Episodes

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?

Wednesday Sep 09, 2020
How I Stay Productive & Focused: 5 Techniques
Wednesday Sep 09, 2020
Wednesday Sep 09, 2020
We live in an increasingly distracting world. In this recent podcast episode, I share my top 5 techniques for how I stay focused & productive.

Wednesday Aug 26, 2020
Why I'm Not a Fan of This New Accounting Marketing Trend
Wednesday Aug 26, 2020
Wednesday Aug 26, 2020
There's a new accounting marketing trend out right now and I'm not a huge fan. I state what it is, give my reasons why and what do look at instead.

Wednesday Aug 12, 2020
What's the Next Frontier for Advisory Services?
Wednesday Aug 12, 2020
Wednesday Aug 12, 2020
The future of accounting advisory services may very well extend beyond the general ledger. I analyze this in my recent podcast episode.

Wednesday Jul 29, 2020
5 Tips to Turn Your Firm's Website into a Marketing Tool
Wednesday Jul 29, 2020
Wednesday Jul 29, 2020
If you're looking to set up a modern website for your accounting firm that converts web visitors into leads, check out my 5 tips on the subject.

Wednesday Jul 15, 2020
Run a Firm You Love by Defining Your Personal Goals
Wednesday Jul 15, 2020
Wednesday Jul 15, 2020
Escape the hamster wheel of running your firm and design the firm you love by defining what your personal goals are.

Wednesday Jul 01, 2020
How to Include Client Questions & Support in a Subscription Plan
Wednesday Jul 01, 2020
Wednesday Jul 01, 2020
When you charge a fixed subscription price for your services, how do you handle all those client questions throughout the year? Do you charge for them? Include then? Where do you draw the line? I'll discuss the options in this episode.