

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

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

Sep 23, 2014 • 19min
Raising Prices and Defining a Niche w/ Michelle Long Part 1
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

Sep 23, 2014 • 29min
Building over $100M in Advisory Services w/Edi Osborne Part 2
Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries. She conducted business development round tables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jose State University's Women Entrepreneur Department. Show Keywords: CPA Accountant Accounting firm management practice management Bookkeeping Bookkeeper Tax

Sep 23, 2014 • 29min
Building $100M Advisory Services w/ Edi Osborne Part 1
Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium sized service, retail, and manufacturing companies from a host of different industries. She conducted business development round tables all over the state of California and was instrumental in launching the Group Mentoring program co-hosted by San Jose State University's Women Entrepreneur Department. Show Keywords: CPA Accountant Accounting firm management practice management Bookkeeping Bookkeeper Tax


