Episodes

May 17, 2023

244 Get More from Technology with Joe Woodard

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink. Here today to talk with me about effectively...

Episode page
May 10, 2023

243 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Niching is not a one-time task but an ongoing discovery process and refining and developing your expertise. It can be a powerful tool for CPAs who want …

Episode page
April 26, 2023

241 How to Get Down to 25 Hours

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: The hustle can be tempting: all that activity seems to have a positive effect. Hustle too much, and risk becoming stretched too thin across too many areas …

Episode page
April 21, 2023

Bonus: Go Down to 40 Hours in CPA Mastermind

Registration for Down to 40 Hours CPA Mastermind is open! The summer cohort kicks off May 1st. Create higher-paying clients without working more hours. Simplify your accounting practice so you can grow and scale without more effort from your...

Episode page
April 19, 2023

240 Offer One-Time Intensives with Sheila Hansen, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Acquiring and retaining clients is crucial for maintaining a successful accounting practice. But not all potential clients are the right fit for an...

Episode page
April 18, 2023

239 Finding Your Niche with Matt Chiappetta, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Starting an accounting practice from scratch can be a challenging journey for any entrepreneur. One of the biggest challenges for a new CPA firm owner is...

Episode page
April 17, 2023

238 Getting Control of Your CPA Firm with Laurie Rauk

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: It's not uncommon for CPA business owners to find themselves overworked and swamped with too many clients. It's easy to feel overwhelmed, like you're losing...

Episode page
April 12, 2023

237 40 Hours Fiction

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: The need to work 40 hours a week is entirely fictional. You don’t need to work a 40-hour workweek just because that’s the standard, and because there’s …

Episode page
April 5, 2023

236 Why CPAs Get Stuck & How to Fix It

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: When you better understand the nature of your problem – if it’s tactical or mindset in nature – you can make better sense of your experience in …

Episode page
March 29, 2023

235 Advanced Decisions

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: I've been asking myself for a long time: What are the common characteristics among my clients who make the most progress towards their own version of success …

Episode page
March 22, 2023

234 Time's Up! with Ron Baker: Subscription Business Model for CPA F…

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support? Many CPA...

Episode page
March 15, 2023

233 Time's Up! with Ron Baker: Subscription Business Model for CPA Fi…

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support? Many CPA...

Episode page
March 8, 2023

232 *You Can* Master Your Time and Calendar, with Dawn Goldberg

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Many accountants and CPAs (and business owners!) struggle to manage their time and use it to get done what they want. When they lose a grip on …

Episode page
March 1, 2023

231 Seven Stages of Change

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Lots of people don’t like change. They have enough going on, thank you very much, and one more thing to change is one more thing they have …

Episode page
Feb. 22, 2023

230 How To Have A Stress-Free Tax Season, with Dawn Goldberg, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Not all accountants and CPAs get stressed during tax season. They've got their systems down. Stress isn't their go-to thing. But for many CPAs and...

Episode page
Feb. 15, 2023

229 Get Paid in Full Up Front for Tax Returns

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Would you love to get paid in full up front for tax returns? There’s a long history of paying for your tax return when you pick it …

Episode page
Feb. 8, 2023

228 Selling Ingredients

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Can you tell what this is? Sugar, unbleached enriched flour (wheat flour, niacin, reduced iron, thiamine mononitrate, riboflavin, folic acid), palm oil, cocoa...

Episode page
Feb. 1, 2023

227 The Problem You Solve

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Your clients buy a solution to a problem they have. And the better you get at understanding the nature of their problem, talking to them about their …

Episode page
Jan. 25, 2023

226 Why We Work Too Much

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Falling into the trap of working too much is a common place to land. But working too much doesn’t have to be a thing, even though it’s …

Episode page
Jan. 18, 2023

225 Selling Summit CPA for Multiples with Jody Grunden

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an …

Episode page
Jan. 11, 2023

224 Time Creation: 7 Ways to Get Hours Back in Your Accounting Firm

*Want one piece of business strategy delivered daily to your inbox?* Subscribe: You can create time. You don’t have to be busy all the time. The accounting space mostly believes that CPAs work long hours, and that’s just “how it...

Episode page
Jan. 4, 2023

223 Time + Work ≠ Money: Value Creation for CPAs

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: In this episode, we're talking about value creation. In the accounting space, it’s easy for the firm owner to think that revenue comes from clients, work,...

Episode page
Dec. 28, 2022

222 Holiday Accounting Humor with Hazel and Remy

Happy holidays! Enjoy the annual tradition of accounting humor, hosted by Geraldine’s two kids, Hazel and Remy. This year: Top Ten 10 Signs of a Bad Accountant. Wishing you all the best in 2023! *Want one piece of business strategy …

Episode page