All Episodes

March 3, 2021

127 How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah …

Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise.  Less than 1 year ago, Hannah had less…

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Feb. 24, 2021

126 How to Implement Advisory Services with Twyla Verhelst, Leader of…

Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory S…

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Feb. 17, 2021

125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Sti…

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What the…

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Feb. 10, 2021

124 4 Most Common Hiring Mistakes CPAs Make and What to Do Instead

Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. …

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Feb. 3, 2021

123 Overcoming Under-earning and Rewire for Wealth with Author Barbar…

Today I speak with Author Barbara Huson (previously known as Barbara Stanny) Overcoming Under-earning and her new book, Rewire fo…

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Jan. 27, 2021

122 The Pioneer of Value-Based Fees in the Consulting Profession, Ala…

Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, …

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Jan. 20, 2021

121 Switching to Advisory Services using Profit First, with Rob Fonca…

Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business an…

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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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Dec. 2, 2020

114 CPAs Need to Stop Accepting Trap Money

Trap money is money that looks like good money, but in reality, it’s a trap.  Trap Money is important to be able to recognize bec…

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Nov. 25, 2020

113 Out of Compliance and into Tax-savvy Stock Option Consulting, wit…

My guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies that are about to IPO, …

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Nov. 18, 2020

112 Does Your CPA Firm Sell Outcomes or Deliverables?

Today I'm going to dig into what deliverables are and what they sound like in the CPA world, so that you can get better at recogn…

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Nov. 11, 2020

111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark

We're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode …

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Nov. 4, 2020

110 15 Phrases to Scrub from your CPA Firm’s Website

Today we’re talking about the copy on your website. Because you might be either alienating prospects who visit your website, or n…

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