Episodes

Sept. 29, 2021

157 Altitudes of Involvement for CPAs with Jonathan Stark

This week we welcome back Jonathan Stark, 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 Ditching Hourly, and writes a …

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Sept. 22, 2021

156 Get Different, Get Noticed: Better Marketing for CPAs with Mike M…

Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually …

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Sept. 15, 2021

155 BONUS - Pricing in a Nutshell, for CPAs

JOIN or WATCH REPLAY – Pricing in a Nutshell SUBSCRIBE – Hourly billing is like radioactive waste: invisible, and given enough time and quantity, it'll kill you. Make the shift to pricing your services and reap the benefits, like 3x'ing...

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Sept. 15, 2021

155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy

As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, what are we talking about? Meetings of course are …

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Sept. 8, 2021

154 Help Your Advisory Clients See the Power in their Data with Fathom

For business owners to make more money, it helps if they can make better informed decisions. And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental …

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Sept. 1, 2021

153 A Formula for Quantifying Value with Mark Stiving, PhD

Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time, and ease of access. While they understand that these things are valuable, it’s not widely understood how they …

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Aug. 25, 2021

152 How to Build $250K in CPA Advisory Services in 4 Months

Many of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the countless details and its never ending so-called quick questions from clients. But before you …

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Aug. 18, 2021

151 Design and Create Pricing Strategies from a Value Standpoint Part…

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …

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Aug. 11, 2021

150 Design and Create Pricing Strategies from a Value Standpoint Part…

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …

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Aug. 4, 2021

149 How to Leverage Accounting Automation with Ryan Lazanis

There is endless conversation about technology, software, and automation disrupting the accounting space. Do you feel like your systems are pretty much automated, where you can just show up and mouse click one button, and it spits out all the...

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July 28, 2021

148 5 Productivity Apps to Save You Hours

Here are 5 apps, extensions, and plugins that can make your life easier. - Available on Android and Mac - I use it on my iPhone but for short things I just use the built in keyboard shortcuts, especially for …

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July 21, 2021

147 Subscription Business Model: Build Greater Wealth in Your CPA Fir…

Subscription pricing is all the rage right now. Most CPAs are stuck when it comes to pricing - some have moved to flat-rate or subscription pricing, but many - if not most - still bill by the hour. What they …

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July 14, 2021

146 Results-Driven Design with Ben Manley

There’s an industry-wide gravitational force toward regular hour-long meetings. Somewhere along the way it was decided that hourly meetings held weekly, monthly or quarterly are the way to deliver services. It may be true that regular meetings...

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July 7, 2021

145 Pricing Tools for CPAs, Made Simple

Want to find out how to get CPE for this episode? Get on my Daily Email List for up-to-date information on all the courses I offer that qualify for CPE. Subscribe at SheThinksBigCoaching.com VALUE-PRICING Value pricing is best for...

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June 30, 2021

144 How to Raise Your Rates as a CPA

These questions often comes up: “How to I raise my rates?” and “How much should I charge?” and “How do I price this service?” The answer appears to be quite simple: Apply logic. Logic says raise your rates. Therefore, raise …

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June 23, 2021

143 How to Price Intangibles

Intangibles have value. And value is the precursor to price. If you’re not great at measuring so called intangibles, you won’t appreciate their value, and if you don’t appreciate their value, you’ll underprice, and when you underprice,...

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June 16, 2021

142 From Impossible to Exponential Growth: The CPA Mindset

Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode. Last week on the podcast I have Catherine Ozment, CPA. She and I have been working together for just shy of a year, and …

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June 9, 2021

141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment

Many of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near steady …

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June 2, 2021

140 BS CPA LINGO BINGO

Today we’re playing BS CPA LINGO BINGO. Lingo in the accounting space that makes some of us kind of crazy. There are five terms that are especially problematic for CPAs and accountants that slow business growth. In...

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May 26, 2021

139 Drive Outcomes for Your Clients with Geni Whitehouse

Being a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as possible, I can distill a few key problems: being a generalist, billing instead of pricing, and focusing …

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May 19, 2021

138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Kolt…

Waiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve spent a lifetime building. If you want to optimize the sale price of your business, it …

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May 12, 2021

137 Rolling Forecasts: How to Explore Risk and Opportunity with Your …

Should you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when it comes to implementing, you’re a bit deer in the headlights? Shifting into forecasting and scenario planning for …

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May 5, 2021

136 How CPAs Can Build a Sales Process That Can be Optimized, then De…

Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation? Avoiding sales leads directly to avoiding revenue, and the cost to your firm in the way of business left …

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April 28, 2021

135 ERC: Clarifying 3 Common Areas of Ambiguity

There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date. My guest today is Randy Crabtree, co-founder …

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