valuable Business with John Warrillow

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Subscription is all the rage in softw…

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Dec. 8, 2021

167 Specializing in Stock-Option Tax Strategy and Consulting, with Mi…

Want one piece of business strategy delivered daily to your inbox? Subscribe here:   My guest today is Minnie Lau, CPA, who curr…

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Dec. 1, 2021

166 How CPAs Can Build and Monetize Authority with Rochelle Moulton

Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the ra…

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Nov. 24, 2021

165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients cl…

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Nov. 17, 2021

164 Could Your Clients be Ready for Family Office Services? With Anth…

With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks…

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Nov. 10, 2021

163 How CPA Firms can Hire Well During Covid-times with Mark Goldman

Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times.  Demand for accountants…

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Nov. 3, 2021

162 How to Sell a CPA Firm for Optimal Price with Brannon Poe

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, i…

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