Episodes

Nov. 25, 2020

113 Out of Compliance and into Tax-savvy Stock Option Consulting, wit…

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

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Nov. 18, 2020

112 Does Your CPA Firm Sell Outcomes or Deliverables?

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…

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Nov. 11, 2020

111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark

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 …

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Nov. 4, 2020

110 15 Phrases to Scrub from your CPA Firm’s Website

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

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Oct. 28, 2020

109 The CPA Who Innovates, Wins

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

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Oct. 21, 2020

108 The Dangers of Listening to CPAs for Wisdom

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

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Oct. 14, 2020

107 Are You Building the CPA Firm You Want to Own?

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…

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Oct. 7, 2020

106 Better Pricing Strategies for Accountants: Stop Billing by the Ho…

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

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Sept. 30, 2020

105 Mathematical Proof Specializing Will Make You a More Profitable C…

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

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Sept. 23, 2020

104 How Much Would a CPA Pay for a Kid's Bike?

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 …

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Sept. 16, 2020

103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily …

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

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Sept. 9, 2020

102 A High-Margin CPA Firm: It’s Easier than You Think

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…

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Sept. 2, 2020

101 How a CPA Can Raise Prices with Confidence

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…

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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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