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 …
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...
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, …
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. …
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 …
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 …
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 …
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 …
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 …
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, …
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 …
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 …
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...
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 …
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...
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 …
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 …
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...
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...
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...
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...
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 …
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...
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...