Episodes

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 …

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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 iPh…

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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 s…

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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 hour…

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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 offe…

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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…

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June 23, 2021

143 How to Price Intangibles

Intangibles have value. And value is the precursor to price.  If you’re not great at measuring so called intangibles, you won’t a…

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June 16, 2021

142 From Impossible to Exponential Growth: The CPA Mindset

Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode.  Last week on the podcast I have Cathe…

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June 9, 2021

141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment

Many of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountai…

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June 2, 2021

140 BS CPA LINGO BINGO

Today we’re playing BS CPA LINGO BINGO.    Lingo in the accounting space that makes some of us kind of crazy.  There are five ter…

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May 26, 2021

139 Drive Outcomes for Your Clients with Geni Whitehouse

Being a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as po…

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May 19, 2021

138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Kolt…

Waiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve sp…

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May 12, 2021

137 Rolling Forecasts: How to Explore Risk and Opportunity with Your …

Should you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when i…

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May 5, 2021

136 How CPAs Can Build a Sales Process That Can be Optimized, then De…

Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation?  Avoiding sales lead…

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April 28, 2021

135 ERC: Clarifying 3 Common Areas of Ambiguity

There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest,…

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April 21, 2021

134 5 Keys to Make Your Website Work for Your CPA Firm

Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for…

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April 14, 2021

133 Cybersecurity for CPA Firms

Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a s…

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April 7, 2021

132 Master Your Sales Conversations

Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the…

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