Episodes

Wednesday Feb 03, 2021
8 Mistakes to Avoid in Your Accounting Discovery Call
Wednesday Feb 03, 2021
Wednesday Feb 03, 2021
If you're looking to conduct a high quality accounting discovery call, make sure to avoid these 8 common mistakes.

Thursday Jan 21, 2021
Generating Passive Revenue in Your Firm
Thursday Jan 21, 2021
Thursday Jan 21, 2021
In this episode, I discuss how your accounting firm can generate passive revenue and the types of models that are at the beginning of the trend curve.

Wednesday Jan 06, 2021
Why You Need a Sales Process + 4 Alternate Ones
Wednesday Jan 06, 2021
Wednesday Jan 06, 2021
Your sales process is responsible for landing high-quality clients at high prices. If you're looking to set up a sales process or optimize one for your firm, check out this podcast episode that discusses 4 different alternate sales processes for your firm.

Wednesday Dec 16, 2020
Do This to PrepareYour Firm for 2021
Wednesday Dec 16, 2020
Wednesday Dec 16, 2020
Let's kick 2021 off right. Here's 1 process to improve in your firm heading into the new year.

Wednesday Dec 02, 2020
What I've Learned From Coaching $1M Firms
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
I've learned some big lessons from coaching $1M accounting firms. The big one has to do on the topic of automation. Hear my thoughts.

Wednesday Nov 18, 2020
2 Ways to Prepare for the Future of Accounting
Wednesday Nov 18, 2020
Wednesday Nov 18, 2020
Using data from the World Economic Forum's 2020 Future of Jobs report, I look into how accountants can remain relevant heading into 2025.

Wednesday Nov 04, 2020
How Much Automation Does Your Firm Need?
Wednesday Nov 04, 2020
Wednesday Nov 04, 2020
Most think that automation is the key to scale an accounting firm. In some cases though, it's not. How much automation does your firm need?

Wednesday Oct 21, 2020
How to Create a Sticky Client Relationship: 4 Tips
Wednesday Oct 21, 2020
Wednesday Oct 21, 2020
Learn how to keep clients in your firm and within your ecosystem with these 4 tips on how to create sticky client relationships.

Wednesday Oct 07, 2020
The 6 Part Formula to Scale a Firm
Wednesday Oct 07, 2020
Wednesday Oct 07, 2020
If you're looking to scale your accounting firm, listen to this 6 part formula.

Wednesday Sep 23, 2020
Enough
Wednesday Sep 23, 2020
Wednesday Sep 23, 2020
If you run a firm, have you ever considered what enough growth is? What enough money is? What's enough for you to be happy?