Send us a textMeet Peter, the owner of Pathway. He owns an accounting firm with 2 team members and over 300 clients.In this episode, we talk about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how to do it.Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet Susan Pruskin, the owner of Susan Pruskin Consulting. She owns an accounting firm with 8 team members and over 100 clients.In this episode, we discuss your challenges when growing your team and how to overcome them! She shares some tips on making your first hire, how your role changes as your team grows, and how to keep and retain talent. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet Amanda Birch, the owner of Birch Accounting & Tax Services. She owns an accounting firm with 7 team members and over 1,800 clients.In this episode, we talk about how you can acquire another firm! They share tips on how to find, evaluate, and successfully acquire other accounting firms to drive growth. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet Tonya Schulte, the owner of The Profit Constructor. She owns an accounting firm with 5 team members and over 14 clients.In this episode, we talk about how to increase your firm's capacity to take on more clients without having to hire new employees!Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet Casey Haynes, the owner of Compass CPA. He owns an accounting firm with 11 team members and over 40 clients.In this episode, we talk about how to build a thriving remote CPA firm! He shares their tech stack and best practices for keeping your team happy and accountable. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet Josh, a Partner at Streimer & Flusberg, PA. He runs an accounting firm with 17 team members and over 1,500 clients.In this episode, we talk about how you can find and hire top talent in this tough job market! They share some tips on where to post job openings, how to vet applicants, and set them up for success on day 1. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet Jessica Fox, the owner of Florida Virtual Bookkeeping LLC. She owns an accounting firm with 3 team members and 25 clients.In this episode, she shares actionable steps that you can take to systemize your firm to buy back your valuable time. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet David Leichter, the owner of Leichter Accounting Services. He owns an accounting firm with 7 team members and over 350 clients.In this episode, we talk about one of the biggest challenges for accounting firms… MARKETING! David shares the marketing strategies they use to generate 80% of their new clients. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet Jasmine Simpson, the owner Good Stewart Financial Company. She owns an accounting firm with 4 team members and over 25 clients.In this episode, we talk about why it is important to focus on working on your firm instead of in your firm and how you can do this by with standardizing your process and delegating client work Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textMeet Krista Sievers, the owner of Advanced Plus Bookkeeping. They are an accounting firm with 4 team members and over 40 clients.In this episode, we talk about the challenges she faced growing her accounting firm from a side hustle to a team of 4.Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents