Episodes

3 hours ago
Only 2 Things Solve Being Super Busy
3 hours ago
3 hours ago
More tech won’t fix your capacity crunch if you’re maxed out. This episode breaks down a smarter way to tackle overcapacity head-on.

Thursday Apr 17, 2025
Finding Clients in Online Communities (Easy & Cheap)
Thursday Apr 17, 2025
Thursday Apr 17, 2025
Virtual networking can boost your firm’s visibility if done right. Here’s how to make it work without spending a fortune or too much time.

Thursday Apr 10, 2025
Episode 200: You're The Boss
Thursday Apr 10, 2025
Thursday Apr 10, 2025
In episode 200 I review a major theme of importance for those running firms: you are the boss and you are the one in control of your own destiny.

Thursday Apr 03, 2025
The Client Overview Template: The Key to Smooth Knowledge Transfers
Thursday Apr 03, 2025
Thursday Apr 03, 2025
Avoid missed work and unhappy clients with a client overview template. Discover how this can help you systematize your firm.

Thursday Mar 27, 2025
What To Include in Your 3-Tiered Packages
Thursday Mar 27, 2025
Thursday Mar 27, 2025
My favorite way to standardize services and make scaling easier is 3-tiered pricing. Here's what to include in each tier.

Thursday Mar 20, 2025
Your Firm's Biggest Priority (Is Not What You Think)
Thursday Mar 20, 2025
Thursday Mar 20, 2025
At a recent accounting conference, the loudest cheers were for a small software update. In this episode, I explain why that might be a problem.

Thursday Mar 13, 2025
Job Descriptions: The Key to More Autonomy in Your Firm
Thursday Mar 13, 2025
Thursday Mar 13, 2025
Find out how clear job descriptions build accountability, make delegation easier, and free up your time to focus on scaling your firm.

Wednesday Mar 05, 2025
Referral Programs for Accounting Firms
Wednesday Mar 05, 2025
Wednesday Mar 05, 2025
Most firms take a passive approach to referrals, but a proactive strategy can bring in high-quality clients — if done the right way.

Wednesday Feb 26, 2025
If The System Was Magic, What Would It Do?
Wednesday Feb 26, 2025
Wednesday Feb 26, 2025
There's always room to improve your client experience. In this episode, I share how this question by Jeff Bezos can help your firm.

Wednesday Feb 19, 2025
Content Marketing for Your Accounting Firm: Should You?
Wednesday Feb 19, 2025
Wednesday Feb 19, 2025
Are you considering content marketing to help get more clients for your firm? Hear about my experiences and insights to help you decide.