Episodes

Nov. 24, 2021

165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities.  ...

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Nov. 17, 2021

164 Could Your Clients be Ready for Family Office Services? With Anth…

With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets.  But without a framework for helping these people, it can be difficult...

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Nov. 10, 2021

163 How CPA Firms can Hire Well During Covid-times with Mark Goldman

Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times.  Demand for accountants is high, and seats are hard to fill.  Here today to talk with me about hiring and staffing challenges is Mark...

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Nov. 3, 2021

162 How to Sell a CPA Firm for Optimal Price with Brannon Poe

Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, is a good business strategy, and will improve the value of what you build.  Here today to talk with me about what he...

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Oct. 27, 2021

161 Have the Confidence to Pivot and Create Bigger Things as a CPA wi…

Today we are talking about how to create a different future for yourself, even if you believe strongly in reality.  Here today to talk with me about this problem is my guest, Kara Gaisie. Kara Gaisie is an ex-CPA turned coach, who works with...

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Oct. 20, 2021

160 How to Price CPA Advisory Services

Want to attend Ten Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at   Today we’re talking...

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Oct. 13, 2021

BONUS: Free Training Series - Work Less Without Losing Revenue

Link for FREE training series:   Ready to get your life back after two hellish tax seasons? Join me for the FREE October Training Series: “10 Essentials for Working Less Without Losing a Dime in Revenue.”   Ten great topics over 10...

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Oct. 13, 2021

159 How to Package CPA Advisory Services

Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at...

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Oct. 6, 2021

158 How CPAs Can Write Better Proposals without Having to Be Good Wri…

CPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. Never to hear from the prospect again. Another problem is that you send out the proposal, the client or prospect comes...

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Sept. 29, 2021

157 Altitudes of Involvement for CPAs with Jonathan Stark

This week we welcome back Jonathan Stark, 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 Ditching Hourly, and writes a daily newsletter on pricing for...

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Sept. 22, 2021

156 Get Different, Get Noticed: Better Marketing for CPAs with Mike M…

Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually better....

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Sept. 15, 2021

155 BONUS - Pricing in a Nutshell, for CPAs

JOIN or WATCH REPLAY – Pricing in a Nutshell SUBSCRIBE – Hourly billing is like radioactive waste:  invisible, and given enough time and quantity, it'll kill you. Make the shift to pricing your services and reap the benefits, like 3x'ing...

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Sept. 15, 2021

155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy

As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, what are we talking about? Meetings of course are great opportunities to add value for...

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Sept. 8, 2021

154 Help Your Advisory Clients See the Power in their Data with Fathom

For business owners to make more money, it helps if they can make better informed decisions.  And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental extrapolation to...

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Sept. 1, 2021

153 A Formula for Quantifying Value with Mark Stiving, PhD

Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time, and ease of access. While they understand that these things are valuable, it’s not widely understood how they can be...

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Aug. 25, 2021

152 How to Build $250K in CPA Advisory Services in 4 Months

Many of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the countless details and its never ending so-called quick questions from clients. But before you know it, you're working 70...

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Aug. 18, 2021

151 Design and Create Pricing Strategies from a Value Standpoint Part…

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 because they don’t fully...

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Aug. 11, 2021

150 Design and Create Pricing Strategies from a Value Standpoint Part…

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 because they don’t fully...

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Aug. 4, 2021

149 How to Leverage Accounting Automation with Ryan Lazanis

There is endless conversation about technology, software, and automation disrupting the accounting space.  Do you feel like your systems are pretty much automated, where you can just show up and mouse click one button, and it spits out all the...

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July 28, 2021

148 5 Productivity Apps to Save You Hours

Here are 5 apps, extensions, and plugins that can make your life easier.    - Available on Android and Mac - I use it on my iPhone but for short things I just use the built in keyboard shortcuts, especially for all the forms that need...

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July 21, 2021

147 Subscription Business Model: Build Greater Wealth in Your CPA Fir…

Subscription pricing is all the rage right now.  Most CPAs are stuck when it comes to pricing - some have moved to flat-rate or subscription pricing, but many - if not most - still bill by the hour. What they often struggle to understand is the...

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July 14, 2021

146 Results-Driven Design with Ben Manley

There’s an industry-wide gravitational force toward regular hour-long meetings.  Somewhere along the way it was decided that hourly meetings held weekly, monthly or quarterly are the way to deliver services. It may be true that regular meetings...

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July 7, 2021

145 Pricing Tools for CPAs, Made Simple

Want to find out how to get CPE for this episode? Get on my Daily Email List for up-to-date information on all the courses I offer that qualify for CPE.  Subscribe at SheThinksBigCoaching.com   VALUE-PRICING Value pricing is best for...

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June 30, 2021

144 How to Raise Your Rates as a CPA

These questions often comes up: “How to I raise my rates?” and “How much should I charge?” and “How do I price this service?” The answer appears to be quite simple: Apply logic. Logic says raise your rates. Therefore, raise your...

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