Episodes

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

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

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

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…

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…

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

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…

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 …

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

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

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

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…

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

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

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 …

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

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…

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…