

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
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.
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.
Episodes
Mentioned books

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.

May 14, 2020 • 28min
5 Zapier-Based Automations You Can't Live Without
Let's talk accounting! I know, it's super boring. But at least we can make it a bit more interesting somehow. Accounting firms are slowly moving towards cloud-based services, and really, that's the future of the accounting industry. So what does that mean for you? Lower accounting costs and a more streamlined accounting process. My team and I at Blueprint Accounting know how to integrate numerous apps with your accounting software. This ultimately reduces your bookkeeping costs and allows us to focus on the strategic side of accounting, to provide you the right advice, at the right time and to make the right decisions to grow your business. Let's connect today for a free assessment to get you on the road to accounting automation. Specialties: App Integration with Accounting Software; Budgeting; Forecasting; Variance Analysis; Financial Reporting; Financial Modeling; Teamwork; Business Case Analysis; Accounting

May 7, 2020 • 25min
These 3 Frustrations Are Keeping You From Growing Your Firm
Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.

Apr 30, 2020 • 33min
3x Your Clientele Using One Sentence

Apr 23, 2020 • 32min
Krishna Pendyala on How to Avoid Burnout in 2020
★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★ ✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety? ✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself "Why do I keep doing that?" ✔ Are you a Financial Advisor, or an Executive in the Hospitality, Customer Service or the Manufacturing Industries? I help driven and restless professionals and executives become more effective leaders by unveiling their blind spots and discovering why they keep making the same (bad) choices. How? By showing them how to improve their Judgment Quotient (JQ)® — and make choices that are aligned with their values and goals, instead of working against them. "If you help them see it and feel it, they will fix it." ★ Want to Learn How ★ Please contact me at krishna@krishnapendyala.com or 412-301-5123. For more information visit choiceladder.com or krishnapendyala.com ★ What Clients Say ★ "Krishna explained many hurdles in ways I could understand in order to better work with them. He put faces on these issues that I saw popping up in my life. Once I could SEE these issues and face them, look them in the eyes, I was able to recognize that these animals did not have to run my life." Vivian Lee Croft "Krishna's disposition and clarity help the young managers find the right direction like Moses pointing to the promise land yet his approach feels like the gentle tug from a father's kind words to a son. That's a special gift in my opinion. I listen to the folks he is mentoring and hear a difference in their answers. It's maturity I hear. That's change worthy of investing in." Jim Keene, Founder & CEO of KEENE Building ★ Specialties Include ★ ✔The ABCDs of Judgment - Judgment Quotient (JQ)® ✔ Choice-making vs Decision-making ✔ Operating in the AlphaZone ✔ Playful Mindfulness ✔Raising Self-Awareness Beyond EQ ✔2 Days at a Time ✔EAT Well!

Apr 16, 2020 • 16min
Remote Work Tactics Your Firm Needs Today, Next Week, and In a Month
TimeDoctor.com is one of the worlds leading time tracking softwares for remote teams. We help companies to be able to manage remote workers just as if they were in the same office, maintaining a high level of productivity. Our goal: To help individuals and organizations to be more productive, to help stop people wasting time on distractions and instead finish what is important to them. Remote workers can easily and quickly track their time so they remain productive, and business owners can relax knowing their team is being effective.

Apr 9, 2020 • 36min
Change Your Role: Transform From Accountant To Profit Advisor
As an accountant, tax advisor or accountant, do you also want to be relevant to your customers in the future? Do you want to continue to earn a good income without having to double your customer base? Then you have to add value that goes beyond putting the numbers in order: become a profit advisor! As a financial expert, doing the accounting and taking care of the tax returns was the goal of your work. Thanks to automation, computers take more and more of the standard tasks. With my team, I train accountants and accountants to Profit First Professional. A Profit First Professional is: • A Bookkeeper, Accountant or Business Coach who uses the Profit First method to guide his customers to a profitable (er) company. What will it bring you? • You attract high-quality clients with greater ease, who are happy to pay you well because you provide first-class services. • You switch from an hourly invoice to a price structure in which you are paid for the value you provide so that you do not have to work as hard. • You learn how to really help the customer become more profitable, instead of focusing on tax and accounting details. • Gain more confidence and skills by anticipating your industry, achieving your own financial goals and helping customers really build a financially successful and profitable business! • You build your own company so that you earn well with less effort and more fun. I am the author of the bestseller Finance for freelancers and contributed to the Dutch edition of Profit First. I am the author of De Winstadviseur. As a speaker I like to inspire the following target groups: - Bookkeepers, accountants and tax advisers (Lecture: The Profit Advisor) - Entrepreneurs (Lecture: Profit First) www.profitfirst.nl www.profitfirstprofessionals.nl www.dewinstadviseur.com team@profitfirst.nl


