Episodes

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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March 31, 2021

131 From CPA to CFO, with thought-leader Jack Sweeney

Today I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their role…

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March 24, 2021

130 CPA Burnout: How to Get Your Energy Back

Resilience for CPAs and Accountants How many days do you feel like you’re running ragged, and just getting to 9pm without a nucle…

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March 17, 2021

129 How to Spend Way Less Time on Email Every Day

GET YOUR TIME BACK BY BEING MORE EFFECTIVE WITH EMAIL Do you ever get sucked into your email Inbox, wander around in there for ho…

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March 10, 2021

128 Selling to Serve, with James Ashford of GoProposal

Many accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what …

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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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