Latest Episode
120 Cloud Accounting Technology and Software, with Blake Oliver

Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav.    What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not...

The CPA business model is broken. 

Hourly billing is tragic, broad expertise is really shallow expertise, and selling tax isn't it.

As your host, I provide road-tested solutions to these problems to help you create a thriving accounting practice so you can get your life back.

Recent Episodes

Jan. 13, 2021

120 Cloud Accounting Technology and Software, with Blake Oliver

Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav.    What we cover: Where…

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Jan. 6, 2021

119 The Traveling CPA: Around the world in 14 minutes

CPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different.  Many CPAs, out of concern for their clie…

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Dec. 30, 2020

118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for You…

Today I share with you a way of looking at 2021 on your clients’ behalf.  While exactly predicting the future is difficult, the y…

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Dec. 21, 2020

117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm

Have you planned your 2021 yet? Do the time, money, and the math all add up?

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Dec. 16, 2020

116 From Hourly Billing to Flat Rate for Cares Act Documentation

My guest today is Erica Goode.  Erica is a freelance finance professional, working with a small handful of clients, focusing on f…

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Dec. 9, 2020

115 Create Space for Amazing Clients By Removing Ones You've Outgrown

If you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at le…

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