Episodes

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 crunched, now is likely it. But if we simply fall into our …

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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 return. Because they don’t go deep into one subject matter, it makes it hard to provide the enormous …

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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 turn people away, and what if there’s a recession? Consequently, most CPAs work as generalists, …

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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 up is a minimum requirement. Here today to talk with me about tech and automation …

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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 understanding of financials and can not have the budget to hire quality accounting support. As accountants, listeners to this...

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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 and accounting is strong. But honing in on a segment of the marketplace makes your business …

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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 return. As a result, their focus is broad, but diffuse, and because they don’t go deep into one …

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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 pigeonholed or committed to something that’s not viable. Highlights: — “Most buyers have some sense of what …

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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. Subscription of course is a hot topic. But for many CPAs, that business model feels too far out of …

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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-pleasing – saying yes, when they might prefer to say no. As a habit, it can result in all kinds of undesired...

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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 out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here:

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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 excellent writing that’s out there, that can help you move forward more effectively in your …

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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 software and in other industries, but the accounting industry is hardly speedy on the uptake. While the value appears to...

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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 currently runs a tax practice helping clients optimize their stock options. 18 months ago, Minnie called out of the...

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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 race for optimized efficiency is on. But there's another path and that path is not automation. It's authority. …

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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 clean up their messy books and understand their cash position, so they can better capitalize on opportunities. …

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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 who need more support managing their assets. But without a framework for helping these people, it can be difficult...

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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 is high, and seats are hard to fill. Here today to talk with me about hiring and …

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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, is a good business strategy, and will improve the value of what you build. …

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Oct. 27, 2021

161 Have the Confidence to Pivot and Create Bigger Things as a CPA wi…

Today we are talking about how to create a different future for yourself, even if you believe strongly in reality. Here today to talk with me about this problem is my guest, Kara Gaisie. Kara Gaisie is an ex-CPA turned …

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Oct. 20, 2021

160 How to Price CPA Advisory Services

Want to attend Ten Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. …

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Oct. 13, 2021

BONUS: Free Training Series - Work Less Without Losing Revenue

Link for FREE training series: Ready to get your life back after two hellish tax seasons? Join me for the FREE October Training Series: “10 Essentials for Working Less Without Losing a Dime in Revenue.” Ten great topics over 10...

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Oct. 13, 2021

159 How to Package CPA Advisory Services

Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. …

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Oct. 6, 2021

158 How CPAs Can Write Better Proposals without Having to Be Good Wri…

CPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. Never to hear from the prospect again. Another problem is that you send out …

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