Episodes

Nov. 4, 2020

110 15 Phrases to Scrub from your CPA Firm’s Website

Today we’re talking about the copy on your website. Because you might be either alienating prospects who visit your website, or not attracting them to begin with. And because of that, you could be missing out on really good revenue. …

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Oct. 28, 2020

109 The CPA Who Innovates, Wins

Are you stuck thinking about Advisory Services in the commonly accepted tiers of transactional, controller, vCFO? These 3 tiers are great way to begin to think about Advisory Services for CPAs. But why these 3, and only these 3? Here …

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Oct. 21, 2020

108 The Dangers of Listening to CPAs for Wisdom

Guidance and wisdom in the accounting industry tend to be provided by accountants and CPAs. There's a notable absence of expertise and wisdom from thought leaders outside the accounting industry. In order for any profession to advance, it needs to...

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Oct. 14, 2020

107 Are You Building the CPA Firm You Want to Own?

Have you ever heard of a tool called the wheel of life? It's a really simple but powerful tool to help you take stock of the most important areas of your life and visualize which ones are going best and …

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Oct. 7, 2020

106 Better Pricing Strategies for Accountants: Stop Billing by the Ho…

My guest today is Jonathan Stark. Jonathan is 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 TWO podcasts: Ditching Hourly …

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Sept. 30, 2020

105 Mathematical Proof Specializing Will Make You a More Profitable C…

I am here to offer you mathematical proof that different is more profitable. The best possible strategy to becoming more profitable without having to work so hard includes specializing. A few weeks back, a well-known software developer...

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Sept. 23, 2020

104 How Much Would a CPA Pay for a Kid's Bike?

Today I want to talk to you today about how to price a bicycle. Now you might be wondering, what has this got to do with being a CPA? What does the price of a bike have to do with …

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Sept. 16, 2020

103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily …

Today’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators. While many accountants focus primarily on making sense of the past, Emily works with her clients to know the future of...

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Sept. 9, 2020

102 A High-Margin CPA Firm: It’s Easier than You Think

Today we're talking about your business. Is it a lot of work? Do you spend it too many hours or more hours than you want in front of a screen toiling away? At the end of a long work week, …

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Sept. 2, 2020

101 How a CPA Can Raise Prices with Confidence

Today I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA contributed to their success can help you feel more confident in your pricing. …

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Aug. 26, 2020

100 The Conversation That Will Propel Your Accounting Practice

It’s just too easy to assume that your clients want only what they come to you for, and then, simply, serve them up the usual menu of accounting and tax. The problem is that your best clients likely want so …

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Aug. 19, 2020

099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & …

Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners virtually across the US. She utilizes her expertise in tax and finance to empower her clients to discover and …

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Aug. 12, 2020

098 A Framework is Essential to CPAs Working Less and Earning More

Today we're talking about how creating your own signature framework can be a gamechanger in your accounting practice. A framework is your process or methodology, your approach of how you work with your clients. It's the process you walk your …

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Aug. 5, 2020

097 Get Reading Outside the Accounting Box

What’s on your summer reading list? Now that the July 15th deadline is behind us, hopefully you have a bit more discretionary time to read the latest releases on finances. Now, I don't need to tell you why to read …

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July 29, 2020

096 Accounting Marketing Doesn’t Suck, with Hugh Duffy, CEO of Build …

Today’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc. Hugh is the leading marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. With more than thirty …

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July 22, 2020

095 CPAs Land Better Clients Using This Strategy

In this episode, you get a different way of thinking about the proposal and it's called a choice of yeses. A yes or no choice pits you and your buyer against each other. But when you give your prospect options, …

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July 15, 2020

094 Did Your Accounting Practice Take a COVID Detour?

If COVID has taken your accounting practice on a long, unexpected detour, it's time to pause and ask yourself where you are relative to your goals. And given where you are, what is the best path to get you to …

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July 8, 2020

093 Prediction: Forecasting Will Benefit Your Accounting Business

Business owners across the country are wondering, more like, dying to know, what the impacts of COVID might be to their business, their revenue, and their cash flow. They want to know the best case, worst case and likely case …

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July 1, 2020

092 Level the Playing Field with Germeen Guillaume of Visionary Accou…

Today’s guest is Germeen Guillaume (GEE-YOME), Founder of Visionary Accounting Group. Germeen founded Visionary Accounting Group in 2015 and has been helping nonprofits leverage technology as a means to gain deeper financial insight and real...

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June 24, 2020

091 Is Your Accounting Niche Niche-y Enough?

Today, we're talking about how niching can bring you one step closer to earning more while working less. Having a clear niche as a CPA is the single biggest thing you can do to get you off the hamster wheel …

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June 17, 2020

090 How to Design vCFO Services, with Adam Hale, COO of Summit CPA Gr…

Today’s guest is Adam Hale, Co-Founder and COO of Summit CPA Group. Summit CPA Group is the leading provider of Virtual CFO Services in North America. Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and...

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June 10, 2020

089 [Coaching] How to Attract More of the Right Clients, with Annette…

Today’s guest is Annette Bevers, a solo CPA based in northern California. I wanted to have Annette on because she has many of the classic challenges that CPAs face when they say yes to most types of work that arrive …

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June 3, 2020

088 The Case of the $475K Proposal: Did They Accept?

I have a story for you today about what is possible in your business. So often the thing I hear from my clients is that one of the reasons they wanted help working together was that they knew that bigger …

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May 27, 2020

087 You Create Work-Life Harmony, with Amy Vetter, CEO of the B3 Meth…

Today’s guest is Amy Vetter. Amy is the CEO of the B3 Method® Institute, a keynote speaker, corporate board member, author, and contributor to Inc.com and Entrepreneur.com. Amy authored the book: Business, Balance & Bliss: How the B3 Method Can...

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