All Episodes

June 24, 2020

091 Is Your Accounting Niche Niche-y Enough?

Today, we're talking about how niching can bring you one step closer to earning more while working less. Having a clear niche as …

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June 17, 2020

090 How to Design vCFO Services, with Adam Hale, COO of Summit CPA Gr…

Today’s guest is Adam Hale, Co-Founder and COO of Summit CPA Group.  Summit CPA Group is the leading provider of Virtual CFO Serv…

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June 10, 2020

089 [Coaching] How to Attract More of the Right Clients, with Annette…

Today’s guest is Annette Bevers, a solo CPA based in northern California.  I wanted to have Annette on because she has many of th…

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June 3, 2020

088 The Case of the $475K Proposal: Did They Accept?

I have a story for you today about what is possible in your business. So often the thing I hear from my clients is that one of th…

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May 27, 2020

087 You Create Work-Life Harmony, with Amy Vetter, CEO of the B3 Meth…

Today’s guest is Amy Vetter. Amy is the CEO of the B3 Method® Institute, a keynote speaker, corporate board member, author, and c…

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May 20, 2020

086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Found…

My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North Ame…

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May 13, 2020

085 Designing Systems for Great Customer Experience, with Claire Stew…

Today’s guest is Claire Stewart, the Founder of Cartmill Stewart.  Claire and her partner have totally dialed in their systems to…

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May 6, 2020

084 Women: Speak Up in Your Field, with Carol Cox

Today’s guest is Carol Cox. Carol is the founder of Speaking Your Brand®, a coaching and training company that helps women entrep…

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April 27, 2020

083 Fix This Next in Your Accounting Practice, with Fix This Next Aut…

Mike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next.  By h…

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April 22, 2020

082 [Coaching] Logic vs Intuition: How to Choose Fulfilling Work, wit…

Today’s guest is Erica Goode, a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 f…

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April 15, 2020

081 Time to Rethink Your Pricing Strategy? with Ron Baker, Founder of…

Today’s guest is Ron Baker. Ron is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals …

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April 8, 2020

080 [Series] Lies of the Accounting Industry: #1 - Charge What You're…

I’m kicking off a new series of episodes, Lies of the Accounting Industry.  What I want to do in this series of episodes is bring…

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April 1, 2020

079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Z…

Today’s guest is Heather Zeitzwolfe, a CPA certified with the State of Oregon’s Board of Accountancy and a member of the AICPA.  …

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March 25, 2020

078 How to Design Better Workflows in Your Business, with David Crist…

Today’s guest is David Cristello, Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build …

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March 18, 2020

077 Tips For Staying Present In The Face Of Uncertainty

Today we are interrupting common narratives heard out there and wanted to provide you with a counter-narrative, to the assumption…

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March 11, 2020

076 Are You Selling at a Discount to Full-Price Buyers?

This week, we're talking about value-based fees and pricing. I want to share with you some different perspectives that may loosen…

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March 4, 2020

075 How to Keep the Scope Creeps at Bay, with Jenn Barley of Kickstar…

I wanted to talk with Jenn to tap her expertise about boundaries. So many of the challenges business owners face come back to cle…

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Feb. 26, 2020

074 Ways to Keep Stress Under Control in Tax Season, with Christine L…

Today’s guest is Christine Lustik, PhD, owner of Mindfulness in Organizations. After spending 14 years in leadership and the aren…

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