Episodes

Jan. 5, 2022

171 How to Stop People Pleasing with Sara Bybee Fisk

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Many CPAs struggle with people-pleasing – saying yes, when they might prefer to say no. As a habit, it can result in all kinds of undesired...

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Dec. 29, 2021

170 Year-End Accountant Jokes from Hazel and Remy

My two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy! Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here:

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Dec. 22, 2021

169 Five Key Business Books for CPAs from 2021

Today I have the five books that I most often recommend to my clients, because I want you to be able to benefit from the excellent writing that’s out there, that can help you move forward more effectively in your …

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Dec. 15, 2021

168 Subscription: Create a More Valuable Business with John Warrillow

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Subscription is all the rage in software and in other industries, but the accounting industry is hardly speedy on the uptake. While the value appears to...

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Dec. 8, 2021

167 Specializing in Stock-Option Tax Strategy and Consulting, with Mi…

Want one piece of business strategy delivered daily to your inbox? Subscribe here: My guest today is Minnie Lau, CPA, who currently runs a tax practice helping clients optimize their stock options. 18 months ago, Minnie called out of the...

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Dec. 1, 2021

166 How CPAs Can Build and Monetize Authority with Rochelle Moulton

Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the race for optimized efficiency is on. But there's another path and that path is not automation. It's authority. …

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Nov. 24, 2021

165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities. …

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Nov. 17, 2021

164 Could Your Clients be Ready for Family Office Services? With Anth…

With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets. But without a framework for helping these people, it can be difficult...

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Nov. 10, 2021

163 How CPA Firms can Hire Well During Covid-times with Mark Goldman

Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times. Demand for accountants is high, and seats are hard to fill. Here today to talk with me about hiring and …

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Nov. 3, 2021

162 How to Sell a CPA Firm for Optimal Price with Brannon Poe

Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, is a good business strategy, and will improve the value of what you build. …

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Oct. 27, 2021

161 Have the Confidence to Pivot and Create Bigger Things as a CPA wi…

Today we are talking about how to create a different future for yourself, even if you believe strongly in reality. Here today to talk with me about this problem is my guest, Kara Gaisie. Kara Gaisie is an ex-CPA turned …

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Oct. 20, 2021

160 How to Price CPA Advisory Services

Want to attend Ten Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. …

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Oct. 13, 2021

BONUS: Free Training Series - Work Less Without Losing Revenue

Link for FREE training series: Ready to get your life back after two hellish tax seasons? Join me for the FREE October Training Series: “10 Essentials for Working Less Without Losing a Dime in Revenue.” Ten great topics over 10...

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Oct. 13, 2021

159 How to Package CPA Advisory Services

Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. …

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Oct. 6, 2021

158 How CPAs Can Write Better Proposals without Having to Be Good Wri…

CPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. Never to hear from the prospect again. Another problem is that you send out …

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Sept. 29, 2021

157 Altitudes of Involvement for CPAs with Jonathan Stark

This week we welcome back Jonathan Stark, a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a …

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Sept. 22, 2021

156 Get Different, Get Noticed: Better Marketing for CPAs with Mike M…

Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually …

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Sept. 15, 2021

155 BONUS - Pricing in a Nutshell, for CPAs

JOIN or WATCH REPLAY – Pricing in a Nutshell SUBSCRIBE – Hourly billing is like radioactive waste: invisible, and given enough time and quantity, it'll kill you. Make the shift to pricing your services and reap the benefits, like 3x'ing...

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Sept. 15, 2021

155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy

As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, what are we talking about? Meetings of course are …

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Sept. 8, 2021

154 Help Your Advisory Clients See the Power in their Data with Fathom

For business owners to make more money, it helps if they can make better informed decisions. And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental …

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Sept. 1, 2021

153 A Formula for Quantifying Value with Mark Stiving, PhD

Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time, and ease of access. While they understand that these things are valuable, it’s not widely understood how they …

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Aug. 25, 2021

152 How to Build $250K in CPA Advisory Services in 4 Months

Many of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the countless details and its never ending so-called quick questions from clients. But before you …

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Aug. 18, 2021

151 Design and Create Pricing Strategies from a Value Standpoint Part…

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …

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Aug. 11, 2021

150 Design and Create Pricing Strategies from a Value Standpoint Part…

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …

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