Episodes

April 21, 2021

134 5 Keys to Make Your Website Work for Your CPA Firm

Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for anyone, so long as they’re human? Do you look at it and cringe, but you feel overwhelmed or …

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April 14, 2021

133 Cybersecurity for CPA Firms

Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a stealthy hacker to pick off your IP address and …

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April 7, 2021

132 Master Your Sales Conversations

Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the past, and believe that anything to do with sales is a necessary evil, best avoided at all …

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March 31, 2021

131 From CPA to CFO, with thought-leader Jack Sweeney

Today I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their roles. Jack is also the winner of the 2018 Excellence in Financial Journalism Award by the NYSSCPAs. A …

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March 24, 2021

130 CPA Burnout: How to Get Your Energy Back

Resilience for CPAs and Accountants How many days do you feel like you’re running ragged, and just getting to 9pm without a nuclear meltdown is a win? Once in a while, allowing your tank to run all the way down …

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March 17, 2021

129 How to Spend Way Less Time on Email Every Day

GET YOUR TIME BACK BY BEING MORE EFFECTIVE WITH EMAIL Do you ever get sucked into your email Inbox, wander around in there for hours, only to resurface wondering where the time went and why you went in there in …

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March 10, 2021

128 Selling to Serve, with James Ashford of GoProposal

Many accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what the accountant does, and the accountant doesn’t isn’t charging enough to be able to provide the level of service the...

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March 3, 2021

127 How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah …

Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise. Less than 1 year ago, Hannah had less than 100 subscribers on YouTube and a few dozen on her email list. Today, she has …

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Feb. 24, 2021

126 How to Implement Advisory Services with Twyla Verhelst, Leader of…

Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known as Advisory Services. We discuss the difference between what the client needs, and what...

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Feb. 17, 2021

125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Sti…

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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Feb. 10, 2021

124 4 Most Common Hiring Mistakes CPAs Make and What to Do Instead

Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. There is a reason that so many business owners have hiring PTSD and staff that are challenging: hiring correctly …

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Feb. 3, 2021

123 Overcoming Under-earning and Rewire for Wealth with Author Barbar…

Today I speak with Author Barbara Huson (previously known as Barbara Stanny) Overcoming Under-earning and her new book, Rewire for Wealth. Barbara Huson is the leading authority on women, wealth and power. As a bestselling author, financial therapist,...

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Jan. 27, 2021

122 The Pioneer of Value-Based Fees in the Consulting Profession, Ala…

Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearless leadership, and more. What we cover: Value-pricing requires a wholesale...

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Jan. 20, 2021

121 Switching to Advisory Services using Profit First, with Rob Fonca…

Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses. Rob talks about What Profit First is and what it’s not How it helps...

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Jan. 13, 2021

120 Cloud Accounting Technology and Software, with Blake Oliver

Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not...

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Jan. 6, 2021

119 The Traveling CPA: Around the world in 14 minutes

CPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different. Many CPAs, out of concern for their clients, logged extra hours for those clients, to understand PPP, EIDL, and other loan programs to help …

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Dec. 30, 2020

118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for You…

Today I share with you a way of looking at 2021 on your clients’ behalf. While exactly predicting the future is difficult, the year can be broken down into 3 main phases: hunkered-down, re-opening, and post-Covid. We are likely to …

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Dec. 21, 2020

117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm

Have you planned your 2021 yet? Do the time, money, and the math all add up?

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Dec. 16, 2020

116 From Hourly Billing to Flat Rate for Cares Act Documentation

My guest today is Erica Goode. Erica is a freelance finance professional, working with a small handful of clients, focusing on financial forecasts while staying out of tax as much as possible. Many CPAs choose hourly billing when they...

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Dec. 9, 2020

115 Create Space for Amazing Clients By Removing Ones You've Outgrown

If you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at least, for you), but when it comes time to have …

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Dec. 2, 2020

114 CPAs Need to Stop Accepting Trap Money

Trap money is money that looks like good money, but in reality, it’s a trap. Trap Money is important to be able to recognize because it’s one of the factors keeping CPAs under the glass income ceiling and working long …

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Nov. 25, 2020

113 Out of Compliance and into Tax-savvy Stock Option Consulting, wit…

My guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies that are about to IPO, guidance on stock option vesting and selling strategies. These tech professionals who work at top levels inside...

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Nov. 18, 2020

112 Does Your CPA Firm Sell Outcomes or Deliverables?

Today I'm going to dig into what deliverables are and what they sound like in the CPA world, so that you can get better at recognizing them and understand why it's such a problem to sell deliverables. We'll talk about …

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Nov. 11, 2020

111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark

We're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode 106 - Better Pricing Strategies for Accountants. There was so much more to talk about that …

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