Episodes

May 4, 2022

188 Stop Overcomplicating, Start Simplifying

Sometimes we overcomplicate our offerings and our services for buyers because: 1. we think it's actually complicated or 2. we want it to sound fancy, or 3. we want the buyer to believe that they need our help and they can't do it on their own. ...

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April 27, 2022

187 What to Do When You’re Stuck-in-Indecision

One place that is all too easy to get stuck as a business owner, is in the land of indecision.  As a business owner, I know you know just how many decisions there are to make.  Sometimes it can feel like every decision has to be the right...

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April 20, 2022

186 A Simple Formula for Writing Copy, to Sell Your Accounting Servic…

Knowing what to say on your website so that prospects quickly understand that you are (or are not) the right accountant for them can be difficult.  Here is a simple structure for writing the content, that goes alongside selling your accounting...

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April 13, 2022

185 How to Stop Procrastinating, Self-distracting, and Avoiding Work

I want to round out this 3-part series on TIME with one more episode on unproductive actions we sometimes take that cost us time. When you can recognize familiar patterns it becomes easier to create a new pattern that’s more productive.  I talk...

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April 6, 2022

184 How to Stop Feeling Overwhelmed and Pressured by Time

I want to talk with you today about TIME, because it’s tax season, and if ever there was a time of the year that felt crunched, now is likely it.  When you become aware of how you feel about time, it can help you reduce overwhelm, pressure, and...

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March 30, 2022

183 From Billing Hourly to Up-Front Pricing of Legal Work

Shifting off hourly billing can seem like a daunting task, but if done well, it doesn’t need to be that hard. It does require going against the grain.  Right next door, much of the legal profession still uses hourly billing, but not today’s...

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March 23, 2022

182 Time-Freedom and Productized Services with Paul Klein

Many service providers, including CPAs, start out as generalists who take on every client who needs their services. With a broad focus and no perceived expertise, it’s hard for them to provide enormous value that would justify high fees.  My...

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March 16, 2022

181 Simplifying Your Expertise with The Sketch Guy, Carl Richards

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But business owners are - well - busy - and may have little time or interest in wrapping their head information large and...

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March 16, 2022

181 Simplifying Your Expertise with The Sketch Guy, Carl Richards

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But business owners are - well - busy - and may have little time or interest in wrapping their head information large and...

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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 habits and autopilot thinking around time, we have less...

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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 value that would...

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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, and pay the price in...

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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 innovation is my guest, Jody Padar....

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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 so much easier to...

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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 subject matter, it...

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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 they...

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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 reach and too theoretical to be...

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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 business.  These 5 books are...

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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. Here...

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