
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice).
In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
Latest episodes

Jul 30, 2020 • 43min
How to Grow a $1M Firm in 3 Years
An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment. Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 percent in a single year. In previous roles, he served as a Strategic Sourcing Specialist and Senior Financial Analyst. He is known for working closely with senior management to build and execute more effective business plans and operational strategies. Chris holds a BS in Finance from the Pennsylvania State University.

Jul 23, 2020 • 31min
How to Improve Your Accounting Team Productivity by 20%
In two years, clients in our 2X Growth Accelerator and Machine programs have generated over $172 million and counting... Now we've put the best strategies and methodology that is working day-in and day-out into our brand new book: From 6 to 7 Figures Get it free here: 6to7Book.com/FREE At 2X, we help 6 and 7-figure entrepreneurs optimize their operations and team, get free from the day-to-day grind, and SCALE faster than ever. We know that the best path to what you want from your business — the freedom, the income, the growth you know is possible — comes from having your business be a repeatable, scalable Machine. You don’t need more stuff to do. You need to the right systems and strategies to get you free so that you can work “on” (not “in”) the business. You can see more about some of our Results here: https://scale2x.com/Results Shoot me a message. Happy to see how we can help you scale! And definitely snag your copy of the book. I think you'll get a ton out of it: 6to7Book.com/FREE

Jul 16, 2020 • 19min
3 Simple Cybersecurity Tips to Protect Your Accounting Firm
Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.

Jul 9, 2020 • 32min
How to Make Partnerships Your Key Growth Lever
Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of each owner, their family, and their business are addressed by exit planning through creating value today. Brian is also the President of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. The chapters mission is to give business owners a forum to get educated on true exit planning – how to build a valuable and transferable business through a proven process. He graduated from Penn State with a Bachelors in Psychology and a minor in Business. He is a Certified Exit Planning Advisor and a CFP. When not coaching businesses, Brian enjoys spending time with his wife, Natalie, and their daughter, Quinn. He is also an avid golfer and likes the occasional scotch and cigar.

Jul 2, 2020 • 40min
How DOWNTIME Helps You to Increase Your Firm’s Productivity
As a Lean Six Sigma Black Belt, I help accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. I also facilitate the development and cultivation of future firm leaders in the areas of People, Planning and Processes. Internally, I blend concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within our company. I also enjoy the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry wide publications, as well as public speaking at industry conferences. I am passionate about helping achieve Boomer Consulting, Inc.'s mission to make our clients and our team successful and future ready!

Jun 25, 2020 • 37min
5 Questions to Help You Reach $1M in Profit for Your Accounting Firm
Discover how to dramatically boost your accounting firm profits while working less hours. ► Do you want to grow your accounting firm, increase profits and create efficiencies? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Your ability to structure your firm properly, to speed up workflow and reduce time spent on every project is your competitive advantage in growing your business. I work with Accounting partners in 1-3 partner firms to drive EXPONENTIAL business growth. Click here >>> https://robnixon.com/ ► What do you need help with? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✔️ Make More than $1M per year ✔️ Reduce Partner Hours ✔️ Grow your accounting firm ✔️ Improve workflow ✔️ Attract A-class Clients ✔️ Optimise your Accounting Team ► What is our offer? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Since May 1994 I have been working with Accountants all over the world, teaching them how to dramatically boost their profits while working less hours. I have personally coached accountants at over 500 firms, helping them realize close to $1 billion dollars in additional profits. I do this through a revolutionary coaching model I designed, called the “Profit Time Program”. In it, my clients learn how to: ✔️Structure their firms properly, to speed up workflow and reduce time spent on every project ✔️Offer more services to their clients ✔️Attract new business through creative marketing strategies ✔️Set their companies up for continued growth without them ✔️Improve their quality of life ✔️Charge what their worth For those clients I have coached for the first 12 months. The average is a.... Profit increase of 98.4% Revenue increase of 20.8% Owners time decrease of 20.1% Team time decrease of 6.9% ► The Book My 4th book for Accounting Firms; The Wealthy Accountant, How accountants can earn more than $1M in Profit while working less than 500 hours. Click here >>> https://robnixon.com/wealthy/ ► The Accountants Menu of Services and Price List Get access to the accounting partners guide to pricing your services – 32 pages of services and pricing gathered from 429 Accounting firms. Click here >>> https://robnixon.com/menu/ ► The Program A high performance coaching program for growing your Accounting business faster and more profitably . Click here >>> https://robnixon.com/mastermind-program/ ► Want to know more? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Call: ✆ 0414 652 744 Email: ✉ rob@robnixon.com Visit: ☛ https://profitablepartners.net/

Jun 18, 2020 • 42min
From Panic Attacks to Running a Remote Firm on 20 hours Per Week
Taxes are annoying. Finances can get complicated. Especially, when you're a full time traveler living and working out of your RV or luggage bag. There's a lot of grey area for folks like us. I'm a digital nomad CPA. I've been traveling the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move. Let's work together to get your unique situation figured out, so you can carry on to your next adventure.

Jun 11, 2020 • 37min
5 Steps to a Successful & Authentic Sale for Accounting Firms
A RADICALLY DIFFERENT WAY OF APPROACHING SALES Sales is about relationships, and relationships are the new currency. Selling isn’t about pushing. Or pulling. Success in sales is the result of connecting with authenticity, coupled a willingness to care more about your client than yourself and expertise in your products and/or services. Sales is my “zone of genius.” That wasn’t always the case. Like many people, I am an introvert. So, the thought of traditional “selling” used to make me uncomfortable. Very uncomfortable. And since my first job out of college involved sales, I needed to find a way to not only “not mind” sales, but also to get really, really good at it – and to enjoy it. Now, thinking about sales makes my heart go pitter-patter … and not in a chest-clutching, fearful death grip that so many people feel. Instead, there’s a feeling of excitement – because I’ve developed a set of skills that has taken me further than I ever imagined at the beginning of my career. Today, solopreneurs, business owners, and large corporations hire me to build and/or refine the skills and mindset needed to sell successfully. No icky cold-calling. No creepy manipulation. No robotic scripts. Whether you’re a subdued introvert or an exuberant extrovert, I can you help build a foundation of skills – and a mindset – that create sales success without feeling pushy or “salesy, and without fear of rejection. 10 WAYS TO BUILD CONFIDENCE IN YOUR SELLING SKILLS • Connect with me here on LinkedIn. • Join my tribe of engaged entrepreneurs – the Sales Maven Society! • Hire me as a keynote speaker for an upcoming event. • Catch one of my many stints as a podcast contributor. • Book me for a corporate or small-group sales training session. • Join one of my live events. • Get my exclusive attention as a VIP coaching client. • Read one of my three books. • Subscribe to my weekly newsletter • Get my free e-book (www.yoursalesmaven.com/ebook) READY TO LEARN MORE? If you’re not getting the sales you need or are feeling overwhelmed, I can help. I’m a sales strategist and coach, a speaker, a podcast contributor, and an author. Helping people just like you is what I do! Hop over to my website (YourSalesMaven.com), or send an email to nikki@yoursalesmaven.com so we can connect. I look forward to hearing your challenges, and to helping you create sales success in your business. #Sales #SalesCoach #SalesTraining #RelationshipSelling #AuthenticSelling #SalesConversations #SellingSkills

May 28, 2020 • 42min
Seth David on Firm Automation and Growth
I'm a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity. Please refer to the Contact Info link above for all of my contact information. That is the fastest way to connect with me and get/give information about how we can help one another. Attention Small Business Owners, QuickBooks Users, Xero Users, Bookkeeping Professionals, Tax Attorneys, and CPAs! I take the complex and make it simple. I'm a teacher and I know how to make it easy for you by teaching you the financial side of your business in a way that makes it easy to understand. I increase your productivity by either teaching you or helping you to use the small business applications that are out there and within your reach to streamline your business and make it grow. I help you or your clients learn, retain and generally get help with QuickBooks and other business productivity software so that you can run your business and focus on what YOU do best! I prepare you or your clients' financial accounting for your IRS audit so that you can have peace of mind - even during a stressful experience like an audit. I clean up your financial accounting records, and I maintain them while managing your financial projections month to month so that you can set and reach your goals month to month and year to year. Are you a rental property owner or manager? Visit my site at http://www.RealEstateAccountingWithQuickBooks.com You can learn a tremendous amount from me for free. Let my blogs and my YouTube Channel speak for themselves: https://new.nerdenterprises.com/ http://www.youtube.com/nerdenterprises Specialties: Want to go paperless and get your business into the cloud? I can make that happen for you. Accounting for real estate with QuickBooks. QuickBooks for inventory, manufacturing and wholesale QuickBooks for contractors Business Plans and cash flow projections

May 21, 2020 • 29min
How This Firm Owner Saved 16 Hours By Asking 3 Simple Questions
Intuit ProAdvisor, Bookkeeper & Small Business Advocate. Jan has been involved in supporting bookkeeping professionals through initiatives such as ICBUSA, Bookkeeper Revolution, Bookkeeper Business Launch and her own FaceBook Community – The USA bookkeepers. Join her on the journey of enlightenment of small business accounting professional advocacy. Bring back the nerds and unsung heroes of math translation. The bookkeeping professional. Let us guide the small business through the next transition of technology with the new educated and highly developed Bookkeeping Professional.