Episodes

May 20, 2020

086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Found…

My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. Jody is passionate about changing the way people think about accounting. As the author of , Jody...

Episode page
May 13, 2020

085 Designing Systems for Great Customer Experience, with Claire Stew…

Today’s guest is Claire Stewart, the Founder of Cartmill Stewart. Claire and her partner have totally dialed in their systems to run an efficient practice, including having gone paperless. Systems and workflows are a common pain point...

Episode page
May 6, 2020

084 Women: Speak Up in Your Field, with Carol Cox

Today’s guest is Carol Cox. Carol is the founder of Speaking Your Brand®, a coaching and training company that helps women entrepreneurs and leaders around the world create their signature talks, whether it’s for a keynote, TED talk, conference...

Episode page
April 27, 2020

083 Fix This Next in Your Accounting Practice, with Fix This Next Aut…

Mike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a …

Episode page
April 22, 2020

082 [Coaching] Logic vs Intuition: How to Choose Fulfilling Work, wit…

Today’s guest is Erica Goode, a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 finance, and small business accounting. She has a passion for creating cashflow forecasts and long-range plans that...

Episode page
April 15, 2020

081 Time to Rethink Your Pricing Strategy? with Ron Baker, Founder of…

Today’s guest is Ron Baker. Ron is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is the author of seven best-selling books, including Professional’s Guide to Value Pricing and...

Episode page
April 8, 2020

080 [Series] Lies of the Accounting Industry: #1 - Charge What You're…

I’m kicking off a new series of episodes, Lies of the Accounting Industry. What I want to do in this series of episodes is bring up these mindset challenges, pieces of dogma, myths and so on, that I think are …

Episode page
April 1, 2020

079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Z…

Today’s guest is Heather Zeitzwolfe, a CPA certified with the State of Oregon’s Board of Accountancy and a member of the AICPA. Heather was excited for the opportunity to do an on air coaching call to come on the podcast …

Episode page
March 25, 2020

078 How to Design Better Workflows in Your Business, with David Crist…

Today’s guest is David Cristello, Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build a better firm through managing all their client work in a single, easy to use application. He's also the...

Episode page
March 18, 2020

077 Tips For Staying Present In The Face Of Uncertainty

Today we are interrupting common narratives heard out there and wanted to provide you with a counter-narrative, to the assumption that people must be or should be anxious and stressed. Coronavirus is spreading through our communities. We have options...

Episode page
March 11, 2020

076 Are You Selling at a Discount to Full-Price Buyers?

This week, we're talking about value-based fees and pricing. I want to share with you some different perspectives that may loosen the tangle of logic emotion, guilt, fear, and obligation we have around money and pricing. What I hear my …

Episode page
March 4, 2020

075 How to Keep the Scope Creeps at Bay, with Jenn Barley of Kickstar…

I wanted to talk with Jenn to tap her expertise about boundaries. So many of the challenges business owners face come back to clear and strong boundaries. Things like scope creep, meetings going long, staying late at the office, giving …

Episode page
Feb. 26, 2020

074 Ways to Keep Stress Under Control in Tax Season, with Christine L…

Today’s guest is Christine Lustik, PhD, owner of Mindfulness in Organizations. After spending 14 years in leadership and the arena of online higher education, Christine transitioned to a role of helping teams, and the individuals in them, to...

Episode page
Feb. 19, 2020

073 Does Money Find You Attractive?

Today I'm returning to the topic of sending mixed signals to money, resenting money and learning to love money. First, let’s go back to The basic idea in that episode is that in our lives and in our businesses, a …

Episode page
Feb. 12, 2020

072 Are You Wiping Out Often Enough?

Today, I have a few stories to tell. About driving in the snow, hockey, ice skating, skiing, and sports in general. Then I relate all these stories to things that we can do to move our business forward: Steer towards …

Episode page
Feb. 5, 2020

071 How to Help Your Clients Build A Better World, with Steve Pipe, f…

Today’s guest is officially the world’s most highly rated advisor to accountants. Steve Pipe is a best-selling author, dynamic speaker and founder of Accountants Changing the World and the AVN Association of Proactive UK Accountants. I wanted to...

Episode page
Jan. 29, 2020

070 Be Strategic About Your CPEs, with Melisa Galasso of Galasso Lear…

**Listener survey - help shape the podcast to what you want to hear!** Today’s guest is Melisa Galasso. She is the founder of Galasso Learning Solutions, where she offers custom, continuing professional education to CPAs, focused on...

Episode page
Jan. 22, 2020

069 Guiding Clients to Profitability with Lisa Campbell, Owner of the…

**Listener survey - help shape the podcast to what you want to hear!** Today’s guest is Lisa Campbell, founder of The Marcam Group, where she guides her clients to profitability as a Profit First strategist. I wanted to have her...

Episode page
Jan. 15, 2020

068 The Process of Niching Down to E-commerce Business Owners, with o…

My guest today is Cyndi Thomason. Cyndi Thomason is the author of the bestselling book, Profit First for Ecommerce Sellers. She is a Mastery Level Certified Profit First Professional, and the founder and president of Bookskeep. Cyndi devotes much of...

Episode page
Jan. 8, 2020

067 Best Reads from 2019

I wanted to start the year off with top five books and reviews from 2019, but I couldn't help myself and I got to at least nine. There were so many great reads that I got through this year. I …

Episode page
Jan. 1, 2020

066 Happy New Year - Now Raise Your Prices

Wishing you a Happy New Year and a very prosperous 2020! I’m closing out the year with a few more jokes from Hazel and a question. What if you raised your prices by 10% and dropped 10% of your clients? …

Episode page
Dec. 25, 2019

065 Happy Holidays from Hazel and Me

It’s the holiday season, and it's time to step away from the mic so that I can spend time with my loved ones. And same for you. In this episode, you’ll hear my four year old girl Hazel bust out …

Episode page
Dec. 18, 2019

064 Why & How to Claim Your Google My Business Profile, with Sommer P…

Today’s guest is Sommer Poquette, Founder and CEO of Keep It Real Social. Sommer is an expert in Google Business, and I wanted to have her on today to talk about Google My Business and the Google My Business listing, …

Episode page
Dec. 11, 2019

063 How to Get Started Adding Advisory Services

I want to talk to you today about adding advisory services. I want to share with you my perspective of what I see from the outside looking in, what I hear from other business owners, about what business owners want …

Episode page