Welcome to the episode of Scaling Secrets Podcast! In this engaging episode, Brannon Poe, founder of Poe Group Advisors and the Accounting Practice Academy, shares invaluable insights on how CPAs can transform their practices and achieve sustainable growth. 🔝 Topics Covered: 🏆 1. The Cash Balance Retirement Vehicle An enlightening anecdote on cash balance retirement vehicles and the practical insights Brannon gained from his colleagues. 📜 2. Navigating Tax Code Changes Discover the importance of having an expert provide relevant and practical information to stay ahead of tax code changes. 🛠️ 3. Transforming CPA Practices Learn about Brannon Poe’s program that helps CPAs prune their businesses and focus on more profitable areas, including a client success story that saw a 25% increase in business value within a year. ⏳ 4. Resistance to Change and Overcoming It Understand why change can take about a year for CPAs and how regular revisits and overcoming fear are essential. 📈 5. Buying and Selling Accounting Firms Brannon explains the process of acquiring and selling accounting firms, emphasizing the importance of fit over simply price and terms. 🎭 6. Extracurricular Activities and Marketing Speaker A discusses the value of activities such as blogging and publicity, along with tracking marketing efforts for better results. 🚀 7. The Art of Scaling Your Business Learn the importance of delegation, strategic thinking, and taking time off for personal and business development.

In this episode, we delve deep into the importance of customer service, the role of artificial intelligence (AI) in enhancing business processes, and the transformative journey of businesses using AnswerConnect's services. Here’s what you’ll learn: 1. Urgent Service Calls: Discover why 80% of people don't leave voicemails and what businesses can do to capture these potential clients. 2. AI and Human Touch: Understand the value of human connection versus automation in customer support and how AI can assist but not replace human interaction. 3. Customer Experience: Hear a compelling case study on improving customer service within franchises and the importance of seamless, invisible customer service. 4. Leadership & Company Culture: Insights on effective brand representation, showcasing core values, and maintaining a remote company culture. 5. AnswerConnect Services: Learn how AnswerConnect's 24/7 availability, live chat, cloud phone, and answering services can ensure you never miss a call.

Welcome to the Scaling Secrets podcast! In today's episode, we delve into the world of ownership and leadership with Carrie Siggins, CEO of StoneAge. Discover how Carrie transformed her company through an employee ownership model, leading to phenomenal growth and innovation. Learn about her journey from overcoming personal challenges to becoming a recognized leader, author, and influencer in the business world. Carrie shares her insights on building trust, fostering a strong company culture, and driving success through innovation. Don't miss this inspiring conversation that will guide you in your own business evolution and scaling journey.

In today's episode of our podcast, we have Blake from RicketyRoo, sharing insights on How to Recover from a Misakes at Business, mastering local SEO, PPC advertising, and effective website design. Discover how Blake's team helps businesses, from small enterprises to high-growth companies, achieve exceptional online growth. Learn from real-life success stories, avoid common pitfalls, and get inspired by Blake's actionable advice. Tune in to understand the importance of staying teachable and how a strategic approach to digital marketing can transform your business. Don't miss out on this informative and engaging conversation!

Discover the future of Venture capitalists, innovation, and investment with the Tech Optimist Podcast, brought to you by Alumni Ventures. Join us as we delve into the minds of visionary startup founders and industry leaders who are shaping the world with groundbreaking technologies and ideas. From AI advancements to sustainable solutions, our conversations reveal the stories behind the startups that are set to revolutionize industries. Whether you're an investor, entrepreneur, or simply curious about the future of technology, the Tech Optimist Podcast offers valuable insights and inspiration. Subscribe now and stay ahead of the curve!

Discover the transformative power of metacognition with Steve from Rewire Inc. on the Scaling Secrets podcast! In this episode, Steve delves into how metacognition can help individuals and organizations improve productivity, teamwork, and overall culture. Learn practical techniques for examining thoughts and emotions without judgment, fostering a growth mindset, and scaling effectively by empowering people. Don’t miss Steve’s impactful stories and insights that can save companies millions and enhance employee engagement. Tune in now and unlock the secrets to a thriving organization!

Join Dr. Steve Schutzer as he discusses the groundbreaking work of Upswing Health in transforming orthopedic care. Discover how a pilot study in Connecticut with 25,000 State Health Plan members led to significant savings and reduced orthopedic encounters. Learn about Upswing Health's innovative approach, the impact of the Consolidated Appropriation Act, and the journey towards a more transparent and efficient healthcare system. Dr. Schutzer shares insights on overcoming industry challenges, the importance of resilience, and the role of technology in virtual healthcare. Don't miss this inspiring conversation about the future of healthcare!

In this episode of Scaling Secrets, we sit down with Raphael Paulin Daigle, the founder and CEO of SplitBase. SplitBase is a top conversion optimization and landing page agency that helps e-commerce companies like Hyperice, L'Oréal, and Dr. Squatch boost their revenue. Raphael shares his journey of building SplitBase, the importance of understanding customers at a qualitative level, and how their unique approach has driven significant growth for their clients. Tune in to discover the secrets of effective landing page design, customer-centric strategies, and the power of experimentation in e-commerce.

Learn the latest social media advertising strategies for 2024 from marketing expert Victoria Duben. Discover the ultimate tool for creative teams working with agencies and brands. Simplify your marketing campaigns with our all-in-one platform, designed to streamline workflows from design to performance analysis. Trusted by industry leaders like Disney and HP, this platform enables you to create, animate, and optimize your ad content quickly and effortlessly. Say goodbye to complex processes and hello to efficiency and creativity. Sign up for a free trial today and revolutionize your marketing strategy!

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