Episodes

Wednesday Mar 17, 2021
8 Ways to Deal With Non-Cooperating Clients
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
Non-cooperating clients in your accounting firm jam up your workflows and end up in wasted time. See how to deal with these kinds of clients.

Wednesday Mar 03, 2021
How to Increase Your Accounting Firm Valuation
Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
Increase your accounting firm valuation by cluing into what buyers are looking for in a modern accounting firm today.

Wednesday Feb 17, 2021
Before You Do Any Marketing in Your Firm...
Wednesday Feb 17, 2021
Wednesday Feb 17, 2021
Online marketing is a hot topic in accounting firms. But before engaging in any marketing, there are 2 critical things to do first.

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?