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
Oct 14, 2014 • 18min
Social Media, Change Management - Jody Padar Part 1
Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In fact, Jody works in partnership with several of the profession's vendors, including Paycycle, Intuit, Thomson Reuters, Copanion, and Receivables Exchange. Show Keywords: Accounting Podcast Bookkeeping TAX CPA Firm Managment Accounting
Oct 11, 2014 • 13min
Building Referrals and a Sellable Firm w/ Sandi Holst Part 2
Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services. Show keywords: bookkeeping bookkeeper CPA accounting Accountant text Business management firm management
Oct 9, 2014 • 12min
Creating Instant WOW Factors w/ Sandi Holst Part 1
Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services. Show keywords: bookkeeping bookkeeper CPA accounting Accountant text Business management firm management
Oct 7, 2014 • 18min
Part 2: Partner Relations & Change Management w/ August Aquila
August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described August as "One of the profession's key strategic thinkers." Show Keywords: accounting Firm Management Bookkeeping Bookkeeper Tax
Oct 4, 2014 • 17min
Partner Relations & Change Management w/ August Aquila Part 1
August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described August as "One of the profession's key strategic thinkers." Show Keywords: accounting Firm Management Bookkeeping Bookkeeper Tax
Oct 2, 2014 • 25min
Becoming More Profitable and Saying "No" to clients w/ Steve Pipe Part 2
Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world's leading strategists to the accountancy profession. A prolific writer, he has written four books, over 150 training videos for the Accountants' Education Chanenel, the eight part BBC television series Easy Money and too many articles to count. Show Keywords: CPA Accountant Accounting firm management practice management Bookkeeping Bookkeeper Tax
Sep 30, 2014 • 21min
Why You Should Work With Fewer Clients w/ Steve Pipe Part 1
Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world's leading strategists to the accountancy profession. A prolific writer, he has written four books, over 150 training videos for the Accountants' Education Chanenel, the eight part BBC television series Easy Money and too many articles to count. Show Keywords: CPA Accountant Accounting firm management practice management Bookkeeping Bookkeeper Tax
Sep 23, 2014 • 25min
Managing New Hires and Cross Selling Services w/ Ed Mendlowitz Part 2
Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal newsletter. He has taught in the MBA program at Fairleigh Dickinson University, and is admitted to practice before the United States Tax Court. The American Institute of Certified Public Accountants has accredited him in business valuation, certified him in financial forensics and as a personal financial specialist, and presented him with the Lawler Award for the best article in the 2001 Journal of Accountancy. Show Keywords: CPA Accountant Accounting firm management practice management Bookkeeping Bookkeeper Tax
Sep 23, 2014 • 25min
Proactive Client Communication & Content Marketing w/ Ed Mendlowitz Part 1
Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen professional books, and the editor of four others. Mr. Mendlowitz has written hundreds of business and financial articles and has been quoted in almost every major newspaper in the United States, and is on the panel of experts for Bottom Line/Personal newsletter. He has taught in the MBA program at Fairleigh Dickinson University, and is admitted to practice before the United States Tax Court. The American Institute of Certified Public Accountants has accredited him in business valuation, certified him in financial forensics and as a personal financial specialist, and presented him with the Lawler Award for the best article in the 2001 Journal of Accountancy. Show Keywords: CPA Accountant Accounting firm management practice management Bookkeeping Bookkeeper Tax
Sep 23, 2014 • 18min
Raising Prices and Defining a Niche w/ Michelle Long Part 2
Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business owners, speaking and writing. Michelle has a unique relationship with Intuit as an elite national trainer and presents "What's New for QuickBooks" to accounting professionals nationwide. She is a member of Intuit's Trainer/Writer Network and a consultant for product development. She is an Advanced Certified ProAdvisor with several other certifications too. Michelle is the author of two books: Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business and How to Start a Home-Based Bookkeeping Business (available 6/1/2011) and numerous courses for Intuit Academy. Show Keywords: CPA Accountant Accounting firm management practice management Bookkeeping Bookkeeper Tax
