Should you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when i…
Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation? Avoiding sales lead…
There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest,…
Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for…
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…
Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the…
Today I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their role…
Resilience for CPAs and Accountants How many days do you feel like you’re running ragged, and just getting to 9pm without a nucle…
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…
Many accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what …
Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise. Less than 1 year ago, Hannah had less…
Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory S…
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What the…
Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. …
Today I speak with Author Barbara Huson (previously known as Barbara Stanny) Overcoming Under-earning and her new book, Rewire fo…
Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, …
Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business an…
Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. What we cover: Where…
CPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different. Many CPAs, out of concern for their clie…
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…