Episodes

Aug. 26, 2020

100 The Conversation That Will Propel Your Accounting Practice

It’s just too easy to assume that your clients want only what they come to you for, and then, simply, serve them up the usual men…

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Aug. 19, 2020

099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & …

Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners …

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Aug. 12, 2020

098 A Framework is Essential to CPAs Working Less and Earning More

Today we're talking about how creating your own signature framework can be a gamechanger in your accounting practice. A framework…

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Aug. 5, 2020

097 Get Reading Outside the Accounting Box

What’s on your summer reading list?   Now that the July 15th deadline is behind us, hopefully you have a bit more discretionary t…

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July 29, 2020

096 Accounting Marketing Doesn’t Suck, with Hugh Duffy, CEO of Build …

Today’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc. Hugh is the leading marketing coach for accountant…

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July 22, 2020

095 CPAs Land Better Clients Using This Strategy

In this episode, you get a different way of thinking about the proposal and it's called a choice of yeses.  A yes or no choice pi…

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July 15, 2020

094 Did Your Accounting Practice Take a COVID Detour?

If COVID has taken your accounting practice on a long, unexpected detour, it's time to pause and ask yourself where you are relat…

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July 8, 2020

093 Prediction: Forecasting Will Benefit Your Accounting Business

Business owners across the country are wondering, more like, dying to know, what the impacts of COVID might be to their business,…

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July 1, 2020

092 Level the Playing Field with Germeen Guillaume of Visionary Accou…

Today’s guest is Germeen Guillaume (GEE-YOME), Founder of Visionary Accounting Group.  Germeen founded Visionary Accounting Group…

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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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