Episodes

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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Oct. 28, 2020

109 The CPA Who Innovates, Wins

Are you stuck thinking about Advisory Services in the commonly accepted tiers of transactional, controller, vCFO? These 3 tiers a…

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Oct. 21, 2020

108 The Dangers of Listening to CPAs for Wisdom

Guidance and wisdom in the accounting industry tend to be provided by accountants and CPAs. There's a notable absence of expertis…

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Oct. 14, 2020

107 Are You Building the CPA Firm You Want to Own?

Have you ever heard of a tool called the wheel of life? It's a really simple but powerful tool to help you take stock of the most…

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Oct. 7, 2020

106 Better Pricing Strategies for Accountants: Stop Billing by the Ho…

My guest today is Jonathan Stark. Jonathan is a former software developer who is on a mission to rid the world of hourly billing.…

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Sept. 30, 2020

105 Mathematical Proof Specializing Will Make You a More Profitable C…

I am here to offer you mathematical proof that different is more profitable.  The best possible strategy to becoming more profita…

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Sept. 23, 2020

104 How Much Would a CPA Pay for a Kid's Bike?

Today I want to talk to you today about how to price a bicycle. Now you might be wondering, what has this got to do with being a …

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Sept. 16, 2020

103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily …

Today’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators.  While m…

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Sept. 9, 2020

102 A High-Margin CPA Firm: It’s Easier than You Think

Today we're talking about your business. Is it a lot of work? Do you spend it too many hours or more hours than you want in front…

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Sept. 2, 2020

101 How a CPA Can Raise Prices with Confidence

Today I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA contrib…

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